What are the responsibilities and job description for the Intake Specialist position at CFS?
Job title: Legal Billing & Accounting Intake Specialist
Location: Cleveland, OH
Salary: $75,000-$85,000
About The Company
Join a well-established law firm known for its collaborative environment and strong client service focus. The organization values accuracy, teamwork, and continuous improvement, offering employees the opportunity to build expertise in legal accounting and intake operations.
Position Overview
The Accounting Intake Specialist plays a critical role in the financial onboarding of new clients and matters within the firm. This position works closely with internal stakeholders to ensure all billing structures, rates, and client requirements are accurately established from the start.
This Position Is Ideal For Someone Who
Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist
Location: Cleveland, OH
Salary: $75,000-$85,000
About The Company
Join a well-established law firm known for its collaborative environment and strong client service focus. The organization values accuracy, teamwork, and continuous improvement, offering employees the opportunity to build expertise in legal accounting and intake operations.
Position Overview
The Accounting Intake Specialist plays a critical role in the financial onboarding of new clients and matters within the firm. This position works closely with internal stakeholders to ensure all billing structures, rates, and client requirements are accurately established from the start.
This Position Is Ideal For Someone Who
- Has prior billing or intake experience in a law firm
- Enjoys detail-oriented, process-driven work
- Thrives in a client-focused, concierge-style role
- Takes pride in accuracy and completion of complex administrative tasks
- Opportunity to work in a specialized legal accounting function
- High-impact role supporting client onboarding and financial accuracy
- Collaborative environment with exposure to attorneys and finance teams
- Ability to deepen expertise in billing systems and compliance guidelines
- Strong sense of ownership and accomplishment in daily work
- Review and approve client/matter intake forms for accuracy and completeness
- Maintain and update client, matter, and billing data in the accounting system
- Set up billing rates, fee arrangements, and invoice formats
- Ensure compliance with billing guidelines and internal policies
- Communicate with attorneys and staff to gather and verify required information
- 3 years of legal billing, pricing, or intake experience
- Strong attention to detail with ability to manage multiple priorities
- Proficiency in Microsoft Excel/Word and legal billing systems preferred
Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist Accounting Intake Specialist
Salary : $75,000 - $85,000