National Intake and Assessment Manager
Core
Lead and manage the Client Intake & Assessment team to drive legal advice quality, client experience, and enquiry-to-case conversion in a personal injury law firm.
Role type
Senior management IC (Client Intake & Assessment)
Builds
Client intake processes, legal advice delivery, and case conversion pipelines
Domain
Legal services (Personal Injury & Class Actions)
Deliverable
client delivery
Required skills
Team leadership and coaching, performance management, legal intake guidelines design, Salesforce CRM management, client relationship building, legal qualification of enquiries, data quality management, stakeholder engagement
Preferred skills
Innovation initiative design, training and development of lawyers, conversion rate optimization
Technologies
Salesforce CRM
Responsibilities
Lead, motivate, and coach the client intake lawyer team; Design and implement legal intake guidelines; Manage day-to-day team operations including training and development; Ensure high-quality recordkeeping and data integrity in Salesforce; Conduct new client appointments and provide initial legal advice when required; Build strong rapport with clients to improve conversion and satisfaction; Partner with group leaders to drive innovation in client care.
Seniority
Manager, hands-on leadership