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Case Intake Manager

Company

Robert Half Legal

Location

San Francisco, United States

Type

Full-time

Description
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.

Requirements

+ 3+ years of case ...

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