Intake Success Coach

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Legal Intake Pros

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

💼 Consulting

⚖️ Legal

🤝 B2B

Consulting • Legal • B2B

Legal Intake Pros is a service firm that helps law firms optimize their client intake processes to increase signed cases and drive predictable growth. They provide intake training and 1:1 coaching, quality control and assurance, technical implementation and CRM automation, intake reporting and trial audits, and ongoing support to improve lead capture, follow-up, and conversion. Their team positions itself as experienced law-firm veterans offering hands-on coaching, process redesign, call and lead monitoring, and implementation of workflows and integrations.

📋 Description

• Build trusted relationships with law firm owners, operations leaders, intake managers, and intake specialists across the assigned client portfolio • Lead client leadership meetings, performance reviews, and escalation conversations with clear, evidence-backed recommendations • Prepare and facilitate structured coaching sessions using call reviews, role-play, teach-back, and follow-up audits • Coach intake professionals on active listening, call control, rapport, objection handling, one-call closes, and case disposition • Conduct call audits, QA reviews, Lead Docket analysis, and conversion trend analysis to identify root causes • Translate quality and performance data into prioritized coaching strategies with clear owners, timelines, and measurable outcomes • Identify low-performing or at-risk firms and develop targeted intervention plans with the Manager • Document coaching observations, commitments, and follow-up actions accurately • Create or improve facilitation guides, SOPs, and client education materials • Participate in calibration sessions and collaborate with Quality Control, Implementation, Client Success, and Operations teams

🎯 Requirements

• Bachelor's degree or an equivalent combination of relevant education and professional experience • Demonstrated legal intake experience, preferably within personal injury or closely related law firm operations • Experience coaching, training, auditing, supervising, or developing intake or client-facing professionals • Strong understanding of the legal intake journey • Experience analyzing performance data to diagnose problems and change behavior • Excellent facilitation, written and verbal communication, active listening, and presentation skills • Ability to work independently, manage multiple client relationships, and meet deadlines in a fully remote environment • Working knowledge of CRM, quality-assurance, project-management, and video-conferencing tools • Genuine interest in coaching, client consulting, and performance development; client-facing work is a permanent part of the role • Bonus: personal injury or plaintiff law intake experience and fluency in Lead Docket or a comparable legal intake CRM • Bonus: experience leading performance conversations with law firm owners, operations leaders, or managers • Bonus: background in consultative sales, business development, client success, quality assurance, or conversion optimization • Bonus: experience conducting call calibration, developing SOPs or facilitation guides, and measuring training effectiveness • Bonus: knowledge of adult learning principles, behavior-change coaching, and remote facilitation best practices

🏖️ Benefits

• Remote-first • PTO and sick leave eligibility beginning at 90 days • 12 paid holidays • Company-sponsored professional development, including courses, certifications, and training • Virtual team events and workshops • High-trust environment where contributions are visible and growth is supported • Monthly and quarterly performance bonuses • Documented, competency-based career path and promotion opportunities