Crisp Recruit

Crisp Recruit

Intake Director

Fort Worth, TX · Director

Sponsorship not specifiedDetected 20 days ago
ExcelProcess ImprovementLeadershipCommunicationMentoringOrganizational Skills

About the role

  • Are you driven to transform client experiences and streamline complex processes in a high-stakes legal environment?
  • Are you ready to take ownership of a vital department in a boutique law firm known for its personalized approach?
  • With a robust focus on high-impact cases, the firm works directly with families during their most challenging times, offering compassionate, strategic representation.

Responsibilities

  • Client Intake Management: Oversee and manage approximately 10+ daily intake calls and subsequent follow-ups dealing with prospective high-value cases, primarily focusing on 18-wheeler accidents and wrongful death.
  • KPI Reporting and Analysis: Own all intake KPIs and reporting, including inquiry volume, signed cases, lost cases, conversion rates, referral outcomes, marketing source performance, and operational trends, while proactively identifying opportunities for improvement.
  • System Optimization & Ownership: Learn, master, and continuously improve intake systems, workflows, reporting structures, and lead management processes to increase efficiency, responsiveness, and conversion performance.
  • Department Ownership: Fully own the intake department, serving as both the operational leader and primary driver of intake performance, reporting, systems improvement, and conversion outcomes.
  • Operational Leadership: Ability to independently manage and improve an intake department, balancing strategic oversight with hands-on execution and continuous process improvement.
  • The successful candidate will act as a strategic gatekeeper for high-value litigation opportunities while driving operational improvements that enhance client experiences, increase conversion rates, and support the firm's mission of delivering exceptional legal representation.
  • Oversee and manage approximately 10+ daily intake calls and subsequent follow-ups dealing with prospective high-value cases, primarily focusing on 18-wheeler accidents and wrongful death.
  • Own all intake KPIs and reporting, including inquiry volume, signed cases, lost cases, conversion rates, referral outcomes, marketing source performance, and operational trends, while proactively identifying opportunities for improvement.
  • Fully own the intake department, serving as both the operational leader and primary driver of intake performance, reporting, systems improvement, and conversion outcomes.
  • Lead and fully own one of the most important departments in the firm, with significant autonomy to shape processes, systems, reporting, and long-term intake strategy.

Requirements

  • Intake Experience: Minimum of 3 years in plaintiff personal injury intake
  • Legal Knowledge: Strong understanding of Texas personal injury law, including understanding the implication of workers' compensation laws and associated nuances.

Nice to have

  • Minimum of 3 years in plaintiff personal injury intake
  • ideally with director-level experience.
  • Experience with Lead Docket, CasePeer, Filevine, or similar plaintiff PI systems is preferred.

Compensation

  • Legal Knowledge: Strong understanding of Texas personal injury law, including understanding the implication of workers' compensation laws and associated nuances.

Benefits

  • Health Insurance: 100% medical coverage for the individual, effective after 30 days.
  • Retirement Plan: Available after one year of service, facilitating long-term financial planning.
  • Paid Time Off: 10 days PTO increasing with tenure, plus major holidays and a Christmas to New Year's reset period.
  • Bonus Structure: Discretionary bonus potential rewarding exceptional performance and initiatives.
  • Process Coordination: Manage the entire sign-up process, including coordinating DocuSign agreements, medical authorizations, and seamless transition into the firm's case management system, CasePeer.

Company info

  • Work closely with firm leadership, experiencing direct mentorship and alignment with strategic goals.
  • What we're looking for:
  • Founded by the nationally recognized trial lawyer Jason Stephens, the firm stands out for its commitment to quality over quantity, handling fewer cases at a time to ensure each receives the dedicated attention and resources it requires.
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