[Hiring] Global Intake & Case Management Assistant @Crisp Recruit

Role Description

We are seeking a Global Intake Specialist to own the personal injury intake process from the first prospective client inquiry through file setup. In this hands-on, individual contributor role, you will:

• Handle inbound intake calls and conduct the full intake process from initial call through file setup, ensuring prospective clients receive a smooth onboarding experience.
• Take ownership of moving qualified prospective clients through the engagement process, including timely follow-up and securing signed engagement documents.
• Accurately enter intake information into CasePeer, ensuring all details are recorded properly and case files remain organized.
• Prepare letters of representation and related initial documents, incorporating attorney feedback when needed.
• Proactively track new intake inquiries and outstanding information to ensure no prospective client or next step falls through the cracks.
• Identify whether prospective clients have received medical treatment and gather necessary documentation.
• Maintain clear, timely communication with prospective and newly retained clients during the intake process.
• Work closely with other staff members using Microsoft Teams to ensure streamlined operations.

Qualifications

• 3–5 years of direct intake experience with a U.S.-based personal injury law firm.
• Fluent in both English and Spanish, with excellent written and verbal communication skills.
• Comfortable using intake/case tracking software, VoIP systems, and Microsoft Teams in a remote environment.
• Strong ability to manage multiple tasks and priorities in a fast-paced environment.
• Exceptional attention to detail, particularly in data entry and document handling.
• Ability to work U.S. hours (11:00 AM–7:00 PM EST) with reliable access to necessary technology.

Requirements

• Understand that new personal injury leads are time-sensitive and must take priority.
• Able to respond promptly and follow through independently.
• Experience with CasePeer is helpful, but candidates must be able to learn and maintain intake records accurately.

Benefits

• Professional growth opportunities in personal injury intake and client communication.
• Supportive team culture with regular communication and clear expectations.
• Make a meaningful contribution to the client experience.
• Defined intake process with established templates and workflows.
• Competitive compensation based on experience and intake expertise.