Crisp Recruit - Global Intake & Case Management Assistant
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. • Bilingual Proficiency: • 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. • 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 Sign-Up: Convert qualified leads into clients, obtaining necessary documentation and electronic signatures to facilitate timely engagement with the firm. • Client Sign-Up: • Data Entry: Accurately enter intake information into CasePeer, ensuring all details are recorded properly and case files remain organized and complete. • Data Entry: • Document Preparation: Draft and send Letters of Representation and request police reports using firm templates, supporting the timely progression of client matters. • Document Preparation: • Case Support: Assist the current case manager in managing overflow casework, helping maintain momentum and continuity across active cases. • Case Support: • Medical Records: Follow up on medical records and coordinate with providers to obtain necessary documentation needed to support case development. • Medical Records: • Client Communication: Maintain clear and effective communication with clients via phone, text, and digital platforms, helping foster a positive client experience. • 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 provides opportunities to expand your skills, deepen your expertise, and take on greater responsibility over time. • 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 cases move forward efficiently and clients receive the attention they deserve. • Impactful Work: • Structured Onboarding: Step into a role supported by clear workflows, proven systems, and practical training resources that set you up for long-term success. • Structured Onboarding: • Competitive Compensation: Enjoy competitive compensation that reflects the experience, expertise, and value you bring to the team.
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