Intakes Attorney

Position Overview

We are seeking a licensed attorney to lead our Intake Department. This role goes beyond traditional management — the Intakes Attorney will establish processes, enforce KPIs, and serve as the knowledge base for intake operations. They will lead a 20+ person team (with anticipated expansion), instill a sales culture that signs retainers on the first call, and ensure exceptional client service through disciplined processes, rigorous training, and operational excellence.

• Lead, mentor, and manage intake specialists and team leads.
• Develop and enforce KPIs around:
  • Retainer sign‑on‑first‑call rates
  • Missed call minimization
  • Qualified lead conversion
  • Call quality and SOP compliance
• Ensure team leads conduct weekly 1:1s with intake specialists and monitor calls for quality; implement AI QA tools as needed.
• Coordinate and deliver bi‑weekly sales training for intake staff on persuasion, empathy, objection handling, and retainer conversion.

• Optimize Salesforce/Litify, telephony, call routing, and AI QA solutions for intake efficiency.
• Monitor marketing lead sources and intake data to identify trends and ROI.
• Produce weekly/monthly reports on KPIs, performance, and source conversion.

• Maintain high client service standards—ensuring every caller experiences empathy, professionalism, and trust.
• Handle escalated calls and ensure legal sufficiency in case qualification.
• Regularly audit intake scripts, retainers, and processes for compliance and accuracy.

• Work closely with Marketing to optimize lead quality and conversion.
• Coordinate with Attorneys and Case Managers for smooth client onboarding and expectations.
• Provide intake performance updates and strategic recommendations to firm leadership.

• Oversee staffing, scheduling, and coverage to ensure minimal missed calls, including weekends/after‑hours.
• Partner with HR to recruit, onboard, and retain top intake talent.
• Develop a scalable intake training and onboarding program.

• JD and active license to practice law in California.
• 3+ years of personal injury or plaintiff‑side litigation experience (preferred).
• Appetite to lead high‑volume teams (20+ staff).
• Excellent communication, empathy, and client service skills.
• Ability to foster a sales‑driven culture in a legal setting.

• Shape and scale the intake engine of a rapidly growing law firm.
• Competitive compensation, benefits, and advancement opportunities.

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance
• Data reimbursement
• Optional life insurance
• Paid time off

• Modern office space
• Opportunities for professional growth and development
• Casual work attire
• Relaxed and supportive workplace culture
• Flexible working hours and hybrid schedule
• Performance incentives and goal‑oriented environment
• Safe, lively work environment