Legal Intake Manager

The Intake Manager will manage multiple aspects associated with the client intake process for the law firm. This position will enforce the law firm's system for screening potential new clients for legal services and routing PNCs to the appropriate departments. This position will often be the first line of contact for potential new clients.

Essential Functions

• Review of all potential new clients/ matters
• Track and monitor all PNC calls daily
• Potential new matter evaluation: disposition authority to sign, decline, further evaluate, and escalate serious cases for review
• Compliance review to include clients designated for signup; attorney assigned to the signup, resolution of signup, department to which the client becomes assigned.
• Client meetings and manage escalated PNC issue resolution (calls/in-person)
• Manage overflow of on-call; in-office/after-hours potential new matters
• Developing and leading legal strategy to promote and protect the company's matters
• Participating in the formulation of general management policy as a member of the executive management team
• Weekly forecasting
• Ensure 100% compliance on calls monitored
• Ensure ethical and legal obligations
• Additional projects, as assigned.

Competencies

• Possess strong initiative
• Excellent management and leadership skills
• Strong business acumen
• Detail-oriented
• Effective communication and delegation
• Customer service
• Emotional intelligence
• High energy motivator
• Sales / ability to relate the unique features and benefits of the law firm
• Identify, train, develop and retain talent
• Multi-tasking, time management, and the ability to organize and prioritize work
• Must have the ability to motivate and energize employees under his/her supervision to generate the best results for clients and organization.
• Must be approachable and have the ability to communicate with employees with professionalism.
• Bilingual

Preferred Education and Experience

• Strong business and sales background
• 5 yrs sales experience
• 2+ Years Personal Injury experience
• Must have strong commitment to client service
• Previous management experience
• Excellent writing skills
• Working on cross-functional teams
• Previous customer service/sales experience preferred with after-hours on call experience
• Must have valid TX driver license and good driving record