Legal Intake Manager

Job Description:

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.

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The Legal Intake Manager is responsible for ensuring potential clients receive a professional, empathetic, and sales-driven experience from first contact through sign-up.

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Requirements

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Intake Sales Leadership

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•  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 

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Legal Intake Oversight

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•  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 

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Performance Metrics & Reporting

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•  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 

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Operations & Process Improvement

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•  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 

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Qualifications & Requirements

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•  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

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Benefits

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Compensation & Benefits

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•  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 

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Culture & Perks

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•  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