Bilingual Case Manager & Legal Support VA - 49192166194

Overview

The organization is seeking a proactive, empathetic, and detail-oriented Bilingual Case Manager & Legal Support Virtual Assistant to support a U.S.-based litigation firm. This role serves as a primary operational point of contact for clients after intake, ensuring consistent support throughout each case.

Responsibilities

• Client Communication & Treatment Follow-Up: Conduct regular check-ins on clients’ medical treatment progress, answer general case status questions, and maintain engagement to prevent gaps in care.
• Records & Bills Collection: Request, track, and retrieve medical records and billing statements from providers via portals and direct phone calls; log all documentation accurately in the CRM.
• Insurance & Case File Management: Correspond with insurance adjusters regarding claim setup, PIP/MedPay, liability, and property damage. Maintain case notes, deadlines, and treatment timelines; flag files that are ready for demand to the attorney.
• Intake & Client Onboarding Support: Assist with inbound inquiries, web leads, and texts as needed; gather case facts, run initial screening scripts, and manage e-signatures for retainer agreements.

Requirements

• Experience: 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).
• PI Lifecycle Knowledge: Solid understanding of the PI case lifecycle, including intake, treatment, records/bills collection, demand, negotiation, and settlement.
• Records & Insurance Proficiency: Experience requesting/tracking medical records and communicating with insurance adjusters regarding claims, MedPay/PIP, and liability.
• Language & Communication: Exceptional bilingual fluency in English and Spanish with a warm, empathetic, and steady phone presence.
• Written English Skills: Clear, structured, and complete writing skills; case notes and summaries must be easy for the attorney to act on without follow-up clarification.
• Software Experience: Hands-on experience with legal case management platforms (Filevine, CASEpeer, Clio, Litify, SmartAdvocate, or similar) and e-signature tools.

Compensation & Benefits

• Compensation and benefits information was not provided.

Location

• This is a remote role.

Work Setup Requirements

• Quiet remote setup with a noise-canceling headset
• High-speed internet
• Power/internet backup systems