Bilingual Case Manager – Legal Support

• Conduct regular client check-ins regarding medical treatment progress
• Answer general case status questions and keep clients engaged to prevent gaps in care
• Request, track, and retrieve medical records and billing statements from providers via portals such as ChartSwap and direct phone calls
• Log documentation accurately in the CRM
• Correspond with insurance adjusters regarding claim setup, PIP/MedPay, liability, and property damage
• Maintain case notes, deadlines, and treatment timelines
• Flag files ready for demand to the attorney
• Assist with inbound inquiries, web leads, and texts
• Gather case facts and run initial screening scripts
• Manage e-signatures for retainer agreements

• 1+ years of direct experience in a U.S. law firm as a Case Manager Assistant, Paralegal, or Intake Specialist; Plaintiff-side Personal Injury or litigation preferred
• Solid grasp of the PI case lifecycle: intake, treatment, records/bills collection, demand, negotiation, and settlement
• Direct experience requesting/tracking medical records and communicating with insurance adjusters regarding claims, MedPay/PIP, and liability
• Exceptional bilingual fluency in English and Spanish with a warm, empathetic, and steady phone presence
• Clear, structured, and complete written English skills; summaries and case notes must be clean enough for the attorney to act on without follow-up clarification
• Hands-on experience with legal case management platforms (Filevine, CASEpeer, Clio, Litify, SmartAdvocate, or similar) and e-signature tools
• Quiet remote setup with a noise-canceling headset, high-speed internet, and power/internet backup systems
• Availability for 9am–5pm PST schedule