Loyal Marketing for Ambitious Law Firms, we specialize in branding, web, CRM, software development, SEO, and digital ads
Legal Intake Manager
Location
United States
Posted
4 days ago
Salary
0
Seniority
Senior
Job Description
Legal Intake Manager
MeanPug Digital
• Design, document, and implement intake workflows for law firm clients, covering inbound call handling, lead qualification, and handoff to the client's legal team • Handle overflow inbound calls directly during the pilot phase, running intake conversations with potential clients on behalf of law firms • Develop intake scripts, qualification criteria, and escalation protocols tailored to each client's practice area and intake standards • Build out quality assurance processes to ensure intake conversations meet client expectations and legal industry standards • Partner with our AI Enablement Specialist to identify where voice agents and automation can support or extend the intake function • Track and report on intake performance metrics including call volume, qualification rates, conversion rates, and handoff quality • Identify gaps in the intake process and proactively recommend improvements to both the workflow and the technology stack • Serve as the internal subject matter expert on legal intake best practices across personal injury, criminal defense, family law, and other practice areas
Job Requirements
- 3 to 5 years of experience in legal intake, case management, paralegal work, legal operations, or call center management in a legal environment
- Deep familiarity with the intake process at a law firm, including how leads are qualified, prioritized, and handed off to attorneys
- Comfortable handling live inbound calls and running intake conversations with people who may be in distress or in urgent situations
- Strong process documentation skills, you can turn a messy workflow into a clean, repeatable system
- Experience working across multiple practice areas or client accounts simultaneously
- Comfortable working independently in a remote environment with minimal oversight
- Strong written and verbal communication skills with high attention to detail
- Bonus skills (nice to have)
- Experience with legal CRM or intake platforms such as Clio, Litify, Filevine, or Lead Docket
- Familiarity with call tracking or call center platforms such as CallRail, Five9, or similar
- Exposure to AI voice agents or automation tools in a legal or call center context
- Experience building or scaling an intake function from scratch
Benefits
- Medical, dental, and vision insurance
- Company-sponsored 401(k) with matching
- Flexible work schedule, work when and where you're most productive as long as deliverables are met
- Up to $500 reimbursement for pet adoption fees or vaccinations
- Technology stipend for equipment setup
- Professional development opportunities
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