Crisp Professional Development logo
Crisp Professional Development

Making a positive difference to people’s lives through training and coaching. Leadership and management development, ILM

Global Intake & Case Management Assistant

GeneralGeneralFull TimeRemoteMid LevelTeam 11-50Since 1990H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

23 days ago

Salary

0

Seniority

Mid Level

2 yrs expEnglishSpanishVoIP

Job Description

Global Intake & Case Management Assistant

Crisp Professional Development

• Intake Management: Handle inbound intake calls and conduct the full intake process from initial call through file setup, helping ensure prospective clients receive a smooth and efficient onboarding experience. • Client Sign-Up: Convert qualified leads into clients, obtaining necessary documentation and electronic signatures to facilitate timely engagement with the firm. • Data Entry: Accurately enter intake information into CasePeer, ensuring all details are recorded properly and case files remain organized and complete. • Document Preparation: Draft and send Letters of Representation and request police reports using firm templates, supporting the timely progression of client matters. • Case Support: Assist the current case manager in managing overflow casework, helping maintain momentum and continuity across active cases. • Medical Records: Follow up on medical records and coordinate with providers to obtain necessary documentation needed to support case development. • Client Communication: Maintain clear and effective communication with clients via phone, text, and digital platforms, helping foster a positive client experience. • Collaboration: Work closely with other staff members using Microsoft Teams to ensure streamlined operations and effective team coordination.

Job Requirements

  • Experience Required: 2–3 years of experience in a U.S.-based personal injury law firm, with a strong understanding of legal intake and case management workflows.
  • Bilingual Proficiency: Fluent in both English and Spanish, with excellent written and verbal communication skills and the ability to communicate confidently with clients and team members.
  • Technical Skills: Proficient with case management software such as CasePeer, VoIP systems, and Microsoft Teams, with the ability to quickly navigate and utilize technology in a remote environment.
  • Organizational Skills: Strong ability to manage multiple tasks and priorities in a fast-paced environment while maintaining efficiency and responsiveness.
  • Detail-Oriented: Exceptional attention to detail, particularly in data entry and document handling, ensuring accuracy and consistency across case files.
  • Remote Work Readiness & Reliability: Ability to work U.S. hours (11:00 AM–7:00 PM EST), with reliable access to necessary technology and demonstrated success working independently in a remote, structured work setting.

Benefits

  • Competitive Compensation: Enjoy competitive compensation that reflects the experience, expertise, and value you bring to the team.
  • Professional Growth: Become part of a growing firm that values initiative and provides opportunities to expand your skills, deepen your expertise, and take on greater responsibility over time.
  • Collaborative Environment: Be part of a supportive team culture with regular communication, clear expectations, and close collaboration across the firm.
  • Impactful Work: Make a meaningful contribution to the client experience by helping ensure cases move forward efficiently and clients receive the attention they deserve.
  • Structured Onboarding: Step into a role supported by clear workflows, proven systems, and practical training resources that set you up for long-term success.

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