Crisp Professional Development

Sales

• Lead and manage a team of 11+ intake and consultation specialists.
• Set clear daily expectations, run team huddles, monitor call performance, and conduct weekly coaching sessions to maintain focus, motivation, and accountability.
• Develop and implement structured sales processes, call scripts, and follow-up protocols.
• Track key performance metrics, including call volume, consultation bookings, show rates, conversion percentages, and follow-up success rates.
• Provide consistent one-on-one and group coaching to enhance team members’ sales skills.
• Collaborate with the marketing department to ensure a steady and quality flow of leads.
• Build and maintain sales dashboards and reports that summarize team performance.
• Attend community events, expos, and partnership programs as the firm’s representative.
• Identify bottlenecks in the intake and consultation process and design scalable solutions.
• Work closely with operations and legal teams to ensure a smooth transition from initial intake to signed client.

Sales Manager

Manager

• Own client onboarding from day one: review attorney consultation notes and signed representation agreement, identify case type and parties, and create customized document checklists.
• Set clients up in the immigration practice management system; configure questionnaires, language settings, reminders, and send initial onboarding email with steps and timelines.
• Host Zoom onboarding meetings approximately two days after initial email; answer questions, align expectations, and establish weekly follow-up cadence.
• Coordinate document and data collection; review uploads for completeness and accuracy and request missing items.
• Draft client-ready cover letters and assemble preliminary packets, then route for attorney review; support online filings through USCIS and Department of State portals when directed.
• Maintain proactive status updates and prepare files for interview readiness.
• Field inbound calls and ad-hoc questions; escalate issues requiring attorney input.
• Collaborate closely with attorney and case team; deliver concise updates, spot risks early, and uphold data integrity across systems.
• Model the firm’s service standard: blend technical accuracy with warmth to strengthen long-term client relationships.

Case Manager

Bilingual

• Answer inbound client intake calls (5-10+ daily) and follow a structured intake questionnaire.
• Complete digital intake forms accurately and submit completed forms into the system.
• Transfer qualified leads/calls smoothly to the attorney (Attorney Batista).
• Perform clerical support: document collection, appointment scheduling, and secondary case write-ups to support bankruptcy filings.
• Coordinate follow-up with potential and current clients to ensure required documents are received and appointments are confirmed.
• Communicate with English and Spanish-speaking clients as needed.
• Collaborate with the attorney and virtual paralegal by providing accurate intake data that drives case strategy.

Bilingual Intake Specialist – Global

Paralegal

• Serve as the primary point of contact for Spanish-speaking clients, handle inbound calls, participate in new case discussions, review engagement paperwork, and set clear expectations throughout the case.
• Manage case calendars and deadlines, request and track medical records and bills, draft discovery responses, prepare deposition and appointment notices, organize exhibits, and assemble files for hearings and mediations.
• Coordinate provider visits, diagnostic testing, and follow-ups, confirm attendance, track work status notes and restrictions, and maintain treatment timelines and expense records.
• Oversee calendars, appointments, travel arrangements, reminders, and other personal or professional tasks that help attorneys remain focused and efficient.
• Partner with attorneys and reception staff to improve new client sign-up conversions, ensure contracts and disclosures are completed accurately, and maintain proper documentation of new matters.
• Proactively provide clients with status updates, explain workers’ compensation procedures in clear terms, and guide them through each stage of the case with professionalism and empathy.
• Maintain organized and accurate digital files, track critical deadlines, log benefit changes and authorizations, and escalate potential issues promptly.
• Collaborate with reception and other paralegals, assist with phone coverage when needed, and provide additional support during periods of high caseload.
• Contribute to goals around timely case progression, reduction of bottlenecks, and improved client conversion rates while documenting activities that demonstrate progress toward medical stability and case outcomes.

Operations

• Partner with the Managing Partner to design, document, and roll out firm-wide SOPs (intake → case setup → case progression → file closing)
• Standardize workflows across offices and ensure consistent adoption through training and audits
• Extract, clean, and consolidate data from case-management and intake systems to produce weekly/monthly dashboards (lead source, intake volume, case closures, revenue per office, review tracking)
• Define KPIs aligned to the firm’s priorities and hold teams accountable to those targets
• Float across locations to identify bottlenecks, recommend solutions, and drive implementation without direct line management of every admin
• Lead projects to increase automation, reduce manual work, and elevate client experience (forms automation, handoff checklists, escalation protocols)
• Work with firm administrator, paralegals, and attorneys on onboarding, training, and performance processes
• Coach staff on process adherence and create a collaborative, accountable culture supporting sustainable growth
• Serve as the firm’s operational representative for high-touch client issues: investigate concerns, coordinate remediation, communicate status, and convert lessons into preventative process improvements
• Manage relationships with key vendors and own improvements in the tech stack and integrations

Sales Manager

Case Manager

Bilingual Intake Specialist – Global

Paralegal

Operations Manager