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Case Intake Manager

Remote, USA Full-time Posted 2025-11-02
AI legal start up is looking for an experienced Case Manager to join the team. Responsibilities: • Design and implement intake workflows for various litigation initiatives, from initial outreach and lead qualification to signed engagement and CRM integration. • Manage day-to-day intake activities, including lead triage, eligibility screening, client follow-ups, retainer execution, and data integrity. • Ensure all intake activities comply with relevant legal and regulatory requirements (e.g., advertising rules, privacy standards). Maintain clear records and audit trails. • Develop reporting dashboards to track funnel performance metrics such as lead conversion, engagement rates, and response times. • Train and manage support staff or external vendors. Continuously refine scripts, workflows, and knowledge resources to improve efficiency and client experience. • 3+ years of case intake experience in mass tort, personal injury, or consumer class actions. • Proficiency with CRM platforms • Experience managing a team • Solid skills in spreadsheet management and basic analytics for reporting and performance tracking. Apply tot his job Apply To this Job

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