Intake Manager
Listed on 2026-02-08
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Business
Operations Manager, Business Management
Here at Armada Law, we're seeking an experienced A-Player Intake/Client Onboarding Manager to join the team!
The Intake Manager leads Armada Law’s intake team to ensure every potential client receives an exceptional onboarding experience.
This role is responsible for managing daily intake operations, vetting and converting qualified leads into signed cases, improving data and file quality prior to attorney review, and overseeing client communications at the initial stage of the case.
The intake manager would be responsible for ongoing relationships with lead generation companies and working closely with marketing to nurture and provide data around incoming leads.
The Intake Manager bridges the handoff between intake and case management to reduce breakage and maximize our assigned case and closed-with-fee percentages.
Key Responsibilities- Hire, train, manage, and develop intake specialists and investigators
- Conduct regular 1:1s, QA reviews, call coaching, and feedback sessions
- Maintain scheduling, workload distribution, and coverage planning
- Reinforce Armada Law culture and performance expectations
- QA and evaluate lead pipeline for future opportunities
- Own and optimize the end-to-end intake workflow, including:
- Lead capture ➜ Screening ➜ Qualification & Attribution ➜ Retainer Execution ➜ File Prep ➜ Case Assignment
- 20% of the total leads Qualify as ‘wanted’
- 90% of Wanted Leads convert to cases
- Ensure timely response times for all inbound leads (calls/text/web)
- Under 3 min
- Maintain accurate data entry and Smart Advocate utilization standards
- Data entered within 30 minutes of sign
- Oversee investigative follow-up on incomplete leads/files
- Replacement leads are requested in
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