Legal Intake Manager
Block LLP is seeking an experienced Legal Intake Manager to lead and oversee our intake department, including both in-person and remote intake team members. This role requires a strong background in sales, legal intake, and team management, with a focus on driving conversions, coaching performance, and maintaining a high standard of client service.
The Legal Intake Manager is responsible for ensuring potential clients receive a professional, empathetic, and sales-driven experience from first contact through sign-up.
Requirements
Intake Sales Leadership
- Lead, manage, and coach a team of legal intake specialists (in-office and remote)
- Set and enforce sales standards, scripts, and intake workflows
- Drive conversion of inbound leads into signed clients
- Monitor call handling, follow-up, and closing techniques
- Review calls and provide regular coaching and performance feedback
Legal Intake Oversight
- Ensure accurate screening, qualification, and documentation of potential cases
- Maintain compliance with firm intake standards and legal requirements
- Oversee proper case handoff to pre-litigation teams after sign-up
- Serve as escalation point for complex or high-value intake matters
Performance Metrics & Reporting
- Track and analyze intake KPIs (conversion rate, call volume, response time, signed cases, lead quality)
- Prepare performance reports for firm leadership
- Identify trends, gaps, and opportunities for improvement
- Implement data-driven strategies to increase efficiency and results
Operations & Process Improvement
- Develop, refine, and enforce intake SOPs
- Partner with Marketing to evaluate lead quality and optimize campaigns
- Collaborate with Operations, Pre-Litigation, and Litigation teams
- Assist with hiring, onboarding, and training of intake staff
Qualifications & Requirements
- 5+ years of sales experience , including consultative or inbound sales
- 2+ years of legal intake experience (personal injury strongly preferred)
- 2+ years of experience managing and coaching a team
- Proven track record of meeting or exceeding sales goals through team leadership
- Strong understanding of intake funnels, sales metrics, and performance management
- Excellent communication, leadership, and coaching skills
- Comfortable managing remote teams and distributed workflows
- Experience with CRM systems, call tracking, and legal intake software preferred
Benefits
Compensation & Benefits
- Competitive base salary with performance-based bonuses
- Robust PTO program (time off accrual and firm holidays)
- 401(k) retirement program
- Medical, dental, and vision insurance
- Bonus opportunities tied to intake performance and firm growth
Culture & Perks
- Leadership role with direct impact on firm revenue
- Collaborative, high-performance environment
- Firm events, team outings, and celebrations
- Fully stocked kitchen with snacks, drinks, and coffee
- Opportunity to scale and optimize a critical department
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