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. In this role, you will serve as the primary operational point of contact for clients after intake, ensuring consistent support throughout their case lifecycle.

Responsibilities

• Client communication & treatment follow-up
  • Conduct regular check-ins with clients regarding their medical treatment progress
  • Answer general case status questions
  • Maintain engagement to help prevent gaps in care
• Records & billing collection
  • Request, track, and retrieve medical records and billing statements from providers via portals (e.g., ChartSwap) 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
  • Keep case notes, deadlines, and treatment timelines updated
  • 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: Strong understanding 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; warm, empathetic, and steady phone presence
• Written English skills: Clear, structured, and complete writing; summaries and case notes must be ready for attorney review 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 (remote): Quiet remote setup with a noise-canceling headset, high-speed internet, and power/internet backup systems