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Case Intake Manager
- Robert Half Legal (San Francisco, CA)
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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 intake experience in mass tort, personal injury, or consumer class actions.
+ Proficiency with CRM platforms
+ Experience managing a team
+ Solid skills in spreadsheet management and basic analytics for reporting and performance tracking.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
• 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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