Global Intake & Case Management Assistant
About the role
About the Firm
Turner Ross Germain isn’t your typical law firm. Based in Marietta, Georgia, this tight-knit practice brings decades of legal experience to the table, combining the precision of litigation with the care of a client-first approach. With deep roots in personal injury and local government law, including land use, zoning, and appellate work, the firm is well-positioned for a new chapter of growth and transformation.
Founded by three seasoned attorneys, Turner Ross Germain is now led by managing partners Valerie Ross and Meredith Germain, who have practiced together since 2011 and bring over 50 years of combined legal expertise. In the process of transforming their systems, brand, and team structure, they are creating a strong foundation for future success and encouraging driven individuals to grow alongside them.
Role Overview
We are seeking a Global Intake & Case Management Assistant to serve as a critical member of our client intake and case management team. In this role, you will be responsible for ensuring timely, compassionate, and professional interactions with prospective and existing clients while supporting key case management processes. Your work will help keep cases moving efficiently, strengthen the client experience, and enable our legal team to focus on achieving the best possible outcomes for those we serve.
What you’ll do:
- Intake Management: Handle inbound intake calls and conduct the full intake process from initial call through file setup, helping ensure prospective clients receive a smooth and efficient onboarding experience.
- Client Sign-Up: Convert qualified leads into clients, obtaining necessary documentation and electronic signatures to facilitate timely engagement with the firm.
- Data Entry: Accurately enter intake information into CasePeer, ensuring all details are recorded properly and case files remain organized and complete.
- Document Preparation: Draft and send Letters of Representation and request police reports using firm templates, supporting the timely progression of client matters.
- Case Support: Assist the current case manager in managing overflow casework, helping maintain momentum and continuity across active cases.
- Medical Records: Follow up on medical records and coordinate with providers to obtain necessary documentation needed to support case development.
- Client Communication: Maintain clear and effective communication with clients via phone, text, and digital platforms, helping foster a positive client experience.
- Collaboration: Work closely with other staff members to ensure seamless case handling and consistent client service.