Crisp Professional Development

Bilingual Case Manager

Crisp Professional Development

full-time

Posted on:

Location Type: Remote

Location: Florida • United States

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Salary

💰 $1,300 - $1,500 per month

About the role

  • Own client onboarding from day one, review attorney consultation notes and the signed representation agreement, identify case type and parties, and create a customized document checklist tailored to case and country of origin.
  • Set clients up in the immigration practice management system, configure questionnaires, language settings, and reminders, and send the initial onboarding email with clear steps and timelines.
  • Host the Zoom onboarding meeting two days after the initial email, answer questions, align expectations, and establish a weekly cadence for follow ups during onboarding.
  • Coordinate documents and data collection, review uploads for completeness and accuracy, request missing items, and guide clients on acceptable formats and sources.
  • Draft clean, 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, provide “no update yet” check ins so clients feel supported while cases are pending, and prepare files for interview readiness.
  • Field inbound calls and one off questions with patience and clarity, escalating issues that require attorney input.
  • Collaborate closely with the 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, and help strengthen long term client relationships.

Requirements

  • Bilingual fluency in English and Spanish, non negotiable, with clear, empathetic written and verbal communication.
  • Client-facing experience in customer service, patient coordination, or legal support roles; immigration experience is a plus.
  • Detail focus and accuracy, comfortable working with forms, checklists, and document standards.
  • Ownership and resourcefulness, you bring solutions, ask smart questions, and move work forward independently in a remote setting.
  • Tech readiness: confident with practice management software (such as Clio and Docketwise), online filing portals, document management tools (including OneDrive and Microsoft products), and phone systems such as RingCentral.
Benefits
  • Training and support: onboarding includes a 30, 60, 90 plan built with the team.
  • Future bonus structures are possible but not promised.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
document managementcase managementonline filingdata collectiondocument accuracyclient onboardingcover letter draftinginterview preparationimmigration processes
Soft Skills
bilingual communicationempathyattention to detailresourcefulnessownershippatienceclaritycollaborationclient relationship management