Legal Intake Manager
Van Wey, Metzler & Williams
Dallas, Texas US
Posted ago
Van Wey, Metzler & Williams

Our law office is growing fast and we’re searching for a full-time legal intake manager to help us succeed! The intake manager will be responsible for supporting and supervising one of the most integral departments within our company, from opening new cases to analyzing intake reports and performing data audits across our many systems. As a member of the management team, the intake manager will serve as a liaison between our legal, administrative, and marketing teams. The ideal candidate should be attentive to detail, extremely organized, able to transition rapidly between tasks, and should be an outstanding communicator. If managing others and fulfilling an integral role in the success of a boutique law firm sounds like the right fit for you, don't wait to apply!


  • Monitor call recordings between our intake specialist and potential clients
  • Open new cases, while ensuring that all steps during the intake process were completed entirely and correctly
  • Ensure the successful transition and onboarding of potential clients to current clients
  • Compare data from case management systems to marketing systems to ensure that integrations are performing efficiently
  • Identify and Notify the administrative team of discrepancies in data, and ensure they are corrected
  • Maintain and analyze reports
  • Assist with marketing and lead generation tasks as assigned
  • Supervise the firm's intake specialist as well as the firm's intake processes, procedures, and systems
  • Ensure the completion of attorney-client agreements to ensure that the correct documents are being used
  • Coordinate meetings between potential and new clients and the firm's legal team
  • Receive, organize, save and return medical records from potential and new clients and coordinate their review
  • Ensure that authorizations, questionnaires, and other new clients documents are sent, completed, and returned in a timely manner
  • Perform various administrative duties as assigned


  • At least 2 years of experience in a legal office environment (required)
  • Experience with Personal Injury (preferred)
  • Management experience (preferred)
  • Desire to be involved with marketing and lead generation efforts
  • Willingness to learn, grow, and help others, as well as be accountable
  • Attentive to detail, organized and data-oriented
  • Strong ability to adapt to, master, and train others on new software and systems
  • Interested candidates are required to complete the affiliated DISC assessment in order to be considered

About Van Wey, Metzler & Williams

We are a very successful and rapidly growing personal injury law firm. We have an “A” level team of professionals who love their work and are committed to excellence as fierce advocates for our clients.  We work hard, but we believe in having fun, building relationships, and maintaining a respectful work environment. You can learn more about us here:


  • Eligibility for employee health insurance after 90 days, covered at 50%
  • 401(k) match plan
  • PTO available after 90 days, and offered for all major holidays
  • Work from home days offered per our policies
  • Job Type: Full Time
  • Dental, Vision, Accident, Short-Term Disability policies available
  • Performance-based bonuses

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