What are the responsibilities and job description for the Intake Analyst position at SourcePro Search?
Intake Analyst
Schedule : Monday–Friday, 9 a.m. – 5 p.m.; Hybrid (Three days in office, two days WFH)
Compensation : $70,000–$85,000, commensurate with experience
What You’ll Do :
Client File Management :
Set up and maintain cost exceptions and restricted matter worklists for client files.
- Handle edits for costs and resolve cost-related errors.
- Ensure all required documentation (e.g., client billing guidelines and approvals) is received for incoming clients.
- Maintain a log of needed items and follow up with attorneys and secretaries to obtain missing information.
Data Maintenance and Reporting :
Review weekly reports to ensure new timekeepers are promptly added to matter worklists.
Support and Ad Hoc Projects :
Assist with other Intake-related special projects as necessary.
What You’ll Bring : Education :
Bachelor’s degree (preferred).
Experience :
2–4 years of relevant experience, preferably in a Biglaw firm environment.
Technical Skills :
Advanced knowledge of Excel 2007 , including :
Tables, pivot tables, and charts.
Key Attributes :
Exceptional follow-up skills and attention to detail.
This role provides an exciting opportunity to support critical processes in a professional and collaborative environment while contributing to the operational success of a leading firm.
Salary : $70,000 - $85,000
