Intake Director

United States·Fort Worthexecutive

OtherIntake

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Quick Summary

Key Responsibilities

Client Intake Management: Oversee and manage approximately 10+ daily intake calls and subsequent

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OtherIntake

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Responsibilities

~1 min read

→Client Intake Management: Oversee and manage approximately 10+ daily intake calls and subsequent follow-ups dealing with prospective high-value cases, primarily focusing on 18-wheeler accidents and wrongful death.
→Evaluation and Triage: Qualify potential cases by obtaining and reviewing police reports, identifying key facts, and assessing case viability and urgency.
→Process Coordination: Manage the entire sign-up process, including coordinating DocuSign agreements, medical authorizations, and seamless transition into the firm’s case management system, CasePeer.
→Referral Management: Coordinate referrals for cases not fitting the firm’s criteria, ensuring smooth handoffs and compliance with Texas referral fee regulations.
→KPI Reporting and Analysis: Own all intake KPIs and reporting, including inquiry volume, signed cases, lost cases, conversion rates, referral outcomes, marketing source performance, and operational trends, while proactively identifying opportunities for improvement.
→System Optimization & Ownership: Learn, master, and continuously improve intake systems, workflows, reporting structures, and lead management processes to increase efficiency, responsiveness, and conversion performance.
→High-Value Case Monitoring: Prioritize and triage high-severity cases, especially after hours, to ensure immediate attention and strategic handling.
→Department Ownership: Fully own the intake department, serving as both the operational leader and primary driver of intake performance, reporting, systems improvement, and conversion outcomes.

Intake Experience: Minimum of 3 years in plaintiff personal injury intake; ideally with director-level experience.
Operational Leadership: Ability to independently manage and improve an intake department, balancing strategic oversight with hands-on execution and continuous process improvement.
Legal Knowledge: Strong understanding of Texas personal injury law, including understanding the implication of workers' compensation laws and associated nuances.
Technology & Systems Expertise: Demonstrated ability to learn, optimize, and improve lead management and case tracking systems beyond basic day-to-day usage. Experience with Lead Docket, CasePeer, Filevine, or similar plaintiff PI systems is preferred.
Communication: Exceptional interpersonal skills to collaborate effectively with attorneys, paralegals, and potential clients.
Organization: Highly organized with the ability to manage multiple tasks and prioritize effectively.
Responsiveness & Urgency: Ability to handle time-sensitive, high-severity matters with urgency and care, including maintaining responsiveness for urgent wrongful death, trucking, and other high-value matters that may arise outside standard business hours.
Ownership & Initiative: Proven ability to take full ownership of responsibilities, identify opportunities for improvement, and proactively implement solutions without requiring constant direction.

Strategic Role: Be a key player in one of the most important positions at the firm, impacting client experiences and outcomes.
Department Leadership Opportunity: Lead and fully own one of the most important departments in the firm, with significant autonomy to shape processes, systems, reporting, and long-term intake strategy.
Collaborative Culture: Work closely with firm leadership, experiencing direct mentorship and alignment with strategic goals.
Client-Focused Mission: Contribute to a firm that prioritizes empathy and quality service in significant and sensitive legal matters.