Legal AI Architect, Intake Specialist

This is a Fully Remote Job

About Our Client:

The organization operates within the legal technology industry, focusing on plaintiff law firms. It addresses challenges in case management and client recovery by providing AI solutions that enhance processes from case intake through resolution. Trusted by over 1000 law firms and backed by significant investment, the company develops AI-native workflows tailored specifically for legal work, collaborating with leading AI research teams. It is experiencing rapid growth, doubling revenue each quarter.

About the Opportunity:

The LEGAL AI ARCHITECT, INTAKE SPECIALIST is responsible for overseeing the intake process technology and integrations for plaintiff law firms using the organization’s platform. This role ensures that each firm’s AI-driven intake workflows, including voice agents and lead routing, are customized and optimized to match their specific procedures. By managing the technical build and maintaining firm relationships during onboarding, this position directly impacts the success and efficiency of client intake and case initiation.

Responsibilities:

• Customize voice agent call flows, firm knowledge bases, objection handling, and intake questions for each firm.
• Configure transfer rules, staff directories, and call/lead scoring criteria according to firm operations.
• Establish and execute phone system and CRM integrations, including e-signature solutions.
• Define standards and checkpoints for a fully onboarded intake process.
• Develop training materials and documentation to support team scalability.
• Manage a portfolio of intake-focused client accounts, handling specialized setups.

Requirements:

• Juris Doctor degree or substantial legal operations experience at a plaintiff’s firm.
• Practical understanding of intake processes, including call flows and lead qualification.
• Ability to translate operational workflows into technical configurations for AI-driven systems.
• Experience in documenting and systematizing processes.
• Strong collaboration skills with client success managers, engineering teams, and client firms.

Preferred Qualifications:

• Experience with legal intake or voice AI platforms such as RingCentral, Clio Grow, Lead Docket, or Smart Advocate.
• Consulting experience related to legal or intake operations.
• Experience training non-technical teams on new workflows or tools.

Pay Range and Compensation Package:

• US Salary Range $140,000—$170,000 USD

Benefits & Perks:

• 401(k) Program with Employer Matching
• Health, Dental, Vision and Life Insurance
• Short Term and Long Term Disability
• Commuter Benefits
• Flexible Time Off (FTO) plus Holidays
• Telecomm Stipend
• Quarterly Team Gatherings
• Workplace Setup Reimbursement

Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Note:

TalentHop is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.