Crisp Professional Development

Paralegal

• Case Management: Help track active cases, ensure key steps are completed accurately, and keep litigation workflows moving without unnecessary delays.
• Client Communication: Call clients, gather case-related information, provide updates, and communicate in a clear, professional, client-friendly manner.
• Document Management: Organize, label, categorize, and name legal documents accurately, including documents stored in Clio or similar case management platforms.
• Calendar Management: Track important deadlines, court dates, discovery timelines, and attorney schedules to help ensure nothing is missed.
• Medical Records Coordination: Assist with obtaining, tracking, and organizing medical records needed for case development.
• Scheduling: Help coordinate depositions, mediations, court proceedings, client calls, and other case-related appointments as needed.

Global Litigation Paralegal

Legal Assistant

• Client Communication: Conduct introductory calls and maintain long-term communication through emails, texts, and calls.
• Case Management: Support the end-to-end management of personal injury files, actively handling approximately 120 cases.
• Negotiations: Draft and send letters of representation, and negotiate claims and liens with insurance companies.
• Documentation: Utilize Filevine for precise case tracking, ensuring all updates are timely and accurate.
• Autonomous Task Execution: Independently run case management tasks, minimizing the need for micromanagement.

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, including objection handling, tone, urgency, and empathy. Create a culture of continuous learning and improvement to increase conversion rates.
• Collaborate with the marketing department to ensure a steady and quality flow of leads. Manage distribution, response times, and follow-up sequences to ensure no opportunity is missed.
• Build and maintain sales dashboards and reports that summarize team performance. Present data-driven insights to leadership and implement improvement plans where results lag.
• Attend community events, expos, and partnership programs as the firm’s representative. Network with potential clients and referral partners to promote Serving Immigrants’ mission and generate new business opportunities.
• Identify bottlenecks in the intake and consultation process and design scalable solutions. Introduce or refine systems to improve scheduling, lead tracking, and client communication efficiency.
• Work closely with operations and legal teams to ensure a smooth transition from initial intake to signed client. Maintain communication between departments to deliver a seamless client experience.

Strategic Sales Manager

Client Services Representative

• Phone Management: Serve as the first point of contact by managing inbound calls, ensuring each interaction is handled professionally, efficiently, and compassionately.
• Call Routing & Operational Support: Route calls intelligently to the appropriate departments while minimizing rollover calls to external reception services and improving internal responsiveness.
• Intake Support: Assist with intake overflow during busy periods, capture potential leads, and support intake operations during absences or peak demand.
• Client Triage & Resource Guidance: Assess client needs, provide referrals or resources when inquiries fall outside the firm’s scope, and ensure callers are guided appropriately rather than reaching dead-end interactions.
• Emotional Client Support: Provide calm, empathetic, and patient communication to clients who may be emotional, overwhelmed, or navigating difficult legal situations for the first time.
• Technology & Systems Utilization: Work within AI-driven and technology-supported workflows, leveraging tools and systems to improve communication, responsiveness, and operational efficiency.

Global Client Services Specialist

Marketing

• Video Editing: Execute asynchronous video editing for short and long-form content, including up to 40 short videos monthly.
• Content Repurposing: Modify and format video content for versatile platform presence such as TikTok, Instagram, Facebook, and YouTube Shorts.
• Graphic Design: Design marketing materials including social media graphics and promotional content using advanced tools like Photoshop and Illustrator.
• Podcast Production: Support podcast operations by editing, summarizing episodes, and managing distribution across relevant networks.
• Content Management: Oversee content scheduling and publishing, ensuring consistency and strategic alignment with marketing goals.
• SEO Collaboration: Engage with SEO strategies by attending recurring meetings and implementing tactical content adjustments.
• Creative Support: Contribute to content strategy by drafting scripts and summaries to enhance narrative presentation.

Global Marketing Editor

Human Resources

• Administrative Support: Provide comprehensive administrative support to both HR and Operations, helping remove day-to-day operational tasks from leadership so they can remain focused on higher-level strategic initiatives.
• Executive Support: Triage and respond to urgent requests from firm partners with professionalism and efficiency, ensuring priorities are handled quickly and nothing falls through the cracks.
• HR and Operations Collaboration: Work closely with the HR Manager and Director of Operations to support department-wide initiatives, contributing to the smooth coordination of projects and internal processes across the firm.
• Meeting Success Metrics: Support the team in achieving defined KPIs and success metrics by maintaining strong organization, follow-through, and accountability in daily responsibilities.
• Continuous Learning: Actively participate in the day-to-day operations of the firm while working on-site, allowing you to build a deep understanding of team workflows, priorities, and processes so you can execute tasks with accuracy and confidence.

Global HR Admin Support

• Case Management: Oversee end-to-end management of civil litigation cases, ensuring all elements from filing to closure are handled efficiently.
• Discovery Expertise: Draft, prepare, and summarize discovery documents independently, ensuring compliance with all legal requirements.
• Document Preparation: Prepare pleadings, motions, deposition notices, and subpoenas with precision and attention to detail.
• Deadline Management: Own and track all court-related deadlines and ensure timely filing and service of legal documents.
• Technology Utilization: Utilize Clio and EVE AI tools to enhance drafting and workflow, ensuring efficiency and accuracy.
• Medical Records & Case Support: Prepare medical summaries and organize supporting documentation to ensure accuracy and completeness for case development.
• Document Service & Filing Coordination: Manage service of documents and filing workflows, ensuring proper execution and compliance with all filing requirements.
• Attorney Coordination: Ensure attorneys provide timely notes and meet all deadlines, with consistent follow-up after court appearances to maintain case progress.