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 practice. In this role, you will serve as the main operational point of contact for clients after intake, ensuring consistent support across the case lifecycle.

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 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
  • Support 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 grasp of the PI case lifecycle, including intake, treatment, records/bills collection, demand, negotiation, and settlement
• Records & insurance proficiency: Direct 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; 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

Work Setup Requirements

• Quiet remote setup
• Noise-canceling headset
• High-speed internet
• Power/internet backup systems