Description

We are seeking an experienced Managing Intake Attorney to lead the Intake Department of a personal injury law firm. This is a senior management position focused on department leadership, case evaluation, client conversion, lead optimization, and referral management.

This position does not carry an active caseload and does not require routine court appearances. Instead, the Managing Intake Attorney will oversee the intake process from initial inquiry through case acceptance, referral, or decline, while ensuring prospective clients receive a timely, professional, and compassionate response.

Position Overview
Employment Type: Full-Time
Department: Intake / Client Onboarding
Position Type: Management – No Active Caseload
Primary Focus: Intake leadership, case evaluation, client conversion, referral management, and department performance

Key Responsibilities
Intake Department Leadership & Management
        Oversee the daily operations and overall performance of the Intake Department.

        Supervise, train, mentor, and develop intake specialists, coordinators, and support staff.

        Establish and monitor department key performance indicators (KPIs), including response times, conversion rates, follow-up activity, and lead outcomes.

        Conduct performance evaluations and manage department staffing and work schedules.

        Develop and maintain effective intake systems, procedures, and accountability standards.

        Work closely with the firm’s marketing team to evaluate lead quality, conversion performance, advertising results, and overall intake funnel efficiency.

        Identify opportunities to improve lead response, client experience, conversion rates, and department productivity.

Case Evaluation & Legal Vetting
        Review complex, high-value, or otherwise significant personal injury inquiries escalated by intake staff.

        Evaluate potential cases based on liability, damages, insurance coverage, injury severity, collectability, and potential recovery.

        Assist in determining whether potential cases meet the firm’s case acceptance criteria.

        Ensure consistent application of the firm’s case acceptance standards and risk thresholds.

        Oversee conflict-of-interest checks before final case acceptance.

        Provide guidance to intake staff regarding case viability and appropriate next steps.

Referral Management
        Evaluate non-accepted cases to determine whether referral to another law firm is appropriate.

        Identify and maintain relationships with appropriate referral firms.

        Oversee detailed follow-up and tracking of referred matters.

        Ensure referral firms provide required status updates and comply with applicable referral arrangements.

        Prepare and review monthly reports regarding referred cases, case status, and potential referral fees.

        Monitor and facilitate the timely collection of referral fees due and owing to the firm, consistent with applicable ethical and legal requirements.

Client Conversion & Onboarding
        Establish effective and empathetic communication standards for prospective clients, particularly individuals dealing with serious injuries or difficult circumstances.

        Oversee the conversion of qualified prospective clients into retained clients.

        Review and refine intake scripts, procedures, retainer agreements, and onboarding documentation.

        Ensure timely completion of engagement documentation and transition of accepted cases to the appropriate legal team.

        Handle sensitive or complex communications involving declined cases and referral-out decisions.

        Maintain a professional and compassionate client experience throughout the intake process.

Qualifications
        Education: Juris Doctor (J.D.) from an accredited law school strongly preferred. Candidates with an MBA or significant relevant business-management experience may also be considered.

        Licensure: Active license to practice law preferred.

        Experience: Minimum of 3 years of personal injury experience. Prior intake management, law firm management, or team leadership experience strongly preferred.

        Strong understanding of personal injury case evaluation, including liability, damages, insurance coverage, and case value.

        Demonstrated ability to manage and develop teams and implement effective systems and processes.

        Strong analytical skills with the ability to interpret intake, marketing, conversion, and performance data.

        Experience establishing and monitoring KPIs and holding teams accountable for results.

        High proficiency with legal CRM and/or case-management platforms such as PracticeMaster, Needles, Clio, Litify, Filevine, Captorra, or comparable systems.

        Exceptional communication, emotional intelligence, judgment, and leadership skills.

        Ability to communicate effectively and compassionately with prospective clients experiencing serious injuries, loss, or crisis.

        Highly organized, responsive, results-oriented, and comfortable working in a fast-paced environment.

Compensation & Benefits
We offer a highly competitive compensation and benefits package commensurate with experience and qualifications.

Relocation assistance may be available for the right candidate.

This is an excellent opportunity for an experienced personal injury professional who enjoys leading people, evaluating cases, building efficient systems, analyzing performance, and driving client conversion without the demands of maintaining an active litigation caseload.