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Case Intake Manager

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Francisco

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

AI legal start up is looking for an experienced Case Manager to join the team.

Job Responsibility:

  • Design and implement intake workflows for various litigation initiatives, from initial outreach and lead qualification to signed engagement and CRM integration
  • Manage day-to-day intake activities, including lead triage, eligibility screening, client follow-ups, retainer execution, and data integrity
  • Ensure all intake activities comply with relevant legal and regulatory requirements (e.g., advertising rules, privacy standards). Maintain clear records and audit trails
  • Develop reporting dashboards to track funnel performance metrics such as lead conversion, engagement rates, and response times
  • Train and manage support staff or external vendors. Continuously refine scripts, workflows, and knowledge resources to improve efficiency and client experience

Requirements:

  • 3+ years of case intake experience in mass tort, personal injury, or consumer class actions
  • Proficiency with CRM platforms
  • Experience managing a team
  • Solid skills in spreadsheet management and basic analytics for reporting and performance tracking
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
February 21, 2026

Job Link Share:

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