Director of Intake and Client Acquisition

corviaconsulting • Sherman Oaks, CA

18h

About The Position

This is a step-up opportunity for a high-performing professional in a successful plaintiff personal injury intake operation who is ready to build and lead an intake department. A prior Director title is not required; relevant experience may include progressively responsible intake roles such as Assistant or Associate Director, Intake Manager or Supervisor, Team Lead or Shift Lead, or Senior Intake Specialist or Lead Closer.

There is no existing intake department or manager above this role to provide training. The Director will be responsible for establishing the intake operation and training its team. Candidates must already understand personal injury intake and have personally converted prospective clients into retained clients; transferable experience from other fields is not considered a substitute.

The role calls for a direct intake closer and team leader with plaintiff personal injury experience, knowledge of case qualification, operational systems, funnel reporting, and the ethical limits of law-firm intake. The Director should be calm, empathetic, and persuasive with people dealing with injury, fear, grief, or distress while keeping calls efficient and controlled.

Requirements

• At least three to five years of intake experience at a high-performing plaintiff personal injury or contingency-fee law firm, with progressively increasing responsibility.
• Documented success converting leads into signed retainers, with specific figures available for lead volume, contact rate, qualified-lead conversion rate, and speed-to-lead.
• Personal experience handling intake calls and signing prospective clients, including callers comparing multiple firms.
• Experience helping build, operate, or improve an intake operation and explaining what worked and what did not.
• Working knowledge of personal injury case screening, including liability, injuries and treatment, policy limits, UM/UIM coverage, conflict checks, statute-of-limitations awareness, and common case types such as auto, trucking, premises, and dog-bite claims.
• Experience training, mentoring, or leading other intake specialists, formally or informally.
• Hands-on experience with legal case-management or intake CRM platforms such as CasePeer or comparable systems, e-signature tools, and call and text platforms.
• Ability to build and interpret funnel reports, identify lead loss points, and recommend changes based on data.
• Understanding that intake staff may not give legal advice and familiarity with professional-responsibility limits for law-firm intake and client communication.
• Calm, empathetic, and persuasive communication with injured, frightened, grieving, or upset callers, while maintaining efficient and controlled calls.
• Must already understand personal injury intake and have personally converted prospective clients into retained clients; transferable experience from other fields will not substitute.

Nice To Haves

• Bilingual in English and Spanish.
• Experience at a California personal injury firm.
• Experience converting high-volume television and digital advertising leads, including leads from Walker Advertising or comparable legal-marketing sources.
• Experience formally supervising an intake team or serving as second-in-command to a Director of Intake.
• Experience transitioning a firm from an outsourced intake provider to an in-house intake department.
• Experience identifying and escalating catastrophic and high-value cases.
• Prior sales or business-development experience with measurable targets.
• Bachelor’s degree or equivalent professional experience.

Responsibilities

• Build and lead an intake department.
• Train and develop intake team members.
• Personally handle intake calls and convert prospective clients into signed retainers.
• Help create or improve intake scripts, workflows, follow-up cadences, call-review standards, and KPI reporting.
• Screen personal injury matters, including assessing liability, injuries and treatment, insurance coverage, conflicts, statute-of-limitations awareness, and common case types.
• Build and interpret funnel reports, identify where leads are being lost, and recommend data-based changes.
• Communicate empathetically and persuasively with prospective clients while keeping calls efficient and under control.
• Observe ethical boundaries for intake staff, including not providing legal advice.

What This Job Offers

• Career Level: Director
• Education Level: No Education Listed