Intake Specialist (Offshore)
Crisp Recruit(1 month ago)
About this role
The Intake Specialist (Offshore) at Daniel, Williams & Associates manages client onboarding and supports attorneys by stabilizing intake workflows and improving case management processes. The role focuses on enhancing client experiences in personal injury, employment, and immigration matters while working closely with firm leadership. The specialist will develop SOPs, track intake metrics, and optimize Clio-driven workflows remotely during Central Time hours.
Required Skills
- Client Intake
- Process Coordination
- Metrics Reporting
- Workflow Development
- Documentation Creation
- Client Support
- Clio Proficiency
- KPI Development
- Communication
- Problem Solving
+2 more
About Crisp Recruit
crisp.coCrisp is a growth agency that specializes in helping law firms scale client acquisition and revenue through data-driven marketing and coaching. The firm touts over $450M in new revenue generated for clients and builds a community of fast-growing firm owners. Crisp offers performance-focused services such as paid media, conversion optimization, funnels and growth coaching, emphasizing measurable, results-oriented strategies.
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