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Lead Intake Manager Jobs in Texas (NOW HIRING)

Kofile Inc

Intake Technician

Dallas, TX · On-site

Intake Technician At Kofile, we believe that government has infinite potential to do good and that ... ability to self-lead / self-motivate * A solid understanding of operations management and ...

Steampunk.com

Data Intake Specialist- UTEP

El Paso, TX · On-site

$35K - $60K/yr

Regularly report findings to lead personnel. * Law Enforcement Support: Provide critical law ... Ability to manage multiple tasks in a high-paced environment, including collaboration with various ...

New

ClearanceJobs

Data Intake Specialist Jobs

El Paso, TX · On-site

$35K - $60K/yr

Regularly report findings to lead personnel. * Law Enforcement Support: Provide critical law ... Ability to manage multiple tasks in a high-paced environment, including collaboration with various ...

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Lead Intake Manager information

What does a lead intake manager do?

A Lead Intake Manager oversees the process of receiving, qualifying, and assigning incoming leads within an organization, often in industries like law, healthcare, or sales. They ensure that all potential clients or customers are properly evaluated and directed to the appropriate teams or representatives. Their responsibilities typically include managing a team, optimizing lead management workflows, and using CRM software to track lead progress. The role requires strong communication, organizational, and analytical skills to improve conversion rates and overall client satisfaction.

What are the key skills and qualifications needed to thrive as a lead intake manager?

To thrive as a Lead Intake Manager, you need strong organizational skills, experience with case management or client intake processes, and typically a relevant degree such as in social work, healthcare administration, or business. Familiarity with CRM systems, intake management software, and basic data analysis tools is often required. Excellent communication, leadership, and problem-solving abilities help you coordinate teams and ensure a positive client experience. These skills are crucial for efficiently managing high volumes of client inquiries and ensuring smooth operations from first contact through service delivery.

What are some common challenges a lead intake manager faces, and how can they be addressed?

Lead Intake Managers often encounter challenges such as high volumes of incoming leads, ensuring timely and accurate lead qualification, and maintaining effective communication between sales, marketing, and client service teams. To address these challenges, it's important to implement robust lead tracking systems, clearly define qualification criteria, and regularly meet with cross-functional teams to streamline processes. Proactive problem-solving and strong organizational skills are key to thriving in this dynamic environment.

What is the difference between Lead Intake Manager vs Sales Coordinator?

AspectLead Intake ManagerSales Coordinator
Primary RoleOversees initial client inquiries, qualifying leads, and managing lead intake processesSupports sales team with administrative tasks, scheduling, and customer follow-up
Required SkillsCommunication, lead qualification, CRM managementCustomer service, organization, sales support
Work EnvironmentOffice-based, often in sales or marketing departmentsOffice or remote, supporting sales teams
Common UsageUsed in industries like real estate, insurance, and marketingCommon in retail, B2B sales, and service industries

The Lead Intake Manager focuses on managing and qualifying incoming leads to ensure sales teams prioritize high-potential prospects. In contrast, a Sales Coordinator provides administrative support to sales teams, assisting with scheduling and customer communication. While both roles support sales processes, the Lead Intake Manager has a more strategic focus on lead qualification, whereas the Sales Coordinator handles operational tasks.

Infographic showing various Lead Intake Manager job openings in Texas as of September 2026, with employment types broken down into 93% Full Time, 2% Part Time, and 5% Contract. Highlights an 94% In-person, 3% Hybrid, and 3% Remote job distribution.

Legal Intake Specialist

Arlington, TX • On-site

The Law Office of Lantis G. Roberts, PLLC
See more jobs at The Law Office of Lantis G. Roberts, PLLCexternal

$12 - $14/hr

Other

Re-posted 4 days ago

Job description

Legal Intake Specialist

The Law Office of Lantis G. Roberts, PLLC is a small litigation law firm. We practice in the areas of Employment Law and Personal Injury Law. We represent Plaintiffs.

We are looking to add an outgoing and energetic individual to our team to assist with evaluating potential cases and clients to determine if they are suitable for our firm.

Position: Legal Intake Specialist – Answer incoming calls and emails to effectively screen potential clients and determine if the firm can assist them with their legal matter.

Compensation: $12.00 - $14.00/hour

Hours: Full-time temporary position. 32+ hours per week. Must be available to work during regular business hours Monday – Friday from 8:30am – 5:30pm. Some weekends and evening hours may be required based on the needs of the firm.

Job Requirements: All candidates are required to pass a criminal background check and pre-employment drug screening.

  • Ability to think outside of the box;
  • Excellent customer service skills;
  • Excellent decision-making skills;
  • Prefer a minimum of 1 to 2 years of customer service experience;
  • Must have excellent verbal & written communication skills;
  • Positive attitude

Special Requirements: Highly prefer bilingual candidate who speaks Spanish and English.

Documentation Requirements: Cover Letter and Resume.

***NO RECRUITERS and NO PHONE CALLS***

Essential Duties and Responsibilities: Legal Intake Specialist work in a call center environment answering incoming calls to vet potential clients to determine if the firm can assist them.

  • Answer/Respond to all potential client leads by phone or email.
  • Communicate with all potential clients to gather relevant information related to the potential client's possible personal injury or employment law claim.
  • Enter all information from Potential client in Clio Grow or other relevant CRM;
  • Prepare attorney for all consultations;
  • Assist with scheduling all consultations and meetings;
  • Identify and escalate priority issues and route calls to the appropriate person;
  • Complete all assigned tasks;
  • Participate in all required meetings;
  • Explain representation agreement, attorney fees and services to new clients;
  • Handle case set-up to include:
    • Data Entry into Clio-Grow and Export to Clio, if lead is converted;
    • Client folder;
    • Request Police reports;
    • Requests medical and billing records;
    • Attach photos and/or documents received from potential client;
    • Sending clinic referrals;
    • Sending Fee Agreements to potential clients for signature
  • Set up initial treatment appointment with physicians on personal injury cases.
  • Locate clinic providers outside of our general provider list and occasionally send LOP's to friendly medical providers.
  • Serve as a contact for client communication prior to client being assigned to a Case Manager or other staff member.
  • Convert phone leads into Firm sign-ups and maintain quota related to personal injury cases and employment law cases.
  • Assist with client communications on ongoing matters, as needed or assigned by the firm

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