Business Intake Analyst

At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.

Haynes and Boone is one of the largest law firms in Dallas, and it continues to grow. In 2023, Haynes and Boone moved its headquarters to a new 27-story office tower in the Harwood District of uptown Dallas. Lawyers in our Dallas office serve all the firm’s practice and industry areas – including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. Our Dallas lawyers are widely recognized in their practice areas in publications such as The Best Lawyers in America directory (Woodward/White, Inc.) and the Chambers USA legal directory (Chambers & Partners). This office attracts high-energy, technically proficient people who enjoy working in a collegial environment. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.

Essential Duties

• Review submitted intake forms for completeness, accuracy, and compliance with firm policies and ethical standards.

• Validate matter details, client information, and required documentation submitted by attorneys and legal assistants.

• Track and follow up on outstanding items to facilitate timely intake decisions.

• Conduct due diligence reviews of prospective clients using online databases (such as Pacer, Lexis Nexis, etc.), business intelligence databases (D&B, Hoovers), Government Watch Lists (World-Check) and the public domain searches (Google etc.).

• Collaborate with attorneys, secretaries, and risk management to ensure smooth intake processing.

• Manage data associated with clients and matters for departing attorneys.

• Maintain client and matter data information in firm’s financial system, in compliance with firm policies.

• Perform database research and analyze data and metrices to facilitate processing of open, closed, or change requests.

Other Duties

• Assist with firm technology projects involving new business intake and accounting.

• Recommend to the New Business Intake Manager changes to the process and/or system based on observations and interactions with users.

• Provide user assistance related both to the intake process and the matter management process.

• Assist with the development and maintenance of intake processes and standards to ensure overall client and matter data quality.

• Act as liaison between accounting and other teams or departments as needed.

• Create and update related process documentation and assist with the development, maintenance, and execution of related end user training programs.

• Perform related duties and other projects assigned.

Reporting Relationship

This Business Intake Analyst position reports directly to the New Business Intake Manager.

Subordinate staff:  None
 

Qualifications
 

Knowledge/Experience

This individual should possess at least 2 years of experience with business systems and a technical knowledge of databases. This position requires a general understanding of business organizations and processes. Prior experience utilizing automated business process workflow systems is preferred and prior relevant experience in a law firm environment is helpful.

Skills

The Business Intake Analyst will possess strong interpersonal and organizational skills, the ability to communicate well with all Haynes and Boone team members, keen attention to detail, strong client service skills, time management and organizational skills, and a willingness to learn. This person will also possess strong intermediate computer skills (Microsoft Excel, Word & Outlook). A broad range of technical ability, with a demonstrated aptitude and willingness to learn, at an expert level, new software/application is needed for this position. Incumbents must have the ability to answer questions while maintaining confidentiality.

Additionally, the ideal candidate must possess strong research, problem-solving, decision-making, and analytical skills and be able to effectively multi-task and prioritize work to meet deadlines. The individual must possess strong client focus, as well as strong written and verbal communication skills, with the ability to work both individually and as a member of a team. The ability to work with many different types of personalities at all levels of organization is a must. This individual must have the ability to answer questions while maintaining confidentiality. The individual must be flexible and able to adapt to changes in business needs.

Education

Bachelor’s degree from an accredited institution preferred and/or advanced certifications in business process management, such as, PMP or Six Sigma.

Physical Demands

Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis.), Occasionally required to move documents or files weighing up to 15 lbs. This position requires constant communication and exchange of information with the Firm attorneys, clients and staff. This position must be able to inspect and observe information on a computer screen at least 80% of the time.

Working Conditions

Office environment.