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Business Intake Specialist

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🔥 0 minutes ago

🇺🇸 United States – Remote

đź’µ $60k - $75k / year

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

đź‘» Ghost score 2%

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Logo of Gordon Rees Scully Mansukhani, LLP

Gordon Rees Scully Mansukhani, LLP

1001 - 5000 employees

Founded 1974

đź’Ľ Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

Gordon Rees Scully Mansukhani, LLP is a large U. S. national law firm providing comprehensive legal services across all 50 states. With over 1,800 attorneys and more than 85 offices, the firm handles litigation, regulatory compliance, corporate matters, and specialized practices such as defamation/First Amendment, privacy, intellectual property, and correctional healthcare. GRSM serves corporate and institutional clients with a scalable, multi-jurisdictional platform focused on litigation, risk management, and compliance.

đź“‹ Description

• Monitor and manage incoming maintenance requests through the Upfront platform and Fresh Service ticketing system • Review tickets for completeness, accuracy, required approvals, and supporting documentation • Enter and maintain new client and matter information in the Upfront system • Initiate conflicts checks in accordance with firm procedures • Coordinate with Risk Management to ensure necessary information is provided and documented • Track conflicts requests and follow up to ensure timely resolution • Provide conflict-clearance responses to the responsible attorney and client • Validate client details, billing arrangements, responsible attorneys, and matter descriptions • Ensure consistency with firm naming conventions and data standards • Identify and resolve discrepancies or missing information before matter creation • Ensure intake requests comply with firm policies, regulatory requirements, and risk management guidelines • Perform quality checks on completed matters • Maintain documentation and audit trails in the ticketing system • Flag potential compliance or risk issues for review

🎯 Requirements

• Minimum of two (2) years of experience related to the duties described, or one (1) year of direct conflicts or business intake experience in a law firm • Prior law firm experience strongly preferred • Ability to prioritize and manage multiple tasks while meeting deadlines in a fast-paced environment • Strong organizational skills and attention to detail • Ability to exercise discretion, maintain confidentiality, and apply sound judgment • Professional demeanor with the ability to interact effectively with attorneys, management, staff, and candidates • Experience conducting research and utilizing online databases • Proficiency with legal and business intake platforms and research tools • Experience with Upfront (or similar intake environment) and Aderant (or similar accounting platform) preferred • Strong project coordination skills; experience supporting enterprise-wide initiatives is a plus • Cover letter and resume required

🏖️ Benefits

• Flexible location options, including remote and hybrid arrangements • Supportive and professional environment • Diverse and inclusive environment

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