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Legal Intake Manager

16 hours, 42 minutes ago
United States
Full-time
Mid Level
Paralegal
Operations
Apply Now
MeanPug Digital

MeanPug Digital

MeanPug Digital is a full-service digital marketing agency that specializes in providing strategic leadership and comprehensive marketing solutions, including SEO, branding, web development, and advertising, specifically tailored for ambitious law firm...

Professional Services
11-50
Founded 2017
View All Jobs 4

Description

  • Design, document, and implement intake workflows for law firm clients, including inbound call handling, lead qualification, and handoff to the legal team.
  • Handle overflow inbound calls during the pilot phase and conduct intake conversations with prospective clients on behalf of law firms.
  • Develop intake scripts, qualification criteria, and escalation protocols tailored to each client's practice area and standards.
  • Build quality assurance processes to ensure intake conversations meet client expectations and legal industry standards.
  • Partner with the AI Enablement Specialist to identify opportunities for voice agents and automation in the intake process.
  • Track and report on intake performance metrics such as call volume, qualification rates, conversion rates, and handoff quality.
  • Identify gaps in the intake process and recommend improvements to workflows and the technology stack.
  • Serve as the internal subject matter expert on legal intake best practices across multiple practice areas.

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 law firm intake process, including lead qualification, prioritization, and handoff to attorneys.
  • Comfort handling live inbound calls and intake conversations with people who may be in distress or urgent situations.
  • Strong process documentation skills with the ability to turn a messy workflow into a 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.
  • Experience with legal CRM or intake platforms such as Clio, Litify, Filevine, or Lead Docket is preferred.
  • Familiarity with call tracking or call center platforms such as CallRail or Five9 is preferred.
  • Exposure to AI voice agents or automation tools in a legal or call center context is preferred.
  • Experience building or scaling an intake function from scratch is preferred.

Benefits

  • Medical, dental, and vision insurance.
  • Company-sponsored 401(k) with matching.
  • Flexible work schedule with freedom to 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.

Interested in this position?

Apply directly on the company website

Apply Now

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