CLIENT INTAKE OPERATIONS MANAGER

Job Description

WHAT WE’RE LOOKING FOR:

We’re hiring a Client Intake Operations Manager to oversee our lead pipeline and intake process across all practice areas. This role combines operations, supervision, and quality control. You’ll be in charge of managing intake staff, overseeing lead flow in Lead Docket, verifying the quality of submitted intakes, ensuring Filevine is correctly set up when a case is signed, and keeping the team accountable for prompt, thorough follow-up.

If you're organized, systems-driven, and want to be at the center of a growing law firm’s success, this is a great opportunity.

RESPONSIBILITIES:

Oversee all incoming leads via Lead Docket, including Meta Ads, web forms, and referrals

Supervise intake staff and virtual assistants to ensure fast, accurate, and complete responses

Review intake forms to verify accuracy, completeness, and case viability

Coordinate with attorneys to ensure promising leads get timely review and response

Ensure Filevine cases are created correctly with full client data and intake documentation

Track lead conversion metrics, follow-up timelines, and intake source performance

Troubleshoot and improve intake systems to increase efficiency and signed client rates

Escalate high-value or time-sensitive leads directly to attorney staff as needed

QUALIFICATIONS:

2+ years in legal intake, client onboarding, or law firm operations preferred

Experience managing people and workflows — you’ll be directing intake staff and VAs

Familiarity with legal CRMs like Lead Docket and Filevine strongly preferred

Exceptional organizational skills and attention to detail

Strong communication skills — both written and verbal

Self-starter who takes initiative and owns results

Bilingual (Spanish/English) is a plus, but not required

COMPENSATION:

Salary Range: $60,000–$85,000 annually, depending on experience

Bonus potential tied to intake volume and signed case metricsCompany Description

Bana Legal Group is a fast-growing, family-run California law firm that fights for workers, consumers, and injury victims across the state.

The perfect person for this role is obsessively organized, takes full ownership of processes, and is exceptional on the phone — turning leads into signed clients while making sure nothing slips through the cracks.

Full-time