Intake Attorney

Intake Attorney – a client‑facing role within the firm’s Intake Department focused on converting prospective clients into retained matters. Job Title Intake Attorney Type of Position Full Time Location Remote – Must be admitted to the California State Bar Pay $90k – $140k plus bonus Job Description The Intake Attorney is responsible for consulting with qualified prospective clients and supporting intake staff in converting cases into retained matters. The role conducts phone consultations, addresses legal and procedural questions, and guides clients through the retainer process to secure signed agreements. The attorney manages follow‑up on pending retainers, reviews declined inquiries for potential missed opportunities, and assists retained clients with post‑sign‑up questions related to engagement terms. The position does not carry an active caseload and focuses on intake conversion, quality control, and client experience. Core Duties and Responsibilities Be available to receive warm transfers from Intake Agents when a qualified prospective client requests to speak directly with an attorney. Accept warm transfers when a prospective client is qualified but the agent cannot close the case on the initial call, and the client agrees to speak with an attorney either immediately or via a scheduled callback. Conduct attorney phone calls focused on addressing client concerns, explaining legal options, and reinforcing the value of representation to facilitate case retention. Convert qualified prospective clients into signed clients by walking them through the retainer agreement, explaining the signing process, and answering legal and procedural questions. Work with department supervisors to ensure all clients or prospective clients receive stellar customer service and continually look for ways to optimize the process to get clients to sign up on the first call. Manage and execute structured follow‑up outreach for pending retainers, including reviewing previously sent agreements and conducting same‑day or next‑business‑day outbound calls to re‑engage qualified prospects. Conduct daily reviews of turned‑down leads using intake’s qualification criteria to identify potential missed opportunities, and proactively re‑contact requalified prospects to reassess interest, clarify eligibility, and secure retainers when appropriate. Serve as an attorney resource for retained clients who have post‑signup questions regarding their retainer agreement, fees, or engagement terms, providing clarification and support while coordinating with downstream departments as needed, without managing an active caseload. Requirements Admission to the California Bar. Ability to use independent judgment to evaluate viability of a case and whether the firm should accept the case. Excellent analytical, oral, and written communication skills and attention to detail. Ability to work independently in a fast‑paced, high‑volume practice. Must be organized and able to manage competing priorities. What We Offer Unlimited Time Off (FTO) for Attorney and Executive positions. Medical, Dental, Vision and Pet Insurance. 401(k) with Company Match. Company‑paid Life Insurance and AD&D Coverage, Voluntary Life Insurance. Short‑term and Long‑term Disability. Employee Assistance and Travel Assistance Programs. Health FSA and Dependent Care FSA. Accident Insurance. Commuter Transportation Incentive. Cell Phone and Internet Stipend. Fully‑paid parking. Learning and Development Programs. 1:1 Leadership Coaching. Voluntary Critical Illness Insurance. Remote Positions. About Jacoby & Meyers Jacoby & Meyers was founded in 1972 with the intention of making the legal system more accessible to the average person. Today the firm specializes in all types of accident claims, including automobile, motorcycle, bicycle, Uber/Lyft, trucking accidents, slip and falls, dog bites, construction accidents, and other wrongful conduct cases. The attorneys at Jacoby & Meyers have recovered over a billion dollars for clients’ personal injury and wrongful death claims caused by the negligence of a third party. Jacoby & Meyers is an Equal Opportunity Employer. #J-18808-Ljbffr Jacoby-