Intake Attorney & Case Generator na Hilliard Law

HILLIARD LAW JOB DESCRIPTION

TITLE: Intake Attorney and Case Generator 

DEPARTMENT: Call Center

REPORTS TO: Aissa Barrera, Legal Operations Manager, and JoAnn Vasquez, Intake Director

FLSA STATUS: Exempt

JOB SUMMARY

The Intake Attorney and Case Generator will serve as the first attorney point of contact for potential clients and referral partners. This role will focus on fostering strong referral relationships, evaluating potential personal injury cases, and ensuring qualified cases are successfully onboarded into the firm. This position emphasizes client and referral partner engagement, legal assessment, and relationship-building to strengthen the firm’s intake pipeline.  

KEY RESPONSIBLITIES

Client Intake & Case Evaluation

• Provide legal guidance as to the viability of potential cases in-house and from referral partners 
• Provide legal insight to the intake team on case criteria and strengthen screening process
• Conduct initial client consultations as needed to secure strong cases for the firm 

Referral Relationship Development 

• Cultivate and maintain referral relationships with attorneys, medical providers, and community organizations. 
• Serve as professional, approachable point of contact for referral partners
• Participate in networking and outreach activities to generate qualified leads
• Engage with potential new clients on both inbound and outbound calls

Collaboration & Support

• Work closely with Intake Director and Legal Operations Manager to align case generation strategies with departmental goals
• Work closely with Intake Director and Legal Operations Manager with audits to ensure newly signed cases are timely pushed to Hilliard Law’s standards 
• Support intake specialists by providing legal guidance and ensuring cases are approximately categorized 
• Communicate case intake updates and referral feedback to management 
• Participate in ongoing training as implemented by firm

General Responsibilities

• Compile and analyze weekly conversion data for single event and mass tort (intake for campaigns)
• Meet with call center supervisors to review department goals, projections, and challenges
• Meet with third-party vendors for potential partnerships 
• Interface with mass tort lead attorneys regarding design, development and qualifying parameters for multiple campaigns 
• Oversee and manage Attorney On-call team
• Escalate and communicate professionally with Hilliard Law attorneys regarding important potential new matters and/or client issues
• Oversee 3^rd-party vendor quality control and data analytics
• Escalate software issues to I.T. and 3^rd party vendors as necessary
• Draft contracts and consent to associate as needed for new referral partners, campaigns, etc. 
• Create client correspondence templates
• Participate in special project development as requested

PERFORMANCE METRICS

• Number and quality of new cases generated
• Strength and growth of referral partner relationships
• Responsiveness and professionalism in intake consultations
• Collaboration and communication with intake department leadership 

QUALIFICATIONS

• J.D. from accredited law school
• Bar licensure (from at least one jurisdiction, preferably TX) and in good standing
• Supervisory/Managerial Experience
• Organized
• Goal-oriented
• Self-motivated
• Bilingual is a plus
• High level of emotional intelligence
• Ability to work with varying personality types. 
• Data analytics experience (preferred)
• Ability to meet deliverables ahead of schedule (preferred)
• Flexibility in schedule (nights and weekends availability)

PHYSICAL REQUIREMENTS

• Ability to lift 15 lbs. 
• Sitting in front of computer 5+ hours at one time

*Hilliard Law is an equal employment opportunity firm and considers all individuals regardless of race, religion, sex, national origin, age, disability, veteran status or sexual orientation. We do not tolerate discrimination in hiring, work responsibilities, promotions, compensation, terminations or any other employment condition.