Personal Injury Case Auditor (Remote)

Overview

This role is a dual-function position focused on auditing both personal injury case files and the financial transactions tied to those cases. The work supports quality control, compliance, and financial accountability by identifying errors, inconsistencies, and inefficiencies—and recommending corrective action.

Responsibilities

Case File Auditing

• Conduct thorough audits of active and closed personal injury case files to ensure completeness, accuracy, and compliance with firm standards
• Verify required documentation is present and properly executed, including:
  • Retainer agreements
  • Medical authorizations
  • Accident reports
  • Medical records
  • Demand letters
  • Settlement agreements
  • Closing statements
• Review case timelines to ensure deadlines, statutes of limitations, and court-ordered dates were properly tracked and met
• Identify missing documents, procedural gaps, or compliance issues; report findings to supervising attorneys
• Audit case notes and case management system entries for accuracy, completeness, and consistency
• Prepare detailed audit reports including findings, risk assessments, and recommended corrective actions
• Track resolution of audit findings and follow up to confirm corrective measures were implemented

Financial Auditing

• Audit all financial transactions related to personal injury cases, including cost advances, medical bill payments, settlement disbursements, attorney fees, and lien payoffs
• Review and reconcile settlement statements and disbursement sheets to ensure all figures are accurate, complete, and properly authorized
• Verify that medical lien reductions and payoffs are correctly calculated and documented prior to disbursement
• Audit invoices from medical providers, expert witnesses, investigators, and third-party vendors for accuracy and proper approval
• Identify billing discrepancies, duplicate charges, unauthorized expenses, or miscalculations; escalate findings immediately
• Ensure compliance with state bar trust accounting rules and IOLTA requirements where applicable
• Coordinate with accounting and bookkeeping staff to resolve discrepancies and implement financial controls

Quality Control & Process Improvement

• Identify recurring patterns of error, inefficiency, or non-compliance across case files and financial records
• Develop and maintain audit checklists, templates, and standard operating procedures for both case and financial audits
• Collaborate with team leads, case managers, and attorneys to implement process improvements based on audit findings
• Assist in training staff on documentation standards, billing accuracy, and compliance requirements
• Maintain a detailed audit log and reporting dashboard to track firm-wide audit performance over time

Requirements

• Minimum 1–3 years of experience in a legal auditing, legal operations, paralegal, or case management role within a personal injury law firm (required)
• Strong understanding of personal injury case lifecycle, documentation requirements, and settlement processes
• Experience reviewing and reconciling legal settlement statements, disbursement sheets, and medical billing
• Familiarity with medical lien types (ERISA, Medicare, Medicaid, letters of protection, health insurance subrogation)
• Exceptional attention to detail and ability to identify discrepancies across large volumes of documents and financial records
• Proficiency with case management software and Microsoft Office / Google Suite (Excel/Sheets proficiency required)
• High level of discretion and integrity in handling confidential case and financial information

Preferred Qualifications

• Bilingual English/Spanish (strong plus)
• Paralegal certificate, accounting background, or related legal/financial education
• Familiarity with legal billing software or accounting platforms

Key Competencies

• Analytical Precision — Spots errors, inconsistencies, and patterns that others miss
• Legal & Financial Acumen — Bridges the gap between legal case handling and financial accountability
• Integrity — Operates with complete objectivity, impartiality, and discretion
• Process Orientation — Thinks systematically and improves workflows based on what the data shows
• Communication — Delivers clear, professional, and actionable audit findings to firm leadership
• Accountability — Takes full ownership of the audit function and follows every finding to resolution

Compensation & Benefits

• Fully remote, full-time position with a consistent schedule
• Competitive compensation based on experience
• PTO
• Salary: 7 - 9 USD Per hour

Location

• Fully remote