Crisp Recruit - Global Intake & Case Management Assistant
Requirements
• Experience Required: 3–5 years of direct intake experience with a U.S.-based personal injury law firm. Candidates must have handled intake as a core responsibility, including responding to prospective clients, conducting intake interviews, gathering case details, following up on leads, documenting intake information, and helping convert qualified prospects into signed clients. • Urgency & Ownership: Understands that new personal injury leads are time-sensitive and must take priority. Able to respond promptly, follow through independently, and move prospective clients forward without constant reminders or supervision. • Urgency & Ownership: • 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. • Bilingual Proficiency: • Technical Skills: Comfortable using intake/case tracking software, VoIP systems, and Microsoft Teams in a remote environment. CasePeer experience is helpful, but candidates must at minimum be able to learn and accurately maintain intake records in CasePeer. • 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. • Detail-Oriented: • 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. • Remote Work Readiness & Reliability:
Responsibilities
• 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. • Intake Management: • Client Conversion: Take ownership of moving qualified prospective clients through the engagement process, including timely follow-up, answering intake-related questions, securing signed engagement documents, and creating a smooth onboarding experience for newly retained clients. • Client Conversion: • Data Entry: Accurately enter intake information into CasePeer, ensuring all details are recorded properly and case files remain organized and complete. • Data Entry: • Initial Documentation: Prepare letters of representation and related initial documents using firm templates, incorporate attorney feedback when needed, send finalized documents promptly, request police reports or other initial incident documentation, and track outstanding items through completion. • Initial Documentation: • Intake Follow-Through: Proactively track new intake inquiries, outstanding information, signed engagement documents, and initial file setup items to ensure no prospective client or next step falls through the cracks. • Intake Follow-Through: • Initial Supporting Documentation: Identify whether prospective clients have already received medical treatment, gather hospital, urgent care, and provider information, request initial records when needed, obtain police reports or other incident documentation, and ensure supporting documents are included in the initial intake file. • Initial Supporting Documentation: • Client Communication: Maintain clear, timely, and effective communication with prospective and newly retained clients during the intake process via phone, text, and digital platforms, including explaining next steps and gathering required information. • Client Communication: • Collaboration: Work closely with other staff members using Microsoft Teams to ensure streamlined operations and effective team coordination. • Collaboration:
Benefits
• Professional Growth: Become part of a growing firm that values initiative and gives you the opportunity to deepen your expertise in personal injury intake, client communication, lead conversion, and accurate file setup. • Professional Growth: • Collaborative Environment: Be part of a supportive team culture with regular communication, clear expectations, and close collaboration across the firm. • Collaborative Environment: • Impactful Work: Make a meaningful contribution to the client experience by helping ensure prospective clients are contacted quickly, intake information is completed accurately, and qualified leads move efficiently into signed engagements. • Impactful Work: • Defined Intake Process: Step into a role with clear intake expectations, established templates, CasePeer workflows, and a strong focus on timely follow-through, accurate documentation, and converting qualified prospective clients. • Defined Intake Process: • Competitive Compensation: Compensation will be based on experience, intake expertise, and the value the candidate brings to the role.
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