Global Intake & Case Management Assistant

What you’ll do

• 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.

What we’re looking for

• 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.

Why you should work here

• 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.