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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 client confidentiality and ensuring timely communication with clients and medical providers.
Highest-signal resume keywords
Medical Records RetrievalLitify Case ManagementPre-Litigation Demand PreparationStrong English CommunicationAttention 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 UpdatesMicrosoft WordMicrosoft ExcelMicrosoft OutlookHIPAA Authorization RequestsDocument LabelingClient Confidentiality
Soft Skills
Professional CommunicationCompassionate Client InteractionOrganizationFollow-ThroughAccountability
Tools & Technologies
LitifyLegal Case Management Software
Industry Keywords
Personal Injury LawMedical Treatment UpdatesInsurance DocumentationHigh-Volume Case ManagementClient Tracking Logs
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.
- 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.
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.
- Experience requesting HIPAA authorizations and maintaining medical treatment updates.
- Experience coordinating with multiple medical providers and managing high-volume personal injury case files.