Legal Intake Manager

AppleOne; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

AppleOne in Coral Gables, FL is seeking an experienced Legal Intake Manager to lead client intake operations and convert qualified prospective clients into retained clients. This role focuses on client engagement, team leadership, process improvements, and driving firm growth.

The position oversees the full intake journey from inquiry to engagement, with emphasis on strong communication and professional client service in a boutique legal setting.

Qualifications

• 3+ years of experience in a law firm, legal services organization, or legal intake environment.
• Experience managing or overseeing client intake, prospective client screening, or onboarding.
• Strong understanding of legal intake workflows and attorney coordination.
• Ability to manage a high volume of inquiries with professionalism and discretion.
• Experience tracking intake activity and conversion metrics.

Responsibilities

• Oversee daily legal intake operations from inquiries via phone, email, website, and referrals.
• Lead the intake process from initial contact through screening, scheduling, and engagement.
• Conduct preliminary intake interviews to gather case information and assess legal needs.
• Coordinate prospective client screening, conflict checks, and attorney consultations.
• Monitor intake performance metrics and drive improvements; train the intake team.

Skills

Legal intake management

Team leadership

Process improvement

Client engagement

Attention to detail

Communication skills

Tools

CRM tools

Legal case management systems

Job description

Job Summary

A growing boutique law firm in Coral Gables, FL is seeking an experienced Legal Intake Manager to lead client intake operations and help convert qualified prospective clients into retained clients. This direct hire opportunity is ideal for a legal services professional who enjoys client engagement, team leadership, process improvement, and contributing directly to firm growth.

The Legal Intake Manager will serve as a key point of connection between prospective clients, attorneys, and administrative staff. This role oversees the full intake journey, from initial inquiry and preliminary screening to consultation scheduling, follow-up, and client engagement. The position offers the opportunity to make a meaningful impact by improving the prospective client experience, strengthening intake processes, and supporting a responsive, professional, and client-focused legal environment.

This is a strong fit for someone who values supportive leadership, positive teamwork, clear communication, and the ability to help shape department performance. The firm offers a professional boutique setting where attention to detail, collaboration, relationship-building, and high-quality client service are highly valued.

Key Responsibilities

• Oversee daily legal intake operations, including inquiries received by phone, email, website submissions, and referral sources.
• Lead the intake process from initial client contact through screening, consultation scheduling, follow-up, and engagement.
• Conduct preliminary intake interviews to gather case information, assess potential legal needs, and prepare matters for attorney review.
• Coordinate prospective client screening, conflict checks, attorney consultations, and smooth handoffs to the legal team.
• Monitor intake performance metrics such as response times, follow-up activity, consultation scheduling, and lead conversion rates.
• Train, coach, and support intake team members while developing best practices to improve efficiency and client experience.

Compensation and Benefits

• Salary: $70,000 to $90,000 per year.
• Job Type: Direct Hire.
• Location: Coral Gables, FL 33146.

Required Qualifications and Skills

• Manage legal intake operations and oversee the full prospective client journey from inquiry to client engagement.
• Screen prospective clients, gather preliminary case information, coordinate conflict checks, and schedule attorney consultations.
• Lead intake follow-up efforts and support conversion of qualified inquiries into retained clients.
• Monitor intake performance, improve processes, and support team training and accountability.
• 3+ years of experience in a law firm, legal services organization, or legal client intake environment.
• Experience managing or overseeing client intake, prospective client screening, consultation scheduling, or new client onboarding.
• Strong understanding of legal intake workflows, including matter qualification, preliminary case information gathering, and attorney consultation coordination.
• Ability to manage a high volume of prospective client inquiries while maintaining professionalism, responsiveness, and discretion.
• Experience tracking intake activity, lead follow-up, consultation scheduling, and conversion or retention metrics.
• Excellent verbal and written communication skills with the ability to build trust and rapport with prospective clients.
• Strong organizational skills, attention to detail, and ability to manage competing priorities in a fast-paced legal setting.
• Proficiency with legal case management systems, intake platforms, or CRM tools.

Preferred Qualifications

• Previous supervisory, team leadership, or intake department management experience.
• Familiarity with platforms such as Clio, Filevine, Litify, Lawmatics, or similar legal case management and CRM systems.
• Experience developing intake procedures, performance standards, and client service best practices within a law firm environment.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.