Global Intake Specialist

The role

The Global Intake Specialist will own the personal injury intake process from initial inquiry through file setup. This role involves responding to leads, conducting interviews, documenting details in CasePeer, and converting prospective clients into signed clients.

What you will do

• Handle inbound intake calls and conduct the full intake process through file setup
• Move qualified prospective clients through the engagement process and secure signed documents
• Enter intake information accurately into CasePeer
• Prepare letters of representation and related initial documents using firm templates
• Request police reports or other initial incident documentation
• Track outstanding information, signed documents, and initial file setup items
• Gather medical treatment, hospital, and provider information
• Communicate with prospective and newly retained clients via phone, text, and digital platforms
• Collaborate with staff using Microsoft Teams

Required qualifications

• 3–5 years of direct intake experience with a U.S.-based personal injury law firm
• Fluent in both English and Spanish
• Comfortable using intake/case tracking software, VoIP systems, and Microsoft Teams
• 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

Nice to have

• CasePeer experience

Benefits

• Professional Growth
• Collaborative Environment
• Impactful Work
• Defined Intake Process

About the company

Turner Ross Germain is a personal injury and local government law practice based in Marietta, Georgia. The firm is led by managing partners Valerie Ross and Meredith Germain.