About the Opportunity
We are seeking a detail-oriented and analytical Business Intake Analyst to join a nationally recognized legal and professional services organization. This position plays a critical role in supporting client onboarding, business intake, conflicts analysis, regulatory compliance, and risk management processes that protect the firm’s operations while delivering an exceptional client experience.
As a Business Intake Analyst, you will collaborate with attorneys, Risk Management, Compliance, Finance, Business Development, Client Services, Information Technology, and Operations teams to facilitate new client and matter intake, perform conflict-of-interest research, evaluate business risks, and ensure adherence to firm policies and regulatory requirements. You will analyze complex information, coordinate approvals across multiple stakeholders, and help streamline intake workflows that support efficient business operations.
The ideal candidate is a highly organized professional with exceptional analytical skills, sound judgment, and the ability to manage confidential information with accuracy and discretion. Success in this role requires strong communication skills, attention to detail, regulatory awareness, and the ability to thrive in a fast-paced professional services environment.
This is an outstanding opportunity to build a rewarding career within a respected organization that values collaboration, innovation, operational excellence, and continuous professional development.
Essential Duties and Responsibilities
- Review and process new client and matter intake requests while ensuring compliance with firm policies and regulatory requirements.
- Perform conflict-of-interest searches, analyze results, and coordinate conflict resolution activities with legal and business stakeholders.
- Conduct client due diligence, Know Your Customer (KYC), Anti-Money Laundering (AML), and business risk assessments where applicable.
- Collaborate with attorneys, business development teams, finance, compliance, and operations to facilitate timely client onboarding.
- Evaluate engagement documentation, outside counsel guidelines, and client agreements for completeness and compliance.
- Maintain accurate client and matter information within business intake and practice management systems.
- Identify potential business, financial, ethical, and regulatory risks associated with new client engagements.
- Prepare intake summaries, approval documentation, and executive reports for leadership review.
- Monitor intake workflows to ensure service-level agreements and turnaround times are consistently achieved.
- Support continuous improvement initiatives focused on business intake efficiency, automation, and process optimization.
- Assist with audits, regulatory reviews, and internal compliance assessments.
- Develop and maintain business intake procedures, documentation, and operational guidelines.
- Provide guidance to attorneys and business professionals regarding intake requirements and firm policies.
- Support enterprise projects involving workflow enhancements, technology implementations, and risk management initiatives.
- Protect confidential client information while maintaining the highest standards of professionalism and integrity.
Job Qualifications and Requirements
- Bachelor’s degree in Business Administration, Finance, Legal Studies, Risk Management, Accounting, or a related discipline.
- 3+ years of experience in business intake, conflicts analysis, risk management, compliance, legal operations, or professional services.
- Experience working within a law firm or professional services organization is strongly preferred.
- Knowledge of client onboarding, conflicts management, AML, KYC, and regulatory compliance processes.
- Experience using business intake, conflicts management, CRM, or practice management systems.
- Strong analytical, investigative, and critical-thinking skills.
- Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
- Excellent written, verbal, and interpersonal communication skills.
- Strong organizational abilities with exceptional attention to detail.
- Ability to manage multiple priorities while maintaining confidentiality and accuracy.
Personal Capabilities and Qualifications
- Strong analytical and investigative mindset.
- Excellent communication and stakeholder management skills.
- High level of professionalism, integrity, and confidentiality.
- Exceptional organizational and time management abilities.
- Sound judgment and effective decision-making capabilities.
- Strong attention to detail with outstanding accuracy.
- Ability to collaborate across multiple departments.
- Adaptability within a fast-paced professional services environment.
- Customer-focused approach with strong problem-solving skills.
- Commitment to operational excellence and continuous improvement.
Strategic Support
The Business Intake Analyst serves as a strategic partner responsible for protecting the organization through effective client onboarding, business risk assessment, and regulatory compliance. This role collaborates with Legal, Risk Management, Finance, Compliance, Business Development, Information Technology, and Operations teams to improve intake processes, strengthen governance, and support efficient business operations.
Through business analysis, conflict resolution, client due diligence, workflow optimization, and cross-functional collaboration, this position contributes directly to risk mitigation, regulatory compliance, operational efficiency, and long-term organizational success.
Working Conditions
- Hybrid work environment based in Chicago, Illinois.
- Standard Monday through Friday business schedule.
- Professional office environment supporting legal and business operations.
- Frequent collaboration with attorneys, compliance professionals, finance teams, and executive stakeholders.
- Company-provided technology and enterprise business management systems.
- Fast-paced environment requiring strong analytical thinking, accuracy, and confidentiality.
Job Function
The Business Intake Analyst is responsible for managing client onboarding, business intake reviews, conflicts analysis, risk assessments, regulatory compliance activities, and workflow coordination. This role ensures new business opportunities are evaluated efficiently while protecting the organization through effective governance, policy adherence, and operational excellence.
Compensation & Benefits
Compensation Package: $110,000 – $155,000 annually, based on experience, business intake expertise, compliance knowledge, and overall qualifications.
Our comprehensive benefits package includes:
- Annual performance bonus
- Comprehensive medical, dental, and vision insurance
- 401(k) retirement savings plan with company matching
- Health Savings Account (HSA) and Flexible Spending Account (FSA)
- Flexible paid time off and company holidays
- Paid parental and family leave
- Tuition reimbursement and professional development programs
- Industry certification and continuing education support
- Employee wellness and mental health resources
- Life, AD&D, and long-term disability insurance
- Employee Assistance Program (EAP)
- Hybrid work flexibility
- Employee recognition and performance awards
- Career advancement opportunities within a nationally recognized legal and professional services organization
Why Join Us
Join an organization where integrity, collaboration, and operational excellence are at the core of everything we do. We are committed to investing in our people by providing ongoing professional development, innovative technologies, and meaningful opportunities to contribute to the success of a world-class professional services organization.
As a Business Intake Analyst, you will play a key role in protecting the organization through effective risk management, client onboarding, and compliance processes while collaborating with talented professionals across multiple business functions. If you are passionate about business analysis, operational excellence, and delivering exceptional service, we encourage you to join our growing team.
Job Features
| Job Category | Legal Services & Professional Consulting |