Global Intake – Case Management Assistant

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage incoming intake calls and execute the complete intake process from the initial call to file setup.

• Guide qualified potential clients through the engagement process with timely follow-ups, addressing questions, obtaining signed engagement documents, and onboarding newly retained clients.

• Accurately input intake data into CasePeer while keeping organized and comprehensive case files.

• Draft letters of representation and other initial documents utilizing firm templates.

• Integrate attorney feedback, dispatch finalized documents, request police reports and other incident-related documentation, and monitor outstanding items.

• Keep track of new intake inquiries, pending information, signed engagement documents, and preliminary file setup tasks.

• Collect medical treatment, hospital, urgent care, provider, police report, and incident documents.

• Engage with prospective and newly retained clients via phone, text, and digital platforms.

• Clarify next steps and gather necessary information.

• Collaborate with team members using Microsoft Teams.

⛳️ Requirements

• 3–5 years of direct intake experience within a U.S.-based personal injury law firm.

• Proven experience in handling intake as a primary responsibility, including responding to prospective clients, conducting intake interviews, collecting case details, following up on leads, documenting intake information, and assisting in converting qualified prospects into signed clients.

• Ability to respond swiftly, follow through independently, and prioritize time-sensitive personal injury leads.

• Bilingual in English and Spanish.

• Outstanding written and verbal communication skills.

• Proficient in using intake/case tracking software, VoIP systems, and Microsoft Teams in a remote setting.

• Capability to learn and accurately maintain intake records in CasePeer.

• Strong aptitude for managing multiple tasks and priorities in a fast-paced environment.

• Exceptional attention to detail in data entry and document management.

• Availability to work U.S. hours, from 11:00 AM to 7:00 PM EST.

• Consistent access to the required technology.

• Proven success working independently in a remote, structured work environment.

🏝️ Benefits

• Opportunities for professional growth in personal injury intake, client communication, lead conversion, and precise file setup.

• A supportive and collaborative team culture with regular communication and clear expectations.

• A significant impact on client experience.

• A defined intake process featuring clear expectations, established templates, and CasePeer workflows.