Global Intake & Case Management Assistant

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

📋 Description

• Intake Management: Manage incoming intake calls and execute the complete intake process from the initial call to file setup, ensuring that prospective clients experience a seamless and efficient onboarding process.

• Client Sign-Up: Transform qualified leads into clients by obtaining the required documentation and electronic signatures to enable prompt engagement with the firm.

• Data Entry: Precisely input intake information into CasePeer, guaranteeing that all details are accurately recorded and case files are organized and comprehensive.

• Document Preparation: Create and dispatch Letters of Representation and request police reports using firm templates, facilitating the timely advancement of client matters.

• Case Support: Aid the current case manager by handling overflow casework, contributing to the maintenance of momentum and continuity across active cases.

• Medical Records: Follow up on medical records and collaborate with providers to secure essential documentation needed for case development.

• Client Communication: Ensure clear and effective communication with clients through phone, text, and digital platforms, promoting a positive client experience.

• Collaboration: Collaborate closely with other staff members via Microsoft Teams to guarantee streamlined operations and effective team coordination.

⛳️ Requirements

• Experience Required: 2–3 years of experience in a personal injury law firm based in the U.S., with a robust understanding of legal intake and case management workflows.

• Bilingual Proficiency: Fluent in both English and Spanish, possessing excellent written and verbal communication skills, and able to communicate confidently with clients and team members.

• Technical Skills: Competent with case management software such as CasePeer, VoIP systems, and Microsoft Teams, with the capability to swiftly navigate and utilize technology in a remote setting.

• Organizational Skills: Strong ability to juggle multiple tasks and priorities in a fast-paced environment while maintaining efficiency and responsiveness.

• Detail-Oriented: Exceptional attention to detail, especially 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 dependable access to necessary technology and proven success in working independently in a remote, structured work environment.

🏝️ Benefits

• Competitive Compensation: Receive competitive compensation that reflects your experience, expertise, and the value you bring to the team.

• Professional Growth: Join a growing firm that appreciates initiative and offers opportunities to enhance your skills, deepen your expertise, and take on greater responsibilities over time.

• Collaborative Environment: Be part of a supportive team culture characterized by regular communication, clear expectations, and close collaboration throughout the firm.

• Impactful Work: Contribute meaningfully to the client experience by ensuring that cases progress efficiently and clients receive the attention they deserve.

• Structured Onboarding: Enter a role supported by well-defined workflows, proven systems, and practical training resources that prepare you for long-term success.