Case Manager

**Objective** To guide clients through their personal injury case with consistent communication, accurate documentation, and efficient coordination of medical treatment, records, bills, and property damage (PD) matters. This role is responsible for maintaining complete and accurate case information in Filevine, the firm’s CRM, and for ensuring that each file is organized, current, and demand-ready. **Responsibilities** *Client Communication & Case Oversight* * Conduct regular check-in calls with clients to provide case updates and address questions or concerns. * Respond to client questions and concerns within 24 hours. * Schedule clients for appointments, including RS (Recorded Statements), EUO (Examinations Under Oath), and HVC (Hearing Video Conferences). * Attend RS and EUO sessions as needed to take detailed notes and document relevant information. * Conduct and document introductory calls within 24 hours of receiving intake. * Review intake information for accuracy and obtain any missing information. * Maintain timely, professional, and accurate communication records in Filevine. * Ensure all client interactions, updates, and case developments are properly documented in Filevine. *Filevine CRM & Case Management* * Maintain Filevine as the central source of truth for all assigned case information. * Keep case notes, tasks, contacts, documents, medical information, and case fields accurate and up to date. * Enter and update case information promptly following client, provider, insurance, or team communications. * Maintain organized electronic files and ensure documents are properly named, categorized, and uploaded to Filevine. * Monitor case tasks, deadlines, and outstanding items to ensure timely completion. * Identify missing, incomplete, or outdated information and take appropriate action to obtain it. * Ensure files are properly organized and complete prior to drop review and demand submission. *Medical Records & Bills / Demand Preparation* * Request, follow up on, obtain, organize, and review medical records and medical bills from all applicable providers. * Maintain accurate tracking of outstanding records and bills and follow up regularly until received. * Compare medical records and bills to the client's treatment history to identify missing, incomplete, or inconsistent documentation. * Upload and organize records and bills in Filevine according to firm procedures. * Ensure medical records and bills are complete, legible, properly labeled, and readily accessible for demand preparation. * Track treatment progress, appointments, referrals, and outstanding medical documentation. * Identify gaps in treatment, missing records, unpaid bills, or other issues that may affect demand preparation and escalate them for review. * Assist with preparing monthly demand packages by ensuring all required medical records, bills, supporting documentation, and case information are included. * Ensure all applicable case fields and supporting documentation are complete and accurate before submission. *Property Damage (PD) Management* * Manage assigned PD matters from start to finish, including obtaining estimates, photographs, repair information, and updates from clients. * Communicate with clients regarding vehicle repairs, estimates, insurance claims, and PD status. * Coordinate with insurance adjusters, repair facilities, and other involved parties as necessary. * Schedule and coordinate PD-related appointments or inspections. * Maintain accurate, up-to-date PD information and documentation in Filevine and applicable trackers. * Follow up on outstanding PD items and ensure documentation is obtained and properly organized. *Team Collaboration & Support* * Maintain accurate and complete Filevine records for all assigned cases. * Communicate outstanding case issues, missing records, bills, or time-sensitive matters to the appropriate team member. * Assist with training new team members on case management procedures, Filevine, and documentation standards. * Provide coverage and support for team members during absences as assigned. * Work collaboratively with attorneys, paralegals, case managers, providers, clients, and insurance representatives. **Physical Demands** The physical demands of this position include, but are not limited to: * Ability to sit and work at a computer for extended periods of time. * Ability to frequently use a computer, keyboard, mouse, telephone, and other office equipment. * Ability to read and review documents and electronic records for extended periods. * Ability to communicate effectively by telephone, video conference, email, and in person. * Ability to occasionally stand, walk, bend, reach, and move throughout the office. * Ability to occasionally lift, carry, or move office materials and files weighing up to approximately 20 pounds. * Ability to maintain attention to detail and concentration while performing repetitive computer and documentation tasks. * Ability to work in a fast-paced office environment and manage multiple cases, deadlines, and priorities simultaneously. * Reasonable accommodations may be provided to qualified individuals with disabilities in accordance with applicable law. Pay: $20.00 - $25.00 per hour Expected hours: 40.0 per week Benefits: * 401(k) matching * Dental insurance * Health insurance * Life insurance * Parental leave * Vision insurance Work Location: In person