Legal Case Manager

Overview

This role involves supporting a professional services team as a Legal Case Manager. The position is designed for someone who is highly organized and client-focused, able to manage multiple priorities in a fast-paced environment while maintaining accuracy and professionalism.

Responsibilities

• Answer incoming phone calls professionally and ensure clients feel welcomed and valued.
• Route calls and messages to the appropriate team members according to established procedures.
• Conduct client intake and collect essential client information.
• Manage calendars and schedule appointments for clients and prospective clients.
• Follow up with clients to confirm appointments and provide updates on pending matters.
• Collect and verify completed questionnaires, intake forms, and other required documentation.
• Contact clients to obtain additional information needed to move matters forward.
• Enter and maintain accurate client information in the firm’s software and databases.
• Update client records with communications and case progress, ensuring compliance with internal standards.
• Prepare software-generated legal documents and organize digital files according to established procedures.
• Review documents for formatting, pagination, headers, footers, and final quality before distribution.
• Provide clients with secure access to their online client portal.
• Participate in weekly team meetings and prepare status reports.
• Assist with organizing and prioritizing daily and weekly workloads.
• Coordinate client signing ceremonies, including scheduling notaries and witnesses for both in-person and virtual appointments.
• Prepare standard client correspondence, including engagement letters, requests for information, non-engagement letters, and closing letters.
• Perform additional administrative and client service duties as assigned.

Requirements

• Minimum of 3 years of experience in administrative positions for Legal Environments in U.S
• Excellent verbal and written communication skills.
• Friendly, professional, energetic, and client-focused demeanor.
• Strong organizational and time management skills, with the ability to handle multiple deadlines.
• High attention to detail and commitment to accuracy.
• Ability to work independently while collaborating effectively with a team.
• Strong computer skills and ability to quickly learn new software platforms.
• Excellent problem-solving skills with a proactive, solution-oriented mindset.
• Professionalism, integrity, and a commitment to delivering exceptional client service.
• Schedule availability: Monday through Friday | 8:00 AM – 5:00 PM EST (consistent availability expected during scheduled hours determined by the client).
• Training may be required to understand the role, tools, and client processes.

Preferred Qualifications

• Customer service, hospitality, or marketing experience is considered an asset.

Compensation & Benefits

• Competitive pay in US Dollars.
• Paid every two weeks.
• Birthday and work anniversary celebrations.
• Alliances with many brands grant extra benefits to freelancers.

Location

• Remote opportunity with set schedules defined by the client.
• Work hours: Monday through Friday | 8:00 AM – 5:00 PM EST.