Global Intake & Case Management Assistant

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Crisp Professional Development

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1990

📚 Education

👥 HR Tech

Education • HR Tech • Coaching

Crisp Professional Development is an organization focused on enhancing professional skills through various training courses. They offer a wide range of programs including leadership, management, communication, and HR courses designed for individuals and teams. As an accredited center for the Institute of Leadership and Management (ILM), Crisp is committed to delivering bespoke development opportunities that cater to the unique needs of their clients, ultimately aiming to make a positive difference in their professional lives.

📋 Description

• 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.

🎯 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.