Legal Intake Manager (Legal)

TL;DR

Legal Intake Manager (Legal): Designing and implementing a new intake function for law firm clients with an accent on workflow documentation, lead qualification, and process automation. Focus on building repeatable systems, managing pilot call workflows, and integrating AI voice tools to scale legal intake services.

Location: Remote (United States)

Company

A digital agency providing specialized automation and intake services for law firms.

What you will do

• Design and implement intake workflows, covering inbound call handling, lead qualification, and handoffs to legal teams.
• Manage live inbound calls during the pilot phase to refine intake conversations and scripts.
• Develop customized qualification criteria and escalation protocols across various legal practice areas.
• Establish quality assurance processes to ensure conversations meet legal industry standards.
• Collaborate with AI specialists to integrate voice agents and automation into the intake function.
• Track and report on performance metrics, including conversion rates and handoff quality.

Requirements

• 3 to 5 years of experience in legal intake, paralegal work, legal operations, or legal call center management.
• Deep familiarity with how law firm leads are qualified, prioritized, and handed off to attorneys.
• Ability to handle live calls with individuals who may be in urgent or distressing situations.
• Strong process documentation skills to transform complex workflows into repeatable systems.
• Must be based in the United States.
• Strong written and verbal communication skills with high attention to detail.

Nice to have

• Experience with legal CRMs such as Clio, Litify, Filevine, or Lead Docket.
• Familiarity with call tracking platforms like CallRail or Five9.
• Exposure to AI voice agents or automation tools in a legal or call center context.
• Experience building or scaling an intake function from scratch.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance.
• Company-sponsored 401(k) with matching.
• Flexible work schedule focused on deliverables rather than hours.
• Technology stipend for home equipment setup.
• Unique reimbursement for pet adoption fees or vaccinations (up to $500).
• Professional development opportunities.