Haynes and Boone, LLP · 1 week ago
Business Intake Analyst
Dallas, TX
Full-time
Onsite
Entry, Mid Level
2+ years expHaynes and Boone, LLP is one of the largest law firms in Dallas, known for its exceptional legal services. The Business Intake Analyst role involves supporting the firm's financial business systems, improving processes, and analyzing business data to assist management, ensuring accuracy in new matter submissions and facilitating the intake review process.
Consulting
Responsibilities
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
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
Qualification
Required
At least 2 years of experience with business systems
Technical knowledge of databases
General understanding of business organizations and processes
Strong interpersonal and organizational skills
Ability to communicate well with all Haynes and Boone team members
Keen attention to detail
Strong client service skills
Time management and organizational skills
Willingness to learn
Strong intermediate computer skills (Microsoft Excel, Word & Outlook)
Broad range of technical ability with a demonstrated aptitude and willingness to learn new software/application at an expert level
Ability to answer questions while maintaining confidentiality
Strong research, problem-solving, decision-making, and analytical skills
Ability to effectively multi-task and prioritize work to meet deadlines
Strong client focus
Strong written and verbal communication skills
Ability to work both individually and as a member of a team
Ability to work with many different types of personalities at all levels of organization
Flexibility and ability to adapt to changes in business needs
Preferred
Prior experience utilizing automated business process workflow systems
Prior relevant experience in a law firm environment
Bachelor's degree from an accredited institution
Advanced certifications in business process management, such as PMP or Six Sigma
Company
Haynes and Boone, LLP
Haynes and Boone, LLP is an international corporate law firm.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brian Gustafson
Partner
Recent News
2025-11-08
bloomberglaw.com
2025-11-05
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