Legal AI Architect, Intake Specialist

Role overview

This position owns the intake discipline for an AI platform serving plaintiff law firms, treating the first client contact as the highest-leverage moment in the case lifecycle. The role blends legal-operations expertise with hands-on configuration of AI voice agents, telephony integrations, CRM handoffs, and e-signature workflows, and carries direct responsibility for the firms' experience during onboarding.

• Customize AI voice agents end-to-end per firm, including personality, knowledge base, objection handling, case-type-specific questions, transfer rules, staff directories, and call/lead scoring.
• Stand up the full intake stack with integrations engineering: phone system connections (such as Ring Central-class platforms), CRM and document management handoff (such as Clio Grow, Lead Docket, or Smart Advocate), and e-signature setup so retainers can be sent and signed while the client is still on the line.
• Define what "fully onboarded" means for intake — checkpoints, sequencing, and judgment calls — so accounts land in a stable, working state.
• Convert hands-on learnings into training and documentation that raise the team's overall intake capability over time.
• Manage a portfolio of intake-focused accounts, including intake-only and expansion-style engagements where specialized setup is required.

• J.D. or prior role in legal operations at a plaintiffs' firm of meaningful size.
• Real-world command of intake mechanics: call flows, lead qualification, objection handling, and case-viability judgment.
• Comfort configuring and iterating on AI-driven workflows, not only describing how intake should work.
• Strong documentation habits that turn personal expertise into reusable team playbooks.
• Proven ability to collaborate across functions with customer success, integrations engineering, and clients directly.

• Direct experience with legal intake or voice AI platforms (Ring Central, Clio Grow, Lead Docket, Smart Advocate, or comparable tools).
• Consulting background layered on legal or intake operations experience.
• Experience training non-technical teams on new workflows or tools.

• Base salary range of $140,000–$170,000 USD, plus equity.
• 401(k) with employer matching, health, dental, vision, and life insurance, plus short- and long-term disability coverage.
• Commuter benefits (in-office), workplace setup reimbursement, and a telecomm stipend.
• Flexible time off plus holidays, quarterly team gatherings, and in-office perks; autonomous work environment.