Intake Coordinator
A process oriented professional who manages your firm's entire intake pipeline from initial lead capture through client onboarding and engagement letter execution.
An intake coordinator from DocketHire manages the complete lifecycle of new client acquisition for your law firm. While an intake specialist focuses on the initial call, your intake coordinator owns the entire pipeline, ensuring leads are captured, qualified, nurtured, and converted into signed clients through a systematic process that maximizes your marketing investment.
Most law firms lose a significant percentage of qualified leads due to slow follow up, disorganized processes, and inconsistent communication. A DocketHire intake coordinator builds and manages the systems that prevent these losses. They track every lead source, measure conversion rates at each stage, and identify bottlenecks that are costing your firm revenue.
Our intake coordinators work closely with your attorneys and marketing team to refine intake scripts, streamline onboarding workflows, and ensure every prospective client receives a consistent experience that reflects your firm's professionalism. They manage the CRM, generate pipeline reports, and ensure that signed clients are smoothly handed off to the case team with all necessary documentation in place.
Key Tasks
- Design and manage the firm's intake workflow from lead to signed client
- Track leads across all sources including web, referral, and advertising
- Monitor intake pipeline metrics and generate conversion reports
- Ensure timely follow up with all prospects according to firm protocols
- Coordinate with attorneys on lead qualification and case acceptance decisions
- Manage the CRM system and maintain accurate prospect records
- Prepare and send engagement letters, fee agreements, and onboarding packets
- Conduct intake interviews and gather detailed case information
- Hand off signed clients to case teams with complete documentation
- Test and refine intake scripts to improve conversion rates
Tools & Platforms
How It Works
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