The Legal Intake Manager is responsible for supervising the entire project

intake process—from the first client contact to signed

representation—ensuring that every potential client experiences

Professionalism, empathy, and efficiency. This role combines

leadership, process management, and performance analytics to

maintain a world-class intake department that supports firm growth.

The ideal candidate has at least five (5) years of experience in

Personal injury intake, demonstrates strong communication and team

leadership skills, and thrives in a metrics-driven, client-focused

environment.

Key Responsibilities

Client Intake & CaseEvaluation

 Answer incoming potential client (PNC) calls promptly and

gather all relevant case information.

 Assess facts, injuries, damages, liability, and insurance

coverage to determine the veracity of potential cases.

 Accurately enter details into the lead management systems.

 Communicate with clients via phone, email, text, and video

conference to collect information and evidence.

 Set appointments for qualified potential clients and coordinate

attorney consultations.

Leadership & Team Management

 Oversee and manage the firm's intake process to ensure

efficiency, accuracy, and timely handling of inquiries.

 Train, coach, and mentor intake specialists to improve

Communication and conversion skills, with support from Legal

Intake Pros.

 Monitor team performance metrics, report on KPIs, and

Implement process improvements to optimize conversion rates.

 Manage the intake team's after-hours rotation (one week per

month on call).

Collaboration & Process Improvement

 Work closely with attorneys and case managers to ensure...

Seamless case handoffs and accurate data collection.

 Collaborate with the marketing team to provide insights on lead

sources and ROI tracking in Lead Docket.

 Continuously evaluate and refine intake workflows to enhance

client satisfaction and team productivity.

 Maintain strict confidentiality and compliance with legal and firm

policies.

Qualifications

● Bachelor's degree

● At least 5 years' experience working on a personal injury intake

team or as a Case Manager in a personal injury law firm.

● Tech-savvy with experience using Lead Docket and/or Filevine;

or other legal management systems.

● Bilingual Spanish not required but a plus.

● Strong leadership and management skills

● Exceptional communication and interpersonal abilities, with a

Talent for relationship-building and collaboration.

● Outstanding organizational and time-management skills, with

The ability to prioritize multiple tasks effectively.

● High level of empathy and understanding when dealing with clients.

● Commitment to maintaining confidentiality and professional ethics.

● Adapt quickly to changing priorities and demands, maintaining a high level

level of productivity and accuracy.

● Foster a positive and collaborative work environment, contributing to

the overall success of the team.

Compensation & Benefits

● Salary $70,000 to $80,000

● Quarterly Bonuses based upon performance and KPIs.

● Paid Time Off (PTO): 10 days' annual vacation; 6 days

sick/personal; for a total of 16 days annually.

● Paid Holidays

● Health Insurance, Dental Insurance, and Vision

○ (all to be paid by firm)

● Retirement Benefits: Up to 3% match

● Professional Development: Opportunities for training,

certifications, and growth within the firm.

● Additional incentives one week per month on call pay