Director of Intake and Client Acquisition

WHO THIS ROLE IS FOR

This is a step-up opportunity. The ideal candidate is a proven high performer inside a successful

personal injury intake operation, who already understands the entire intake machine and is ready to

build and lead a department of their own. Candidates may currently hold titles such as:

• Assistant Director or Associate Director of Intake

• Intake Manager or Intake Supervisor

• Intake Team Lead or Shift Lead

• Senior Intake Specialist or Lead Closer

A prior Director title is not required. We are most interested in candidates who have learned what works

inside a winning intake team and want the opportunity to build their own.

REQUIRED QUALIFICATIONS

• Plaintiff personal injury intake experience. At least three to five years in intake at a high-

performing plaintiff personal injury or contingency-fee law firm, with progressively increasing

responsibility.

• Proven conversion results. A documented track record of converting leads into signed retainers.

Candidates should be prepared to share specific figures from prior roles, such as lead volume,

contact rate, qualified-lead conversion rate and speed-to-lead.

• Direct closing experience. Has personally handled intake calls and signed prospective clients —

including callers who were comparing several firms — not only supervised others who did.

• Inside knowledge of how intake works. Has helped build, run or improve an intake operation — for

example, by contributing to scripts, workflows, follow-up cadences, call-review standards or KPI

reporting — and can explain what made it successful and what did not work.

• PI case qualification knowledge. Working knowledge of how personal injury matters are screened:

liability, injuries and treatment, insurance coverage (including policy limits and UM/UIM), conflict

checks, statute-of-limitations awareness and common case types such as auto, trucking, premises

and dog-bite claims.

• Leadership on the team. Has trained, mentored or led other intake specialists, formally or

informally — such as onboarding new hires, running call reviews, leading a shift or serving as the go-

to person for difficult calls.

• Systems proficiency. Hands-on experience with legal case-management or intake CRM platforms

(CasePeer or comparable systems), e-signature tools, and call and text platforms.

• Data fluency. Ability to build and interpret funnel reports, identify where leads are being lost, and

recommend changes based on the numbers.

• Ethical boundaries. Clear understanding that intake staff may not give legal advice, and familiarity

with the professional-responsibility limits that apply to law-firm intake and client communication.

• Communication. Calm, empathetic and persuasive with people who are injured, frightened,

grieving or upset — while keeping the call efficient and under control.

California Injury PLC | Director of Intake and Client Acquisition | Qualifications

PREFERRED QUALIFICATIONS

• Bilingual in English and Spanish.

• Experience at a California personal injury firm.

• Experience converting high-volume television and digital advertising leads, including leads from

Walker Advertising or comparable legal-marketing sources.

• Experience formally supervising an intake team or serving as second-in-command to a Director of

Intake.

• Experience transitioning a firm from an outsourced intake provider to an in-house intake

department.

• Experience identifying and escalating catastrophic and high-value cases.

• Prior sales or business-development experience with measurable targets.

• Bachelor’s degree, or equivalent professional experience.

NO SUBSTITUTE FOR DIRECT PI INTAKE EXPERIENCE

Positions within an intake department can often be filled by candidates with transferable experience,

because the Director and the team are there to train them. This position is different. There is no existing

intake department and no one above this role to provide that training — the Director will be the person

who trains everyone else.

For that reason, equivalent or transferable experience from other fields will not be considered a

substitute for the requirements above. Candidates must already understand personal injury intake and

must have personally converted prospective clients into retained clients.