Solutions Architect, AI Intake

Eve

. Own intake setup end to end, from mapping lead flows through onboarding completion .

Posted 10/21/2026full-timeSan Francisco • California • United StatesMid-LevelSenior💰 $13,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing end-to-end intake processes, integrating voice AI systems, and evaluating voice-agent performance. Proficient in translating stakeholder requirements into actionable plans while ensuring compliance with legal operations and high-volume call management.

Highest-signal resume keywords

Intake ManagementVoice AI IntegrationLegal Operations ExperienceAI Evaluation WritingCRM Configuration

ATS Keywords

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Hard Skills

Intake Process MappingVoice-Agent ConfigurationRegression TestingTest-Call Script WritingLead Management

Soft Skills

Problem SolvingStakeholder CommunicationAdaptability

Tools & Technologies

RetellVapiLiveKitTwilioLead DocketLitifyFilevineClio

Industry Keywords

Legal OperationsHigh-Volume Phone OperationsIntake Edge CasesConflict ChecksStatute-of-Limitations

About the role

Key responsibilities & impact

Own intake setup end to end, from mapping lead flows through onboarding completion
Configure, launch, and iterate voice agents based on real calls
Integrate phone systems, lead sources, lead management, document systems, and scoring
Bring insights from firm implementations to product and engineering
Handle change requests and address root causes in the product or default templates
Build repeatable voice-agent evaluation processes and test datasets
Define and test voice-agent quality across upgrades, interruptions, off-script callers, and long flows
Write runbooks and training for Customer Success and Legal AI Architects
Solve complex transfer trees, call-flow issues, lead-routing gaps, and regression-testing needs

Requirements

What you’ll need

3+ years of experience in intake, legal operations, implementation, or building with AI
Experience running or working intake at a plaintiff firm or similar high-volume, phone-first operation, or implementing intake systems for firms
Knowledge of intake edge cases, including catastrophic-injury callers, existing clients, statute-of-limitations issues, and conflict checks
Experience writing AI evaluations, test-call scripts, or regression checklists, or eagerness to learn
Ability to translate stakeholder needs into clear plans and configure systems independently
Comfort with phone trees, call forwarding, CRMs, webhooks, and admin portals
Nice to have: Comfort with code
Nice to have: Experience with voice AI platforms (Retell, Vapi, LiveKit, Twilio) or contact center tooling
Nice to have: Hands-on experience with Lead Docket, Litify, Filevine, or Clio
Nice to have: Prior forward deployed, solutions engineering, or implementation work

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)