Intake Manager

Are you a confident, client-focused professional who can turn first impressions into lasting relationships?

Do you thrive in an environment where empathy meets execution, where every call, consultation, and conversation matters?

Can you balance warmth with precision, guiding potential clients through sensitive family and probate matters while keeping the process organized, clear, and efficient?

Are you ready to take full ownership of the intake process, improving conversion, streamlining systems, and ensuring that every client’s first experience reflects excellence, care, and professionalism?

Final question:
When faced with a challenge, do you get excited or run away?

IMPORTANT: TO APPLY

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To Apply:

Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

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Rooted in compassion and driven by results, Boroja, Bernier & Associates is a trusted legal advocate for individuals and families across Michigan. Based in Shelby Township, the firm represents clients in family law, probate and estate planning, criminal defense, and disability matters. Every case is handled with empathy, professionalism, and a deep commitment to achieving the best possible outcome.

The firm has built its reputation on trust, clear communication, and dedicated client service. Each team member shares the same guiding principle: deliver honest guidance, treat clients with respect, and create meaningful impact through diligent, results-focused representation.

With that in mind, we are seeking an Intake Manager who will serve as the cornerstone of the client experience. This individual will ensure that every new inquiry receives the attention, care, and structure it deserves while combining compassion with strategy to turn first contacts into lasting client relationships.

• Conduct consultations that qualify and convert leads into retained clients
• Confidently explain services, discuss fees, and guide clients through the decision process
• Handle each interaction with professionalism, empathy, and urgency

• Own the firm’s intake process from first contact to signed engagement
• Improve conversion rates by identifying strong cases and filtering out poor fits
• Maintain consistent follow-up and communication across every lead source
• Drive measurable performance improvements, raising the firm’s close rate from roughly 20 percent toward the target range of 50–80 percent for qualified leads

• Manage data and lead flow inside Clio Grow and Clio Manage
• Ensure accurate entry, complete documentation, and seamless handoffs to attorneys
• Review and refine intake workflows to reduce friction and increase efficiency
• Partner with firm leadership to evaluate lead quality and marketing ROI
• Analyze data to identify which channels produce the best clients
• Provide insights and recommendations that inform strategic decisions

• Develop and maintain SOPs that improve consistency and performance
• Test new approaches to consultations, scripts, and communication workflows
• Continuously look for ways to increase efficiency across the intake funnel

• Coordinate with attorneys and administrative staff for smooth case transitions
• Keep all departments informed on new sign-ups, pending matters, and client updates

• Experience: Minimum of 3 years in intake, client services, or sales within a professional setting; prior law firm experience strongly preferred.
• Sales and Legal Insight: Experience in intake or consultative sales within a law firm or professional services environment, with the ability to qualify leads and convert them into retained clients. Familiarity with family law, probate, or estate planning is preferred.
• Client Communication: Strong communication and listening skills, capable of building trust and maintaining professionalism in sensitive client interactions.
• Process Management: Skilled in managing structured workflows and maintaining accurate client records through CRM systems such as Clio Grow and Clio Manage.
• Data…