Intake Manager (Estate Planning, Probate & Trust Firm)

Boroja, Bernier & Associates is a trusted legal advocate for individuals and families across Michigan. Based in Shelby Township, the firm represents clients in family law, probate and estate planning, criminal defense, and disability matters. With that in mind, we are seeking an Intake Manager who will serve as the cornerstone of the client experience.

What you’ll do:

• Lead Conversion & Consultations
• Conduct consultations that qualify and convert leads into retained clients
• Confidently explain services, discuss fees, and guide clients through the decision process
• Handle each interaction with professionalism, empathy, and urgency
• Sales-Driven Intake Management
• Own the firm’s intake process from first contact to signed engagement
• Improve conversion rates by identifying strong cases and filtering out poor fits
• Maintain consistent follow-up and communication across every lead source
• Drive measurable performance improvements, raising the firm’s close rate from roughly 20 percent toward the target range of 50–80 percent for qualified leads
• Process Ownership
• Manage data and lead flow inside Clio Grow and Clio Manage
• Ensure accurate entry, complete documentation, and seamless handoffs to attorneys
• Review and refine intake workflows to reduce friction and increase efficiency
• Marketing & Reporting Collaboration
• Partner with firm leadership to evaluate lead quality and marketing ROI
• Analyze data to identify which channels produce the best clients
• Provide insights and recommendations that inform strategic decisions
• Operational Improvement
• Develop and maintain SOPs that improve consistency and performance
• Test new approaches to consultations, scripts, and communication workflows
• Continuously look for ways to increase efficiency across the intake funnel
• Cross-Functional Alignment
• Coordinate with attorneys and administrative staff for smooth case transitions
• Keep all departments informed on new sign-ups, pending matters, and client updates

What we’re looking for:

• Experience: Minimum of 3 years in intake, client services, or sales within a professional setting; prior law firm experience strongly preferred.
• Sales and Legal Insight: Experience in intake or consultative sales within a law firm or professional services environment, with the ability to qualify leads and convert them into retained clients. Familiarity with family law, probate, or estate planning is preferred.
• Client Communication: Strong communication and listening skills, capable of building trust and maintaining professionalism in sensitive client interactions.
• Process Management: Skilled in managing structured workflows and maintaining accurate client records through CRM systems such as Clio Grow and Clio Manage.
• Data Analysis: Ability to track key performance metrics including close rate, response time, and lead quality, using insights to refine strategy and improve results.
• Collaboration and Adaptability: Works effectively with firm leadership and staff, contributing ideas that improve processes and client experience. Open to feedback and driven to achieve measurable outcomes.

Why you should work here:

• Client Impact: Serve as the first point of contact for clients seeking help during critical moments, setting the tone for trust, care, and professionalism.
• Collaborative Culture: Partner directly with engaged firm leaders who value innovation, initiative, and transparency.
• Growth Opportunity: Take ownership of a vital function and help shape how the firm’s intake operations evolve as the firm expands.
• Operational Excellence: Join a results-oriented environment that values precision, compassion, and accountability in every client interaction.

Additional perks:

• Paid Time Off (PTO): Earn and use PTO to recharge and maintain work-life balance.
• Paid Holidays: Enjoy six designated paid holidays each year.
• 401(k) Retirement Plan: Eligible after six months of employment, with up to a 3% employer match.
• Health Insurance Access: Access to the firm’s healthcare plan (employee-paid).

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Work Location: In person