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Senior New Business Intake Analyst
Haynes Boone LondonSenior intake analyst managing complex client and matter workflows for Haynes Boone, a full-service law firm. Improving intake processes, data quality, workflow systems, and user training.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business intake processes, workflow administration, and matter management, with a strong focus on collaboration and communication across diverse teams. Proficient in utilizing automated workflow systems and providing user training to enhance operational efficiency.
Highest-signal resume keywords
Business Intake SupportWorkflow AdministrationAutomated Workflow SystemsClient Service SkillsMicrosoft Excel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Process ManagementMatter ManagementWorkflow CoordinationData Quality AnalysisSystem EnhancementsIntapp IntakeFinancial OperationsProcess ImprovementUser TrainingDocument Management
Soft Skills
Interpersonal SkillsOrganizational SkillsAttention to DetailProblem-Solving SkillsCommunication Skills
Tools & Technologies
Microsoft WordMicrosoft OutlookEnterprise Business ApplicationsAutomated Workflow Systems
Certifications & Qualifications
PMPSix Sigma
Industry Keywords
Legal OperationsProfessional Services OperationsClient IntakeRisk ManagementAccounting
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Review and process complex client and matter intake requests according to firm policies and procedures
- Assist with escalated intake matters requiring analysis, workflow coordination, and collaboration with attorneys and administrative departments
- Administer and monitor intake workflow processes
- Advise Business Intake Analysts and firm personnel on intake procedures, workflow requirements, and system functionality
- Identify workflow issues, trends, efficiency opportunities, consistency improvements, and data-quality issues
- Provide recommendations to the New Business Intake Manager
- Collaborate with attorneys, secretaries, and risk management on intake processing
- Manage client and matter data for departing attorneys
- Participate in projects involving business intake, workflow automation, matter management, and financial systems
- Support development and maintenance of intake processes, standards, procedures, workflow documentation, and reference materials
- Assist with onboarding, training, and knowledge sharing for Business Intake team members
- Assist with development, maintenance, and execution of end-user training programs
- Act as liaison between accounting and other teams or departments
- Perform related duties and assigned projects
- Report directly to the New Business Intake Manager
Requirements
What you’ll need- Minimum 4 or more years of experience supporting business intake, matter management, workflow administration, financial operations, legal operations, professional services operations, or related business process functions
- Experience with automated workflow systems and enterprise business applications required
- Experience handling complex business process requests
- Experience coordinating across multiple stakeholders
- Experience participating in process improvements
- Experience supporting system enhancements or testing
- Experience providing user guidance or training
- Law firm intake, accounting, conflicts, or similar professional services operations experience preferred
- Strong interpersonal, organizational, and client service skills
- Excellent written and verbal communication skills
- Keen attention to detail and ability to multitask and meet deadlines
- Intermediate proficiency in Microsoft Excel, Word, and Outlook
- Aptitude and willingness to learn new software and applications
- Intapp Intake experience a plus
- Strong research, problem-solving, decision-making, and analytical abilities
- Ability to work independently and collaboratively with diverse personalities at all levels
- Ability to maintain confidentiality and adapt to changing business needs
- Bachelor’s degree from an accredited institution preferred and/or advanced certifications in business process management, such as PMP or Six Sigma
- Ability to move around the office up to 15% of the time
- Ability to operate computers and office productivity machines regularly
- Ability to occasionally move documents or files weighing up to 15 lbs.
- Ability to constantly communicate and exchange information with attorneys, clients, and staff
- Ability to inspect and observe information on a computer screen at least 80% of the time
Benefits
Comp & perks- Inclusive workforce and commitment to inclusion and engagement
- Collegial work environment
- Commitment to wellness for attorneys and staff
- Community and civic engagement
- Opportunity to work for a fast-growing Am Law 100 law firm
- Professional growth opportunities