Legal Intake Pros

Here at Legal Intake Pros, we believe a great intake process is the foundation of a successful law firm

Private Company
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Open Positions4

United StatesFull-TimeLegal ServicesPosted
  • Own the recurring cycle for your accounts including written client updates, task management, and internal team debriefs.
  • Prepare agendas, KPI packets, and briefing materials for client meetings and convert decisions into assigned tasks.
  • Manage client reporting end-to-end, build reports, and present performance data and actionable recommendations to law firm leadership.
  • Facilitate client training sessions on reporting, systems, and intake processes.
  • Develop and maintain account plans that align client goals with operational deliverables.
  • Analyze intake performance data to provide actionable insights rather than just descriptive reporting.
  • Conduct internal check-ins with coaches and specialists to monitor delivery timelines and follow-up.
  • Maintain accuracy of ClickUp and HubSpot systems for all assigned client accounts.
Account ManagementCRMHubSpot+1 more
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About Legal Intake Pros

Here at Legal Intake Pros, we believe a great intake process is the foundation of a successful law firm. That's why we partner with firms to remove the barriers that prevent growth, combining proven systems with personalized guidance from experienced mentors who are invested in our clients' success every step of the way. Our team supports every aspect of the intake journey—from technical implementation and system optimization to quality assurance, training, coaching, and performance reporting. We don't just provide software or recommendations; we become an extension of our clients' teams, helping them build stronger processes, improve performance, and convert more leads into signed cases. What makes us different is our people. We're a team of former law firm operators who have experienced the same challenges our clients face every day. We've been in their shoes, so we understand what works, what doesn't, and what it takes to create lasting operational success. If you're someone who enjoys solving problems, building better systems, collaborating with a supportive team, and making a meaningful impact on the success of law firms across the country, you'll feel right at home here. We're passionate about what we do, committed to continuous improvement, and excited to welcome people who want to help shape the future of legal intake alongside us.

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