Legal AI Architect, Intake Specialist

Eve

. Own voice agent customization end to end for every firm during intake onboarding .

Posted 9/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $140,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in voice agent customization and legal intake processes, with a strong ability to configure AI-driven workflows and document knowledge into team playbooks. Proven experience in managing intake-focused accounts and collaborating with cross-functional teams in a legal operations environment.

Highest-signal resume keywords

Voice Agent CustomizationLegal Intake OperationsAI-Driven Workflow ConfigurationTraining Non-Technical TeamsConsulting Experience in Legal Operations

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Call Flow ConfigurationObjection HandlingLead QualificationCase Viability AssessmentE-Signature SetupKnowledge Base ManagementIntake Process DocumentationIntegration with CRM/DMSVoice AI Platform ExperienceLegal Operations Expertise

Soft Skills

Cross-Functional CollaborationTraining and MentoringOperational Learning Implementation

Tools & Technologies

RingCentralClio GrowLead DocketSmart Advocate

Certifications & Qualifications

J.D.

Industry Keywords

Plaintiff Law FirmsLegal OperationsIntake ManagementVoice AI

About the role

Key responsibilities & impact

Own voice agent customization end to end for every firm during intake onboarding
Configure call flows, firm knowledge bases, objection handling, case-type-specific intake questions, transfer rules, staff directories, and call/lead scoring criteria
Set up phone system integrations including RingCentral and CRM/DMS handoffs including Clio Grow, Lead Docket, and Smart Advocate
Configure e-signature setup so retainers can be sent and signed while clients are on the phone
Define standards, checkpoints, sequencing, and judgment calls for fully onboarded intake
Turn operational learnings into training and documentation for CSMs and Legal Account Associates
Manage a book of intake-focused accounts, including intake-only and land-and-expand deals
Partner with CSMs, integrations engineering, and plaintiff law firms

Requirements

What you’ll need

J.D., or experience in a legal operations role at a plaintiffs' firm of meaningful size
Understanding of intake, including call flows, lead qualification, objection handling, and case viability
Ability to configure and iterate on AI-driven workflows
Ability to document and systematize knowledge into team playbooks
Ability to work across functions with CSMs, integrations engineering, and law firms
Direct experience with legal intake or voice AI platforms preferred
Consulting experience layered on legal or intake operations background preferred
Experience training non-technical teams on a new workflow or tool preferred

Benefits

Comp & perks

Competitive Salary & Equity
401(k) Program with Employer Matching
Health, Dental, Vision and Life Insurance
Short Term and Long Term Disability
Commuter Benefits (in office employees only)
Autonomous Work Environment
Workplace Setup Reimbursement
Telecomm Stipend
Flexible Time Off (FTO) + Holidays
Quarterly Team Gatherings
In office Perks (in office employees only)