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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing legal intake processes, leading remote teams, and optimizing client onboarding workflows. Proficient in analyzing performance metrics and ensuring high standards of client communication and service.
Highest-signal resume keywords
Legal Intake ManagementTeam LeadershipLawmatics ProficiencyPerformance AnalysisClient Onboarding
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead QualificationClient OnboardingPerformance ReportingConversion MetricsIntake Process Optimization
Soft Skills
Excellent CommunicationActive ListeningConflict ResolutionEmotional IntelligenceAttention to Detail
Tools & Technologies
LawmaticsClio ManageVoIP Phone SystemsSlackZoomGoogle Workspace
Industry Keywords
Legal Practice AreasFamily LawCriminal DefenseImmigration LawClient Acquisition
Tech Stack
Tools & technologiesVoIP
About the role
Key responsibilities & impact- Lead, coach, and support a remote team of legal intake specialists.
- Assist with hiring, onboarding, training, scheduling, and performance management.
- Oversee the screening and qualification of prospective clients across multiple legal practice areas.
- Ensure time-sensitive and high-priority inquiries are identified and escalated promptly.
- Monitor incoming leads from phone calls, web forms, chat, and other channels to ensure fast and consistent follow-up.
- Track the intake pipeline and ensure leads are properly documented, nurtured, and moved through each stage.
- Review recorded calls, emails, and client communications to maintain high standards of empathy, accuracy, professionalism, and compliance.
- Monitor key performance indicators, including conversion rates, response times, follow-up activity, lead quality, and cost per lead.
- Prepare and present weekly performance reports and actionable recommendations to leadership.
- Manage and optimize workflows, automations, templates, and user processes within Lawmatics.
- Personally handle complex inquiries, escalations, high-value opportunities, and sensitive customer service matters.
- Collaborate with leadership, attorneys, marketing, and operations teams to improve client acquisition and onboarding processes.
- Identify gaps in the intake process and implement strategies to improve efficiency and conversion.
Requirements
What you’ll need- At least 2–3 years of experience managing an intake or sales team within a law firm.
- Proven experience leading, training, and motivating remote team members.
- Strong understanding of legal intake, lead qualification, client onboarding, and consultation scheduling.
- Experience handling intake for family law, criminal defense, immigration, or other consumer-facing legal practice areas is strongly preferred.
- Hands-on experience with Lawmatics is highly preferred.
- Experience using Clio Manage, VoIP phone systems, Slack, Zoom, and Google Workspace.
- Strong analytical skills and confidence working with conversion metrics, response-time data, and performance reports.
- Excellent communication, active listening, conflict-resolution, and customer-service skills.
- High emotional intelligence and the ability to communicate with prospective clients during stressful or sensitive situations.
- Exceptional attention to detail, organization, and follow-through.
- Ability to work independently in a fast-paced, fully remote environment.
- Professional fluency in English.
- Bilingual English and Spanish communication skills are a plus.
Benefits
Comp & perks- Competitive salary (USD)
- Work From Home
- Flexible hours