Location
San Francisco, CA, United States
Posted
May 09, 2026
Job Description
Description
AI legal start up is looking for an experienced Case Manager to join the team.
Responsibilities:
+ Design and implement intake workflows for various litigation initiatives, from initial outreach and lead qualification to signed engagement and CRM integration.
+ Manage day-to-day intake activities, including lead triage, eligibility screening, client follow-ups, retainer execution, and data integrity.
+ Ensure all intake activities comply with relevant legal and regulatory requirements (e.g., advertising rules, privacy standards). Maintain clear records and audit trails.
+ Develop reporting dashboards to track funnel performance metrics such as lead conversion, engagement rates, and response times.
+ Train and manage support staff or external vendors. Continuously refine scripts, workflows, and knowledge resources to improve efficiency and client experience.
Requirements
+ 3+ years of case ...
AI legal start up is looking for an experienced Case Manager to join the team.
Responsibilities:
+ Design and implement intake workflows for various litigation initiatives, from initial outreach and lead qualification to signed engagement and CRM integration.
+ Manage day-to-day intake activities, including lead triage, eligibility screening, client follow-ups, retainer execution, and data integrity.
+ Ensure all intake activities comply with relevant legal and regulatory requirements (e.g., advertising rules, privacy standards). Maintain clear records and audit trails.
+ Develop reporting dashboards to track funnel performance metrics such as lead conversion, engagement rates, and response times.
+ Train and manage support staff or external vendors. Continuously refine scripts, workflows, and knowledge resources to improve efficiency and client experience.
Requirements
+ 3+ years of case ...