Extract and analyze data from various sources, such as case management systems, client databases, and financial records.
Identify trends, patterns, and opportunities for improving operational performance.
Evaluate and document existing workflows within the Intake Department.
Propose and implement optimization strategies to enhance operational efficiency and streamline processes.
Assist in planning and tracking projects related to technology upgrades or process changes.
Collaborate with stakeholders to understand business needs and gather detailed functional requirements for new systems, features, or enhancements.
Develop comprehensive documentation, including business requirements, use cases, and technical specifications.
Create and maintain Standard Operating Procedures (SOPs) for intake operations.
Generate detailed reports and dashboards using tools like Excel or Sigma to provide actionable insights to decision-makers.
Communicate findings and recommendations effectively through data visualizations.
Partner with IT teams to ensure seamless integration of new systems or enhancements into existing workflows.
Participate in User Acceptance Testing (UAT) to validate functionality and ensure user needs are met.
Analyze client feedback and identify opportunities to enhance service delivery and improve the overall client experience.

Bachelor’s degree in Business Administration, Data Analytics, or a related field.
Minimum of 2 years of experience as a Business Analyst or in a similar role, preferably within the legal industry.
Familiarity with CRM – Salesforce is a plus.
Experience with process documentation tools (e.g., Lucidchart) and SOP creation.

Business Analyst – Intake Operations

Key skills