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 join a U.S.-based litigation firm in a remote role. You will serve as the main operational point of contact for clients after intake, ensuring consistent support throughout the case lifecycle so the attorney can move matters toward demand and settlement.

Responsibilities

• Client communication & treatment follow-up:
  • Conduct regular check-ins with clients regarding medical treatment progress
  • Answer general case status questions
  • Keep clients engaged to help 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 and run initial screening scripts
  • 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 grasp 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; warm, empathetic, and steady phone presence
• Written English skills: Clear, structured, and complete writing skills; summaries and case notes must be clean enough for the attorney to act on without needing 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

Not specified in the provided job description.

Location

Remote (U.S.-based litigation firm). Work setup requires a quiet remote setup with a noise-canceling headset, high-speed internet, and power/internet backup systems.