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Full Service Law Firm | Michael Best & Friedrich LLP

Specializing in the Intersection of Business &amp; Government

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Michael Best is seeking a&nbsp;Business Intake &amp; Records Coordinator&nbsp;to support the Legal Operations team by performing administrative and coordination functions related to lateral client intake, attorney departures, client transfers, and related records. This role helps ensure continuity, accuracy, and compliance throughout the client lifecycle and works closely with attorneys, practice management, finance, billing, and records teams.

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Support lateral client intake, including documentation, system setup, approvals, and tracking.

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Manage the team inbox and assist with routing requests.

Create reports, draft transfer and engagement letters, and send DocuSign as needed.

Open client and matter records in firm systems.

Ensure intake and transition records are complete, organized, and audit-ready.

Prepare electronic files for attorney and/or client transfer by reviewing contents and creating secure sharing links.

Assist with records maintenance in Aderant.

Identify process improvement opportunities and assist with documentation and training materials.

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Location

This position will be based in our Milwaukee or Waukesha office.

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Knowledge &amp; Education

High school diploma or equivalent required; associate or bachelor's degree preferred.

Prior experience in a law firm, legal operations, intake, records, or administrative role preferred.

Experience supporting process-driven workflows and cross-functional coordination is a plus.

Interpersonal Skills

Strong attention to detail and ability to manage multiple time-sensitive tasks.

Excellent organizational, written, and verbal communication skills.

Ability to handle confidential information with discretion and professionalism.

Proficiency in Microsoft Office (Excel, Word, Outlook); comfort working in legal and billing systems.

Strong customer service orientation when working with attorneys and internal stakeholders.

We are committed to fostering an environment where every team member can thrive both personally and professionally. It's why we invest in and provide the following resources and guidance to help you grow your career with confidence.
<ul>
<li>Challenging and Dynamic Role</li>
<li>Career Development Planning</li>
<li>Professional Growth Opportunities</li>
<li>Performance Management and Coaching</li>
<li>Specialized Training Programs</li>
</ul>

Learning &amp; Growth

Our comprehensive benefits support the well-being of our people by prioritizing physical and mental health. From core health coverage to proactive wellness programs, we provide the tools you need to care for yourself at every stage of life.
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<li>Medical</li>
<li>Dental</li>
<li>Vision Care</li>
<li>Health Savings Accounts</li>
<li>Flexible Spending Accounts</li>
<li>Wellness Program</li>
<li>Employee and Family Assistance Program</li>
</ul>

Health &amp; Wellness

Our approach combines competitive pay with exceptional benefits and meaningful rewards that reflect the value each team member brings to our firm. We ensure everyone has the support they need to be at their best.
<ul>
<li>Competitive Base Pay</li>
<li>Annual Merit Review/Incentive Pay</li>
<li>Outstanding Benefits</li>
<li>Generous PTO Plus 10 Paid Holidays</li>
</ul>

Total Compensation

We take a proactive approach to future planning by offering benefits designed to safeguard your financial and personal well-being.
<ul type="disc">
<li>401(k) with Company Contribution</li>
<li>Paid Medical Leave</li>
<li>Long Term Disability Plan</li>
<li>Life Insurance</li>
<li>Critical Illness Insurance</li>
<li>Paid Parental Leave</li>
</ul>

Planning for the Future

Our culture is built on trust, respect, and a shared commitment to excellence. As a growing firm with an exciting vision for the future, we offer a modern, flexible working environment that supports productivity, balance, and connection.
<ul type="disc">
<li>Respected Organization with Collaborative Culture</li>
<li>Growing Firm with an Exciting Future</li>
<li>Contemporary Work Environment</li>
<li>Positive and Respectful Work Climate</li>
<li>Performance Recognition</li>
</ul>

Culture &amp; Workplace

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To be considered for this position, please submit an application via our <a href="https://lawcruit.micronapps.com/sup/ApplicationForm.aspx?%3Eac^?LWCZ4dN=1`&amp;QFBsMzxLV0VYQA%3d%3d=Ml5Kaw%3d%3d&amp;QDFnXTpbVzc%3d=Mj1nNG9g&amp;PWI4=OkA7QQ%3d%3d" target="_blank" rel="noreferrer noopener">online portal.</a>

Recruitment Agencies: Michael Best is not accepting unsolicited agency resumes for this position. Please do not forward resumes to our careers email address or any Firm employees. Michael Best is not responsible for any fees related to unsolicited resumes.&nbsp;

Michael Best &amp; Friedrich LLP&nbsp;and&nbsp;Michael Best Strategies LLC,&nbsp;(collectively known as "Michael Best") are steadfastly committed to providing equal employment opportunity and maintaining a workplace for employees and applicants for employment that is free from discrimination based upon age, race, religion, color, disability, marital status,&nbsp;sex&nbsp;(including pregnancy), national origin, ancestry, ethnicity, sexual orientation, gender identity or expression, genetic information, veteran or military status, or any other status protected by applicable federal, state, or local law.

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, please contact our Recruiting team at 414.225.4999 or careers@michaelbest.com to let us know the nature of your request and your contact information.

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Business Intake & Records Coordinator

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