Global Intake – Case Management Assistant

Crisp Professional Development

. Handle inbound intake calls and conduct the full intake process from initial call through file setup .

Posted 10/27/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the full intake process for personal injury cases, including effective communication with clients and meticulous data entry in CasePeer. Proficient in handling multiple tasks in a fast-paced environment while ensuring attention to detail and adherence to deadlines.

Highest-signal resume keywords

Intake ExperienceCasePeer ProficiencyBilingual CommunicationDocument PreparationTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Intake Process ManagementData EntryDocument HandlingCase TrackingClient Onboarding

Soft Skills

Excellent CommunicationAttention to DetailIndependent WorkTask PrioritizationCollaboration

Tools & Technologies

CasePeerMicrosoft TeamsVoIP Systems

Industry Keywords

Personal Injury LawClient EngagementIntake InterviewsLead ConversionU.S. Legal Environment

Tech Stack

Tools & technologies

VoIP

About the role

Key responsibilities & impact

Handle inbound intake calls and conduct the full intake process from initial call through file setup
Move qualified prospective clients through the engagement process through timely follow-up, answering questions, securing signed engagement documents, and onboarding newly retained clients
Enter intake information accurately into CasePeer and maintain organized, complete case files
Prepare letters of representation and related initial documents using firm templates
Incorporate attorney feedback, send finalized documents, request police reports and other incident documentation, and track outstanding items
Track new intake inquiries, outstanding information, signed engagement documents, and initial file setup items
Gather medical treatment, hospital, urgent care, provider, police report, and incident documentation
Communicate with prospective and newly retained clients by phone, text, and digital platforms
Explain next steps and gather required information
Collaborate with staff members using Microsoft Teams

Requirements

What you’ll need

3–5 years of direct intake experience with a U.S.-based personal injury law firm
Experience handling intake as a core responsibility, including responding to prospective clients, conducting intake interviews, gathering case details, following up on leads, documenting intake information, and helping convert qualified prospects into signed clients
Ability to respond promptly, follow through independently, and prioritize time-sensitive personal injury leads
Fluent in both English and Spanish
Excellent written and verbal communication skills
Comfort using intake/case tracking software, VoIP systems, and Microsoft Teams in a remote environment
Ability to learn and accurately maintain intake records in CasePeer
Strong ability to manage multiple tasks and priorities in a fast-paced environment
Exceptional attention to detail in data entry and document handling
Ability to work U.S. hours, 11:00 AM–7:00 PM EST
Reliable access to necessary technology
Demonstrated success working independently in a remote, structured work setting

Benefits

Comp & perks

Professional growth opportunities in personal injury intake, client communication, lead conversion, and accurate file setup
Supportive collaborative team culture with regular communication and clear expectations
Meaningful impact on client experience
Defined intake process with clear expectations, established templates, and CasePeer workflows