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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in case file management, including medical records retrieval and pre-litigation demand preparation, while maintaining accurate client and provider information. Proficient in professional communication and organization to support case managers and ensure timely follow-up on outstanding documentation.
Highest-signal resume keywords
Medical Records RetrievalPre-Litigation Demand PreparationLitify Case ManagementProfessional 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 ManagementCase File OrganizationMicrosoft WordMicrosoft ExcelMicrosoft Outlook
Soft Skills
Professional CommunicationIndependent Follow-ThroughOrganization
Tools & Technologies
LitifyLegal Case Management Software
Industry Keywords
Personal Injury LawHIPAA AuthorizationClient ConfidentialityMedical Treatment Updates
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 consistently with hospitals, medical providers, imaging centers, employers, and government agencies
- Upload and accurately label case documents in Litify
- Support assigned Case Managers with timely updates, administrative support, and communication about outstanding items
- Keep client, treatment, provider, and insurance information accurate and current throughout the pre-litigation process
- Identify documentation gaps and follow through until required records and bills are complete for demand preparation
- 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
- Understanding of treatment tracking, records collection, and pre-litigation demand preparation
- Strong written and spoken English
- Professional communication with clients, medical providers, and insurance representatives
- Excellent organization and attention to detail
- Consistent independent follow-through on multiple cases, requests, and deadlines
- Proficiency in Microsoft Word, Excel, and Outlook
- Experience with Litify or a comparable legal case management platform
- Full-time availability from 8:30 a.m. to 5:00 p.m. PST
- Reliable internet, suitable computer equipment, and a dedicated remote workspace
- Ability to protect client confidentiality, take accountability for assigned work, and meet productivity standards
- Nice to have: Direct experience using Litify to organize documents, update case information, and track outstanding requests
- Nice to have: Experience requesting HIPAA authorizations and maintaining medical treatment updates
- Nice to have: Experience coordinating with multiple medical providers and managing high-volume personal injury case files
Benefits
Comp & perks- Remote work
- Full-time contractor schedule
- Reliable internet, suitable computer equipment, and a dedicated remote workspace are required for the role