Intake Operations Lead — Law Firm Growth

Cowen | Rodriguez | Peacock; San Antonio (TX); Presencial; USD 65 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Paid time off

401(k)

Resumo da oferta

Cowen Rodriguez Peacock in San Antonio, TX seeks an Intake Manager to lead the intake function and partner with firm leadership to optimize client experience from first contact. You will guide a growing team, implement scalable processes, and drive data-driven improvements across intake and legal handoffs.

The ideal candidate has strong intake leadership, analytics capability, and experience with tools like Lead Docket or Filevine, with a focus on high conversion and client satisfaction.

Qualificações

• Proven expertise in personal injury intake management.
• Strong leadership with operational oversight and process improvement experience.
• Skilled in data analysis and KPI development to drive decisions.
• Familiar with intake systems like Lead Docket or Filevine for data capture and reporting.
• Experience managing external vendors and ensuring service quality.
• High integrity aligned with client trust and firm values.
• Background in personal injury or professional services with process leadership.
• Excellent verbal and written communication for staff training and client engagement.

Responsabilidades

• Oversee the entire intake function and staff for direct and referred cases.
• Coach and develop intake team in empathy, client engagement, and data capture.
• Design scalable intake processes to improve efficiency and handle ~20% more cases.
• Establish and monitor KPIs to ensure high conversion rates and consistency.
• Manage lead-generation vendors and the answering service; assess lead quality.
• Analyze intake data to generate insights for continuous improvement.
• Develop onboarding and training programs for future intake hires.
• Ensure prompt responses and smooth workflow between intake and legal teams.

Conhecimentos

Intake management

Leadership

Analytics

Systems proficiency

Vendor management

Ethics & integrity

Experience in personal injury or pro.‑

Communication

Ferramentas

Lead Docket

Filevine

Descrição da oferta de emprego

Cowen Rodriguez Peacock in San Antonio, TX seeks an Intake Manager to lead the intake function and partner with firm leadership to optimize client experience from first contact. You will guide a growing team, implement scalable processes, and drive data-driven improvements across intake and legal handoffs.

The ideal candidate has strong intake leadership, analytics capability, and experience with tools like Lead Docket or Filevine, with a focus on high conversion and client satisfaction.