New Business Intake Supervisor

The New Business Intake Supervisor is responsible for leading the Firm’s new business intake function, ensuring the timely, accurate, and compliant processing of new matters and conflict checks. This role oversees daily intake operations, manages team workflow, and serves as the primary escalation point for partners, attorneys, and internal stakeholders.

The Supervisor plays a critical role in maintaining operational efficiency, supporting compliance with ethical obligations, and driving continuous improvement within the intake process. In addition to leadership responsibilities, this position actively participates in complex intake reviews, client portal operations, and coordination with the Conflicts Team.

Duties and Responsibilities

Supervisor & Leadership Responsibilities

• Supervise and support New Business Intake Coordinators, providing daily guidance, direction, and performance oversight
• Assign and manage intake and conflict check requests across regions to ensure balanced workload distribution and timely completion
• Monitor turnaround times and ensure adherence to service level expectations
• Review intake submissions for completeness, accuracy, and compliance with Firm policies and ethical obligations
• Serve as the primary escalation point for intake-related inquiries and issues from partners, attorneys, and internal teams
• Train, mentor, and onboard of new team members; support ongoing professional development
• Identify workflow inefficiencies and implement process improvements to enhance team productivity and service delivery
• Assist with departmental initiatives, reporting, and special projects
• Perform additional duties as assigned

New Matter & Client Intake

• Oversee the collection and review of required information for new client and matter intake, including party details, affiliations, and matter descriptions
• Review incoming referrals and supporting documentation for completeness and accuracy prior to conflicts submission
• Communicate with attorneys, staff, and referral sources to resolve missing or unclear information
• Ensure accurate and timely entry of client and matter data into the Firm systems
• Maintain proper documentation of all intake activities in accordance with Firm recordkeeping standards

Conflicts Coordination & Compliance

• Coordinate with the Conflicts Team to ensure timely and thorough conflicts checks are conducted.
• Work closely with attorneys and conflicts personnel to clarify or supplement information necessary for accurate analysis
• Ensure compliance with Firm policies, professional responsibility standards, and regulatory requirements
• Track, analyze, and report intake metrics and workflow trends to department leadership

Qualifications & Skills

• High school diploma or equivalent (associate or bachelor’s degree preferred)
• 4+ years of experience in legal intake, conflicts, or case management within a law firm environment
• Prior supervisory or team lead experience is strongly preferred
• Experience working with legal intake or referral portals preferred
• Strong knowledge of legal terminology, intake procedures and conflict checking processes
• Proficiency in Microsoft Office Suite and experience with document and case management systems
• Excellent attention to detail with the ability to manage multiple priorities in a fast-paced environment
• Strong leadership, organizational, and problem-solving skills
• Excellent written and verbal communication skills
• Ability to handle confidential information with discretion
• Ability to work independently and collaboratively across departments

This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Equal Opportunity Employer

Kahana Feld provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Type

Full-Time, Exempt

Supervisory Responsibilities

None

Work Location

Hybrid

Salary Description

$90,000 - $115,000

Physical Requirements

Primarily sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards. Must have the ability to walk short distances, and/or drive a vehicle to deliver and pick up materials. Work can be performed with or without accommodations.

Travel

5 – 10% domestic travel by ground and or air, dependent on firm needs