Case Manager Assistant

• Build complete case files by requesting and obtaining medical records, medical bills, police reports, photographs, insurance documentation, and other supporting records.
• Follow up with hospitals, medical providers, imaging centers, employers, and government agencies regarding outstanding requests.
• Upload and accurately label case documents in Litify.
• Support assigned Case Managers with timely case progression updates and administrative assistance.
• Maintain accurate client, treatment, provider, and insurance information throughout the pre-litigation process.
• Support demand preparation by identifying documentation gaps and obtaining required records and bills.
• Communicate professionally and compassionately with clients about treatment, appointments, authorizations, and missing documentation.
• Process and route incoming correspondence, faxes, and electronic documents promptly.
• Maintain tracking logs and reports for pending requests, follow-up activity, and approaching deadlines.

• Previous experience in a U.S. personal injury law firm, including hands-on retrieval of medical records and medical bills.
• Ability to perform both Records Clerk and Case Manager Assistant responsibilities, with an understanding of treatment tracking, records collection, and pre-litigation demand preparation.
• Strong written and spoken English, with the ability to communicate professionally with clients, medical providers, and insurance representatives.
• Excellent organization and attention to detail, with consistent follow-through on multiple cases, requests, and deadlines independently.
• Proficiency in Microsoft Word, Excel, and Outlook, plus experience with Litify or a comparable legal case management platform.
• Full-time availability from 8:30 a.m. to 5:00 p.m. PST, with reliable internet, suitable computer equipment, and a dedicated remote workspace.
• Ability to protect client confidentiality, take accountability for assigned work, and meet productivity standards.
• Direct experience using Litify to organize documents, update case information, and track outstanding requests.
• Experience requesting HIPAA authorizations and maintaining medical treatment updates.
• Experience coordinating with multiple medical providers and managing high-volume personal injury case files.