Summary
Overview
Work History
Skills
Timeline
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DANIEL ROCHE JR.

Fort Lauderdale,FL

Summary

Dynamic Intake Supervisor with a proven track record at McCready Law, scaling teams, and enhancing lead conversion through strategic systems, AI integration, and emotional intelligence coaching. Experienced in managing teams of 15+ and building systems that track productivity, performance, and quality assurance. Expert in CRM management, AI auditing tools, and SOP development, driving firm growth, client retention, and seamless onboarding. These implementations helped scale the firm from 40 employees to over 160 in just eight months. Bilingual communicator adept at navigating multi-jurisdictional workflows while fostering a high-performance, client-focused culture.

Overview

10
10
years of professional experience

Work History

Intake Supervisor

McCready Law
Chicago, USA
11.2023 - Current
  • Scaled intake team from 3 to 15 members in under 8 months through strategic hiring, onboarding, and individualized coaching.
  • Designed and implemented robust intake systems that improved lead conversion rates and reduced onboarding friction, contributing to firm growth from 40 to 160 employees in less than a year.
  • Created comprehensive rebuttal and intake sales training program focused on building empathy, overcoming objections, and increasing same-day signups.
  • Oversaw marketing and lead generation campaigns across multiple platforms, managing relationships with vendors and optimizing performance based on KPIs.
  • Developed and enforced detailed standard operating procedures (SOPs) covering onboarding, compliance, call flow, audits, and file setup.
  • Partnered with attorneys to refine jurisdiction-specific workflows, leading expansion into new state markets.
  • Delivered monthly performance coaching, implemented emotional intelligence training, and created team benchmarks to improve retention and communication.
  • Integrated CRM and legal tech tools including SmartAdvocate (case management), Lead Docket (lead intake), Filevine (workflow and communication tracking), EvenUp (demand generation), and CallRail (call tracking) to enhance automation, reporting, and intake efficiency.
  • Led the rollout of AI auditing tools and chat automation software to handle overflow, after-hours inquiries, and auditing of rep performance.

Regional Intake Coordinator

Lerner & Rowe
Phoenix, USA
12.2020 - 11.2023
  • Managed high-volume intake operations across 7 states, coordinating staffing, lead handling, and intake quality.
  • Maintained consistent monthly performance of 100+ signed retainers through detailed follow-up procedures, strict adherence to firm criteria, and proactive client outreach.
  • Delivered coaching and QA audits to improve rep professionalism, tone, and ability to handle objections.
  • Conducted legal screenings for personal injury, workers' comp, and mass tort cases.
  • Utilized SmartAdvocate and internal dashboards to maintain case progress, escalate urgent matters, and ensure documentation compliance.

Sales & Business Development Director

Bader Scott Law
Atlanta, USA
01.2019 - 11.2021
  • Directed all intake sales operations while identifying inefficiencies in department workflow and implementing long-term solutions.
  • Built and led team trainings focused on empathy, listening skills, lead nurturing, and handling client resistance.
  • Reorganized intake flow to improve transparency between intake, attorneys, and case managers.
  • Oversaw implementation of new tracking systems, improving retention and boosting conversions from 60% to 90%+.
  • Supported leadership with cross-functional collaboration to improve new client handoffs, onboarding, and internal communication.

Personal Injury Sales Consultant

Daniel Roche LLC
Atlanta, USA
12.2015 - 12.2019
  • Provided strategic consulting to personal injury firms and medical providers to scale intake operations and increase revenue.
  • Developed lead generation strategies using CRMs, referral channels, and marketing data to target ideal client profiles.
  • Built a network of chiropractors, pain clinics, and attorney partners to facilitate warm referrals.
  • Helped firms implement intake software tools (e.g., Lead Docket and Filevine) and trained staff on best practices for follow-up and file documentation.
  • Organized workshops and networking events to strengthen relationships between law firms and providers, promoting cohesive care and referral trust.
  • Created marketing campaigns to build brand awareness, increase online lead flow, and optimize client engagement.

Skills

  • Bilingual communication: English and Spanish
  • High-conversion negotiation
  • CRM and intake systems management
  • Client retention strategies
  • AI and automation integration
  • SOP development and onboarding
  • Multi-jurisdiction workflow customization
  • Emotional intelligence coaching
  • KPI tracking and performance auditing
  • Virtual assistant management
  • National referral program management
  • Strategic event planning

Timeline

Intake Supervisor

McCready Law
11.2023 - Current

Regional Intake Coordinator

Lerner & Rowe
12.2020 - 11.2023

Sales & Business Development Director

Bader Scott Law
01.2019 - 11.2021

Personal Injury Sales Consultant

Daniel Roche LLC
12.2015 - 12.2019

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DANIEL ROCHE JR.