Legal Intake Manager

The Intake Manager will manage multiple aspects associated with the client intake process for the law firm. This position will enforce the law firm's system for screening potential new clients for legal services and routing PNCs to the appropriate departments. This position will often be the first line of contact for potential new clients.

Essential Functions

• Review of all potential new clients/ matters
• Track and monitor all PNC calls daily
• Potential new matter evaluation: disposition authority to sign, decline, further evaluate, and escalate serious cases for review
• Compliance review to include clients designated for signup; attorney assigned to the signup, resolution of signup, department to which the client becomes assigned.
• Client meetings and manage escalated PNC issue resolution (calls/in-person)
• Manage overflow of on-call; in-office/after-hours potential new matters
• Developing and leading legal strategy to promote and protect the company's matters
• Participating in the formulation of general management policy as a member of the executive management team
• Weekly forecasting
• Ensure 100% compliance on calls monitored
• Ensure ethical and legal obligations
• Additional projects, as assigned.