Position Summary
Do you have a heart for helping people and a passion for keeping things organized? Do you thrive in fast-paced environments where attention to detail and communication are key? We are looking for a compassionate, proactive Case Manager (Pre-Litigation & Office Support) to join our growing team. This client-facing and administrative role is essential to helping our injured clients navigate their cases while keeping office operations running smoothly.
As a Case Manager, you'll be the primary point of contact for clients in the pre-litigation phase - guiding them through onboarding, treatment scheduling, and regular updates. You'll also assist with general office administration, including mail handling, office supplies, attorney and operations support, and marketing coordination. This position is perfect for someone who is highly organized, detail-oriented, and takes initiative in both client service and administrative support.
Essential Duties and Responsibilities
CLIENT ONBOARDING & SUPPORT
- Send welcome packets and conduct initial welcome calls
- Confirm signed retainers and documentation
- Ensure smooth transition from Intake to Case Management
TREATMENT COORDINATION
Schedule initial and follow-up treatment appointments (chiropractic, imaging, specialists)Communicate with providers and confirm appointmentsAssist clients with transportation or scheduling needsCLIENT COMMUNICATION
Serve as the main point of contact during treatmentProvide monthly updates and respond to client inquiries via Hona (within 1 business day)Notify legal team of client issues or case developmentsTREATMENT TRACKING
Maintain accurate provider timelines and treatment logs in SmartAdvocateDocument any gaps, progress, or completion of treatmentTEAM COLLABORATION
Communicate case status with Pre-Lit Paralegal and AttorneysAssist Medical Records team with follow-ups on missing authorizationsDocument all communications and updates in SmartAdvocateOFFICE ADMINISTRATION & SUPPORT
Collect and distribute office mail dailyMaintain office supplies inventory and place orders as neededAssist the Receptionist with daily front-desk tasks (answering calls, scanning, mailing letters, and client walk-ins as needed)Assist attorneys, marketing, and operations teams with administrative tasks (mailing letters, scanning, filing, event coordination, etc.)Support special projects or initiatives as assignedTools We Use SmartAdvocateOutlook & Zoom PhoneMicrosoft OfficeDropboxHonaKnowledge, Skills and Abilities
Excellent communication and follow-throughStrong organization and attention to detailComfort working with case management software (SmartAdvocate a plus)Bilingual (Spanish / English) strongly preferredEducation & Experience
2+ years of experience in personal injury, case management, or office administration