New Business Intake (NBI) Specialist- 3670462

Job Title: New Business Intake (NBI) Specialist

Location: USA

Salary/Payrate: $25-33/hr W2

Work Environment: Remote

Term: 3 Month Contract to Hire

Referral Fee: AMS will pay $500 should the person you refer gets
hired

Job Description:

The New Business Intake (NBI) Specialist will be responsible for
data input into the NBI System for the purposes of matter
opening. In addition, they will submit requests for New Business
through the NBI system in compliance with firm and client
policies. This role requires an understanding of the NBI process,
and other aspects of client information for data maintenance.

Duties & Responsibilities:

* Complete New Client New Matter, Existing Client New Matter and
Maintenance Requests for all matters of assigned office(s):
* Analyze legal documents and communications such as class action
complaints, EEOC Charges, NLRB Charges, Demand Letters, and
Employment Agreements-to extract information required for opening
new matters. Specific focus on information including but not
limited to additional parties, adverse counsel, professional
service, area of law, sub-area of law, forum-venue and purpose of
engagement
* Understand the NBI workflow and utilize features of Intapp Open
including filters and activities tab to determine next steps in
the process to respond to inquiries related to request status
* Find information relevant to new business and communicate with
attorneys/support staff when additional information is needed.
* Work with legal support staff to obtain draft engagement letter
for new matters
* Extract rates and billing information from provided documents
and/or internal systems
* Submit maintenance requests to update or close existing
clients/matters
* Research and respond to inquiries of attorneys, managers,
paralegals and assistants
* Assist as needed and directed in additional projects
* Maintain Engagement Records for assigned office(s):
* Update Engagement Records as a case evolves (i.e. – update if
the case moves from an agency action to a litigation to an
appeal)
* Update case personnel changes (i.e. – case manager and
additional working attorney changes)
* Update client specific Engagement Records that generate monthly
reports for specified clients
* Close Engagement Records in a timely manner to timely record
firm successes and to increase data integrity relating to the
firm’s active work

Skills Required

* 3-5 years experience within a law firm. Experience in the labor
and employment field preferred.
* Experience with Intapp Open Required.
* Comfort extracting information from a variety of legal
documents.
* Experience with legal software including but not limited to
document management systems.
* Strong attention to detail, analytical abilities, and
resourcefulness.
* Ability to communicate effectively with attorneys, staff, and
co-workers
* Must have proven project execution skills and a strong client
service attitude
* Solid understanding of technical legal terminology as well as
court and/or agency documents including but not limited to
lawsuits, charges of discrimination, demand letters and NLRB
charges.
* Strong organizational skills.
* Ability to multi-task, prioritize, and execute tasks.
* Ability to work independently as well as part of a team.
* Strong verbal and written communication skills.