Intake Analyst

Company: SourcePro Search
Location: New York City
Posted on: April 3, 2026

Job Description:

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. Generate routine and ad hoc reports of client, matter, and timekeeper information for the CFO, COO, partners, and firm-wide distribution. 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. Basic functions like VLOOKUP and nested IF statements. Conditional formatting and Microsoft Query. Familiarity with 3E/Access (a plus). Key Attributes: Exceptional follow-up skills and attention to detail. Strong written and verbal communication abilities. Ability to efficiently manage multiple tasks while maintaining accuracy and meeting deadlines. 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. https://sourceprosearch.com/

Keywords: SourcePro Search, West Haven , Intake Analyst, Accounting, Auditing , New York City, Connecticut