New Business Intake Coordinator
New Business Intake Coordinator
Dallas, Texas
|Direct (Permanent) Full Time
|$ 60,000 - $ 65,000 per year
Dallas, Texas
Direct (Permanent) Full Time
$ 60,000 - $ 65,000 per year
August 19, 2025
|Job ID: 1428121_1755628256
August 19, 2025
Job ID: 1428121_1755628256
Job Summary
To Apply for this Job Click Here
New Business Intake Coordinator
Location: Dallas, TX (hybrid after 90-days)
Full-Time, Direct-Hire
Beacon Hill Legal is seeking a New Business Intake Coordinator to join a commercial law firm. As the New Business Intake Coordinatory you will play a vital role in onboarding new clients and matters, ensuring accuracy and compliance across our systems.
Responsibilities
- Manage new client and matter intake through Intapp Open
- Review submissions for completeness and accuracy, ensuring all required fields and documentation are in place
- Collaborate with attorneys and legal professionals to gather information and resolve setup issues
- Review engagement letters for compliance and escalate exceptions as needed
- Maintain accurate client and billing data in the 3E system
- Conduct due diligence on prospective clients to assess suitability
- Create and manage matter numbers for various internal accounts and workspaces
- Coordinate with Records Department on matter closures and transfers
- Respond to inquiries regarding client and matter files
- Assist with conflict searches and support special projects as needed
Qualifications
- Associate's degree or equivalent experience
- Minimum of 1 year of experience in new business intake in a law firm setting
- Proficiency in MS Office (Outlook, Excel, Word)
- Experience with Elite 3E and Intapp Open (or similar systems)
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced environment
- A proactive mindset and collaborative spirit
If you have experience handling new business intake, we encourage you to apply!
1428121_1755628256
To Apply for this Job Click Here
I want more jobs like this in my inbox weekly.
Other jobs you might like...
About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.
Beacon Hill. Employing the Future™