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 this role, you will serve as the primary 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 on their medical treatment progress, answer general case status questions, and 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: Communicate with insurance adjusters regarding claim setup, PIP/MedPay, liability, and property damage. Maintain up-to-date case notes, deadlines, and treatment timelines, and 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 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 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