Attorney

• 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

Explore Bilingual Case Manager – Legal Support at Staffing For Doctors. Review requirements and application details.