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Case Intake Manager

Company

Robert Half Legal

Location

San Francisco, CA

Posted

May 09, 2026

Position Overview

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


Responsibilities:

+ 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 ...

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