Legal Intake Manager - Personal Injury Law Firm Roman Austin Car Accident and Personal Injury Lawyers is a boutique, award-winning personal injury law firm that has been serving Clearwater and the greater Tampa Bay Area for over 30 years. We provide exceptional client service and achieve outstanding results. Our team combines compassion, professionalism, and legal excellence to guide clients through some of the most difficult times of their lives. We are growing and seeking a dynamic, experienced Legal Intake Manager to lead our front-end client acquisition and onboarding operations. This is a leadership role, managing a team of 5 intake specialists, while taking ownership of client acquisition, and partnering with the Marketing Director and COO to make data-driven decisions based upon ROI of marketing dollars. Compensation & Benefits: • Salary: $65,000 to $70,000 PLUS Quarterly Bonuses based upon performance and KPIs • Paid Time Off (PTO): 10 vacation days + 6 sick/personal days (16 total annually) Paid Holidays • Health Insurance, Dental Insurance, and Vision (all to be paid by the firm) • Retirement Benefits: Up to 3% match • Professional Development: Opportunities for training, certifications, and growth within the firm • Additional Incentives: One week per month on call pay Responsibilities: Client Intake & Case Evaluation • Answer incoming potential client (PNC) calls promptly and gather all relevant case information. • Assess facts, injuries, damages, liability, and insurance coverage to determine the veracity of potential cases. • Accurately enter details into the lead management systems. • Communicate with clients via phone, email, text, and video conference to collect information and evidence. • Set appointments for qualified potential clients and coordinate attorney consultations. Leadership & Team Management • Oversee and manage the firm’s intake process to ensure efficiency, accuracy, and timely handling of inquiries. • Train, coach, and mentor intake specialists to improve communication and conversion skills, with support from Legal Intake Pros. • Monitor team performance metrics, report on KPIs, and implement process improvements to optimize conversion rates. • Manage the intake team’s after-hours rotation (one week per month on call). Collaboration & Process Improvement • Work closely with attorneys and case managers to ensure seamless case handoffs and accurate data collection. • Collaborate with the marketing team to provide insights on lead sources and ROI tracking in Lead Docket. • Continuously evaluate and refine intake workflows to enhance client satisfaction and team productivity. • Maintain strict confidentiality and compliance with legal and firm policies. Qualifications: • Bachelor’s degree or Paralegal degree preferred. • At least 5 years’ experience working on a personal injury intake team or as a Case Manager in a personal injury law firm. • Tech-savvy with experience using Lead Docket and/or Filevine, or other Legal management systems. • Bilingual Spanish is not required, but a plus. • Strong leadership and management skills. • Exceptional communication and interpersonal abilities, with a talent for relationship-building and collaboration. • Outstanding organizational and time-management skills, with the ability to prioritize multiple tasks effectively. • High level of empathy and understanding when dealing with clients. • Commitment to maintaining confidentiality and professional ethics. • Adapt quickly to changing priorities and demands, maintaining a high level of productivity and accuracy. • Foster a positive and collaborative work environment, contributing to the overall success of the team. Compensation: $65,000 - $70,000 yearly plus Quarterly Bonuses

• Client Intake & Case Evaluation • Answer incoming potential client (PNC) calls promptly and gather all relevant case information. • Assess facts, injuries, damages, liability, and insurance coverage to determine the veracity of potential cases. • Accurately enter details into the lead management systems. • Communicate with clients via phone, email, text, and video conference to collect information and evidence. • Set appointments for qualified potential clients and coordinate attorney consultations.Leadership & Team Management • Oversee and manage the firm’s intake process to ensure efficiency, accuracy, and timely handling of inquiries. • Train, coach, and mentor intake specialists to improve communication and conversion skills, with support from Legal Intake Pros. • Monitor team performance metrics, report on KPIs, and implement process improvements to optimize conversion rates. • Manage the intake team’s after-hours rotation (one week per month on call).Collaboration & Process Improvement • Work closely with attorneys and case managers to ensure seamless case handoffs and accurate data collection. • Collaborate with the marketing team to provide insights on lead sources and ROI tracking in Lead Docket. • Continuously evaluate and refine intake workflows to enhance client satisfaction and team productivity. • Maintain strict confidentiality and compliance with legal and firm policies.