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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing personal injury case files, including medical records retrieval, documentation organization, and pre-litigation demand preparation. Proficient in maintaining accurate client and case information while ensuring effective communication with clients and medical providers.
Highest-signal resume keywords
Medical Records RetrievalLitify Case ManagementPre-Litigation Demand PreparationStrong Written and Spoken EnglishAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Records CollectionTreatment TrackingDocument OrganizationCase Progression ManagementHIPAA Authorization Requests
Soft Skills
Professional CommunicationCompassionate Client InteractionIndependent Follow-ThroughAccountability
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft OutlookLitify
Industry Keywords
Personal Injury LawMedical Treatment UpdatesHigh-Volume Case ManagementClient Confidentiality
About the role
Key responsibilities & impact- Build complete case files by requesting and obtaining medical records, medical bills, police reports, photographs, insurance documentation, and other supporting records.
- Keep outstanding requests moving through consistent follow-up with hospitals, medical providers, imaging centers, employers, and government agencies.
- Maintain organized, easy-to-navigate files by uploading and accurately labeling case documents in Litify.
- Help assigned Case Managers stay on top of case progression through timely updates, administrative support, and clear communication about outstanding items.
- Keep client, treatment, provider, and insurance information accurate and current throughout the pre-litigation process.
- Support demand preparation by identifying documentation gaps and following through until required records and bills are complete.
- Help clients understand what is needed through professional, compassionate communication about treatment, appointments, authorizations, and missing documentation.
- Ensure incoming correspondence, faxes, and electronic documents are processed promptly and routed to the appropriate case files and team members.
- Maintain tracking logs and reports that make pending requests, follow-up activity, and approaching deadlines visible.
Requirements
What you’ll need- 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 is nice to have.
- Experience requesting HIPAA authorizations and maintaining medical treatment updates is nice to have.
- Experience coordinating with multiple medical providers and managing high-volume personal injury case files is nice to have.