Position Overview
We are seeking a licensed attorney to lead our Intake Department. This role goes beyond traditional management — the Intakes Attorney will establish processes, enforce KPIs, and serve as the knowledge base for intake operations. They will lead a 20+ person team (with anticipated expansion), instill a sales culture that signs retainers on the first call, and ensure exceptional client service through disciplined processes, rigorous training, and operational excellence.
Key Responsibilities
Leadership
- Lead, mentor, and manage intake specialists and team leads.
- Develop and enforce KPIs around:
- Retainer sign‑on‑first‑call rates
- Missed call minimization
- Qualified lead conversion
- Call quality and SOP compliance
- Ensure team leads conduct weekly 1:1s with intake specialists and monitor calls for quality; implement AI QA tools as needed.
- Coordinate and deliver bi‑weekly sales training for intake staff on persuasion, empathy, objection handling, and retainer conversion.
Technology
- Optimize Salesforce/Litify, telephony, call routing, and AI QA solutions for intake efficiency.
- Monitor marketing lead sources and intake data to identify trends and ROI.
- Produce weekly/monthly reports on KPIs, performance, and source conversion.
Client Experience
- Maintain high client service standards—ensuring every caller experiences empathy, professionalism, and trust.
- Handle escalated calls and ensure legal sufficiency in case qualification.
- Regularly audit intake scripts, retainers, and processes for compliance and accuracy.
Cross‑Department Leadership
- Work closely with Marketing to optimize lead quality and conversion.
- Coordinate with Attorneys and Case Managers for smooth client onboarding and expectations.
- Provide intake performance updates and strategic recommendations to firm leadership.
Workforce Management
- Oversee staffing, scheduling, and coverage to ensure minimal missed calls, including weekends/after‑hours.
- Partner with HR to recruit, onboard, and retain top intake talent.
- Develop a scalable intake training and onboarding program.
Qualifications
- JD and active license to practice law in California.
- 3+ years of personal injury or plaintiff‑side litigation experience (preferred).
- Appetite to lead high‑volume teams (20+ staff).
- Excellent communication, empathy, and client service skills.
- Ability to foster a sales‑driven culture in a legal setting.
Why Join Us
- Shape and scale the intake engine of a rapidly growing law firm.
- Competitive compensation, benefits, and advancement opportunities.
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
- Data reimbursement
- Optional life insurance
- Paid time off
Life at Levin & Nalbandyan
- Modern office space
- Opportunities for professional growth and development
- Casual work attire
- Relaxed and supportive workplace culture
- Flexible working hours and hybrid schedule
- Performance incentives and goal‑oriented environment
- Safe, lively work environment