Case Manager - Personal Injury

Position Summary

The Case Management Specialist serves as a key support resource for client intake, case management, and administrative operations. This role is responsible for handling new lead inquiries, conducting intake interviews, onboarding clients, coordinating medical records and treatment appointments, supporting settlement demand preparation, and maintaining organized case documentation. The ideal candidate is professional, empathetic, highly organized, and capable of managing multiple responsibilities in a remote legal environment while providing exceptional service to prospective and existing clients.

Responsibilities:

• Receive and respond to new lead inquiries promptly.
• Conduct intake interviews for personal injury and employment matters.
• Gather and document case information, client details, and supporting documentation.
• Qualify prospective clients according to established criteria.
• Schedule consultations and coordinate next steps with potential clients.
• Follow up with leads and maintain consistent communication throughout the intake process.
• Manage client onboarding and collect required forms, records, and supporting documents.
• Request, organize, and maintain medical records and case-related documentation.
• Coordinate medical treatment appointments and follow up with clients regarding treatment progress.
• Assist with settlement demand preparation using approved tools and processes.
• Maintain accurate case notes, records, and task updates within case management systems.
• Track deadlines, follow-up activities, and case-related administrative tasks.
• Support communication between attorneys, staff members, clients, and third parties.
• Monitor assigned tasks and maintain organized workflows.
• Prepare basic legal and administrative documents as needed.
• Support administrative and back-office functions during lower intake periods.
• Maintain confidentiality and secure handling of sensitive client information.

Requirements:

• 1-3 years of experience in legal intake and case management.
• Excellent spoken and written English communication skills.
• Strong ability to conduct professional phone conversations.
• Experience handling client communication, scheduling, and follow-up activities.
• Excellent attention to detail and documentation accuracy.
• Ability to manage multiple priorities in a remote work environment.
• Experience with data entry and records management.
• Ability to learn and utilize case management, communication, and task management platforms.
• Strong written communication skills for client correspondence and case notes.
• Ability to follow procedures, scripts, and established workflows.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
• Comfortable working independently while remaining collaborative and responsive.

Equal Opportunity Employer

We are committed to fostering an inclusive and diverse workplace. All employment decisions are based on qualifications, operational needs, and business merit.