Hybrid Legal Intake director

Dallas, United States | Posted on 02/09/2026

We are seeking an experienced Intake Director to lead and optimize our intake department. This role is responsible for overseeing daily intake operations, managing staff performance, improving conversion rates, and ensuring an exceptional client experience from the first point of contact. The ideal candidate is a strong leader with a data-driven mindset and a deep understanding of legal intake processes.

• Lead, manage, and mentor the intake team to ensure high performance and accountability
• Develop, implement, and refine intake processes and workflows
• Monitor call metrics, lead conversion rates, and overall intake performance
• Train and coach team members on best practices, scripting, and client communication
• Collaborate with firm leadership to align intake strategy with business goals
• Ensure compliance with firm policies and applicable regulations
• Evaluate and recommend intake technology, CRM tools, and reporting improvements

• 3+ years of experience in legal intake, with leadership or management experience preferred
• Strong understanding of intake metrics, KPIs, and conversion optimization
• Excellent communication, coaching, and organizational skills
• Ability to manage a team in a hybrid or remote environment
• Experience with CRM and intake software (e.g., Filevine, Clio, Litify, or similar)
• Self-motivated, detail-oriented, and results driven

• Hybrid role based in Dallas, TX
• Open to fully remote candidates with strong experience
• Full-time position
  
  Competitive salary based on experience
• Performance-based incentives
• Benefits package (medical, dental, vision, PTO, and more)
• Growth and leadership development opportunities