Global Intake & Case Management Assistant

Remotemid

OperationsManagement

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Key Responsibilities

Intake Management: Handle inbound intake calls and conduct the full intake process from initial call through file setup,

Technical Tools

OperationsManagement

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~1 min read

→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.

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.

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.