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Position: Full Time Location: Remote

Position Overview

Seeking an experienced Intake & Case Consultant to oversee and optimize our case intake operations, automate workflows, and collaborate with attorneys to enhance active case distribution. This role is critical in ensuring the efficiency of our intake processes, increasing signed cases, and managing legal case flow.

Key Responsibilities 1. Lead Intake & Case Sign-Ups • Manage and optimize Lemon Law case acquisition, scaling sign-ups to 100-200 per month. • Develop strategies for intake efficiency and ensure high conversion rates. • Expand into other practice areas, including Employment Law, Personal Injury, and Immigration. 2. Case Flow & Future Case Management • Oversee intake tracking and follow-up procedures to ensure seamless client transitions. • Work closely with law firms to distribute cases effectively and maximize settlements. 3. Team Hiring & Management • Recruit, train, and oversee intake staff to maintain top-tier client communication and case retention. • Implement training programs and performance reviews to ensure a high-quality intake team. 4. Lead and Call Audits • Ensure quality control in intake calls, lead follow-ups, and documentation processes. • Optimize call scripts and intake procedures to increase efficiency and conversions. 5. Workflow & Automation Optimization • Implement and refine intake automation tools to streamline lead processing and document collection. • Work with tech teams to ensure CRM and intake software integrations align with business goals. 6. Case Settlement & Documentation Management • Oversee documentation collection and submission processes to law firms, ensuring all paperwork is complete before handoff. • Ensure timely follow-ups to reduce case drop-off rates.

Requirements • Proven experience in legal intake management, case acquisition, or law firm operations. • Strong understanding of legal intake processes, especially in Lemon Law and Employment Law. • Ability to scale and optimize case acquisition workflows, increasing signed cases efficiently. • Experience hiring and managing intake teams in a high-volume legal environment. • Knowledge of intake automation tools and CRM systems. • Exceptional communication, organization, and leadership skills. • Ability to work independently and proactively drive case acquisition strategies. *