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Bilingual Employment Law & PI Paralegal / Case Manager

πŸ•’ 28 days ago
Legal IntakeCase QualificationPlaintiff-side LitigationEmployment Law
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πŸ“œ Description

  • Screen inbound calls, web leads, and texts; conduct detailed client intake and assess initial case qualifications.
  • Send and track retainer agreements and intake forms, and flag strong leads to attorneys.
  • Schedule consultations, manage attorney calendars, and provide empathetic client updates.
  • Maintain case notes, deadlines, and logs, and organize documents into case chronologies.
  • Draft demand letters, agency filings, and legal correspondence using firm templates.

πŸ› οΈ Requirements

  • Answer inbound phone calls, web leads, and texts from potential clients using the firm’s screening scripts.
  • Conduct detailed intake interviews, gathering critical case facts (employer information, dates of employment, termination details, pay disputes, protected classes, or injury details).
  • Perform initial case qualification checks (statute of limitations, employer size, at-will vs. contract status) and flag strong leads to the attorney on the same day.
  • Send, track, and follow up on retainer agreements and intake forms via e-signature tools.
  • Experience: Minimum 1+ year of experience in a US law firm as a Case Manager or Paralegal (plaintiff-side litigation, employment law, or personal injury preferred).
  • Communication Skills: Excellent spoken and written English with clear, professional drafting abilities for legal notes, attorney summaries, and client/adjuster correspondence.
  • Phone Demeanor: Calm, steady, and empathetic phone manner suited for distressed clients.
  • Core PI Lifecycle Knowledge: Solid grasp of the full case lifecycle (intake, medical treatment tracking, records/bills retrieval, demand preparation, negotiations, and settlement).
  • Insurance & Provider Handling: Direct experience coordinating with medical providers and communicating with insurance adjusters.
  • Software Proficiency: Hands-on experience with legal case management systems (Filevine, CASEpeer, Clio, Litify, SmartAdvocate, or equivalent).

✨ Benefits

  • Request and track medical records and bills; coordinate claim updates with insurance adjusters.
Full job description

We are seeking a detail-oriented, empathetic, and highly organized Paralegal / Case Manager to support a US-based law firm handling plaintiff-side litigation (employment law and personal injury). This is a hands-on operational role combining legal intake, client communication, case management, and drafting support.

The ideal candidate possesses strong written and verbal English communication skills, a calm demeanor when handling sensitive intake calls, and hands-on experience managing cases within legal CRM platforms.

Key Responsibilities

1. Legal Intake & Case Qualification

  • Answer inbound phone calls, web leads, and texts from potential clients using the firm’s screening scripts.
  • Conduct detailed intake interviews, gathering critical case facts (employer information, dates of employment, termination details, pay disputes, protected classes, or injury details).
  • Perform initial case qualification checks (statute of limitations, employer size, at-will vs. contract status) and flag strong leads to the attorney on the same day.
  • Send, track, and follow up on retainer agreements and intake forms via e-signature tools.

2. Client Management & Communication

  • Provide a warm, steady, and empathetic phone presence for clients navigating job loss or personal injury.
  • Schedule client consultations and manage attorney calendar availability.
  • Conduct regular client check-ins on treatment progress, address status inquiries, and ensure no gaps in medical care occur.

3. Medical Records, Bills & Insurance Coordination

  • Request and systematically track medical records and bills from healthcare providers.
  • Correspond directly with insurance adjusters regarding claim setup, PIP/MedPay, liability, and property damage updates.
  • Maintain accurate, up-to-date case notes, deadlines, and logs in the case management system.
  • Flag fully documented files that are ready for demand drafting to the attorney.

4. Paralegal & Case Drafting Support

  • Organize client documentation and construct structured case chronologies.
  • Draft demand letters, administrative agency filings (EEOC, CRD, DLSE), and legal correspondence using firm templates.
  • Follow up with clients proactively to gather outstanding records and evidence.

Schedule: 9am - 5pm PST

Requirements

  • Experience: Minimum 1+ year of experience in a US law firm as a Case Manager or Paralegal (plaintiff-side litigation, employment law, or personal injury preferred).
  • Communication Skills: Excellent spoken and written English with clear, professional drafting abilities for legal notes, attorney summaries, and client/adjuster correspondence.
  • Phone Demeanor: Calm, steady, and empathetic phone manner suited for distressed clients.
  • Core PI Lifecycle Knowledge: Solid grasp of the full case lifecycle (intake, medical treatment tracking, records/bills retrieval, demand preparation, negotiations, and settlement).
  • Insurance & Provider Handling: Direct experience coordinating with medical providers and communicating with insurance adjusters.
  • Software Proficiency: Hands-on experience with legal case management systems (Filevine, CASEpeer, Clio, Litify, SmartAdvocate, or equivalent).
  • Organization: Highly organized with proven ability to manage heavy caseloads, prioritize deadlines, and drive proactive follow-ups.

Client Systems & Tools

  • Case Management Systems: Filevine, CASEpeer, Clio, Litify, SmartAdvocate, or similar legal CRMs.
  • Communication & E-Signature: E-signature platforms (DocuSign/HelloSign), VoIP phone systems, and web lead management tools.
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