What are the responsibilities and job description for the Legal Intake Manager position at Block LLP?
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 in-person 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.
The Legal Intake Manager is responsible for ensuring potential clients receive a professional, empathetic, and sales-driven experience from first contact through sign-up.
Intake Sales Leadership- 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
- 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
- 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
- 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
- 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
- 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
- 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