PI California Case Manager

The Case Manager is responsible for managing personal injury cases from intake through the pre-settlement phase. This role works closely with attorneys, clients, medical providers, and insurance companies to ensure cases progress efficiently, deadlines are met, and clients receive excellent service. The ideal candidate is organized, detail-oriented, and able to manage multiple cases independently in a fully remote environment.

Key Responsibilities

Manage assigned personal injury cases from intake through the pre-settlement phase.

Communicate regularly with clients to provide updates, address concerns, and monitor medical treatment.

Coordinate with medical providers, insurance carriers, and other parties to support case progression.

Open insurance claims, verify coverage and policy limits, and maintain accurate claim information.

Request and track police reports, medical records, billing statements, and other supporting documents.

Monitor client treatment, medical appointments, gaps in treatment, surgeries, and discharge dates.

Collect and review medical bills, insurance lien balances, and lost-wage documentation.

Maintain accurate case notes, deadlines, and status updates in Filevine and organize documents in Dropbox.

Follow up with medical providers and insurance companies to obtain outstanding records and information.

Review medical records and bills to identify missing documents or discrepancies.

Prepare medical expense summaries and organize records for attorney review.

Assemble settlement demand packages and transfer cases to attorneys when ready for the demand phase.

Update case statuses and complete required file transfers when cases move to demand or settlement.

Identify potential case issues and promptly escalate concerns to the supervising attorney.

Maintain the confidentiality of client information, medical records, and privileged communications.

Provide translation or interpretation assistance when qualified and requested.

Perform other related case management duties as assigned.

Qualifications

High school diploma or equivalent required; an associate or bachelor's degree is preferred.

At least 2 years of relevant personal injury experience as a Case Manager, Legal Assistant, or in a similar role.

Experience with Filevine or similar legal case management software preferred.

Proficiency in Microsoft Office, Dropbox, and other digital work tools.

Excellent written and verbal communication skills.

Strong organizational skills and attention to detail.

Ability to manage a high-volume caseload, competing priorities, and deadlines.

Strong problem-solving skills and sound judgment.

Ability to work independently while collaborating effectively with attorneys and team members.

Ability to handle confidential and sensitive information responsibly.

Bilingual proficiency in English and Spanish is preferred.

Work Environment

This is a fully remote position. The Case Manager will work remotely and collaborate with attorneys, Legal Assistants, medical providers, and other team members through phone, email, video meetings, and digital case management systems.

Candidates must have a reliable internet connection, a suitable remote workspace, and the ability to communicate effectively, manage their caseload independently, and meet deadlines during designated working hours.

Skills

At least 2 years of relevant personal injury experience as a Case Manager, Legal Assistant, or in a similar role, high school diploma or equivalent, excellent written and verbal communication skills, strong organizational skills and attention to detail, ability to manage a high-volume caseload and competing priorities, and ability to work independently while collaborating effectively with attorneys and team members.

Associate or bachelor's degree, experience with Filevine or similar legal case management software, and bilingual proficiency in English and Spanish.