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Staffing For Doctors

Bilingual Case Manager – Legal Support

Staffing For Doctors

. Conduct regular client check-ins regarding medical treatment progress .

Posted 10/14/2026full-timeRemote • Brazil, El Salvador, Colombia, Nicaragua, Bolivia, Honduras, GuatemalaJuniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing personal injury case lifecycles, including intake, treatment, and settlement processes, while effectively communicating with clients and insurance adjusters. Proficient in legal case management platforms and maintaining accurate documentation.

Highest-signal resume keywords
Personal Injury Case ManagementBilingual Fluency in English and SpanishLegal Case Management PlatformsMedical Records TrackingInsurance Claims Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Case ManagementMedical Records RetrievalDocumentation LoggingClaim SetupPIP/MedPay KnowledgeLegal ResearchClient EngagementInitial Screening ScriptsDeadline ManagementE-Signature Management
Soft Skills
EmpathyClear CommunicationOrganizational SkillsAttention to DetailWarm Phone Presence
Tools & Technologies
FilevineCASEpeerClioLitifySmartAdvocateCRM SoftwareChartSwapE-Signature Tools
Industry Keywords
Plaintiff-Side Personal InjuryLitigationCase NotesTreatment TimelinesLegal Documentation

About the role

Key responsibilities & impact
  • Conduct regular client check-ins regarding medical treatment progress
  • Answer general case status questions and keep clients engaged to prevent gaps in care
  • Request, track, and retrieve medical records and billing statements from providers via portals such as ChartSwap and direct phone calls
  • Log documentation accurately in the CRM
  • Correspond with insurance adjusters regarding claim setup, PIP/MedPay, liability, and property damage
  • Maintain case notes, deadlines, and treatment timelines
  • Flag files ready for demand to the attorney
  • Assist with inbound inquiries, web leads, and texts
  • Gather case facts and run initial screening scripts
  • Manage e-signatures for retainer agreements

Requirements

What you’ll need
  • 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 written English skills; summaries and case notes must be clean enough for the attorney to act on without follow-up clarification
  • Hands-on experience with legal case management platforms (Filevine, CASEpeer, Clio, Litify, SmartAdvocate, or similar) and e-signature tools
  • Quiet remote setup with a noise-canceling headset, high-speed internet, and power/internet backup systems
  • Availability for 9am–5pm PST schedule