Medical Records and Client Communication Case Manager

• Prepare medical chronologies and summaries with approved artificial intelligence assistance
• Help identify and manage liens as training progresses
• Maintain accurate and accessible case documentation in Filevine
• Request and monitor medical bills and outstanding balances
• Support attorneys, paralegals, and other legal staff with day-to-day case management and administrative needs
• Use RingCentral and Zoom for client communication, internal collaboration, and virtual meetings
• Support the drafting of legal documents as experience and training progress
• Take on additional administrative and case management responsibilities based on the legal team’s needs
• Follow up with medical providers and other relevant parties regarding requested documentation
• Handle incoming calls during assigned phone coverage periods
• Respond to clients professionally through email and SMS
• Request, collect, organize, and manage medical records
• Assist with the preparation of demand packages
• Organize key medical and case documents

• 1-2 years of experience working as a case manager or legal assistant
• Personal Injury experience required
• Filevine experience preferred
• Excellent written and verbal English communication skills
• Strong professional writing skills for client correspondence and legal support
• Ability to communicate professionally with clients through email, SMS, and phone
• Strong organizational and document management skills
• Ability to manage medical records, bills, balances, and related case information accurately
• Capacity to learn personal injury case management processes through gradual training
• Adaptability and willingness to manage several areas of responsibility
• Collaborative and easy-to-work-with approach
• Friendly, professional, and service-oriented communication style
• Strong attention to detail when reviewing documents and maintaining case information
• Ability to prioritize responsibilities in a lower-volume legal environment
• Dependability when supporting attorneys, paralegals, and other staff members
• Comfort using case management and communication technology
• Remote, Eastern Standard Time (EST)
• Monday to Friday availability
• Ability to handle moderate call volume of 6-15 calls per day
• FileVine CRM proficiency
• RingCentral VOIP proficiency
• Zoom proficiency
• English language

• Remote work opportunity
• Great Place to Work Certification environment
• Recruiter guidance through the application process