[Hiring] Bilingual Case Manager & Legal Support @Staffing for Doctors

Role Description

We are seeking a proactive, empathetic, and detail-oriented Bilingual Case Manager & Legal Support Virtual Assistant to join a growing U.S.-based litigation firm. In this role, you will be the main operational point of contact for clients after their intake, ensuring they receive consistent support throughout their case lifecycle.

• Manage active client communication, track medical treatments, handle records and billing requests, correspond with insurance adjusters, and maintain impeccable case files.
• Key Responsibilities:
• Client Communication & Treatment Follow-Up: Conduct regular check-ins with clients on their medical treatment progress, answer general case status questions, and keep them engaged to prevent gaps in care.
• Records & Bills Collection: Request, track, and retrieve medical records and billing statements from providers via portals (e.g., ChartSwap) and direct phone calls, logging all documentation accurately in the CRM.
• Insurance & Case File Management: Correspond with insurance adjusters regarding claim setup, PIP/MedPay, liability, and property damage. Keep case notes, deadlines, and treatment timelines updated, flagging files that are ready for demand to the attorney.
• Intake & Client Onboarding Support: Assist with inbound inquiries, web leads, and texts as needed; gather case facts, run initial screening scripts, and manage e-signatures for retainer agreements.

Qualifications

• 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 writing skills; summaries and case notes must be clean enough for the attorney to act on without needing follow-up clarification.
• Hands-on experience with legal case management platforms (Filevine, CASEpeer, Clio, Litify, SmartAdvocate, or similar) and e-signature tools.

Requirements

• Quiet remote setup with a noise-canceling headset, high-speed internet, and power/internet backup systems.