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. This role serves as the main operational point of contact for clients after their intake, ensuring consistent support throughout the case lifecycle.

Responsibilities

• Client Communication & Treatment Follow-Up

  • Conduct regular check-ins with clients regarding medical treatment progress
  • Answer general case status questions
  • Maintain client engagement to help prevent gaps in care

• Records & Bills Collection

  • Request, track, and retrieve medical records and billing statements from providers via portals (e.g., ChartSwap) and direct phone calls
  • Log and organize 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 grasp of the PI case lifecycle: intake, treatment, records/bills collection, demand, negotiation, and settlement

• Records & Insurance Proficiency

  • Direct experience requesting/tracking medical records
  • Experience 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
  • Case notes and summaries 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)
  • Experience with e-signature tools

Compensation & Benefits

• Compensation details were not provided.

Location

• U.S.-based litigation firm
• Remote setup requirements: quiet remote setup with a noise-canceling headset, high-speed internet, and power/internet backup systems.