This role blends legal process management with client care and coordination across medical, legal, and insurance systems to keep PI cases moving toward resolution efficiently and effectively. Strong organizational skills are a must.
Core Responsibilities:
Client Communication & Support-
Serve as the main liaison for clients, providing updates, answering questions, and guiding them through the case process.
Case Intake & File Management-
Open new cases, gather police reports, medical records, bills, and liens; organize both electronic and physical files in compliance with firm policies.
Medical Treatment Coordination-
Monitor treatment progress, schedule appointments, obtain referrals, and review medical reports and recommendations with attorney approval.
Documentation & Research
Compile and review medical records, property damage estimates, and insurance coverage documents; research third‑party liability and policy limits.
Collaboration with Legal Team-
Prepare cases for demand writers, coordinate with attorneys and paralegals, and ensure all required documents are ready for settlement negotiations.
Insurance & Claims Process-
Communicate with insurance adjusters, open claims, and track correspondence; assist in negotiating settlements and processing disbursements.
Required Skills & Qualifications-
Experience: 2+ years in PI case management or related legal support roles.
Technical Skills-
Proficiency in case management software and other software.
Interpersonal Skills-
Strong organizational and verbal/written communication, empathy, organizational skills, and ability to multi‑task in a fast‑paced environment.
Other-
Familiarity with PI treatment protocols, problem‑solving ability, and in some firms, bilingual Spanish/English proficiency.
Work Environment-
PI case managers often work in fast‑paced, client‑facing roles that require balancing legal process needs with compassionate client service. The position is typically part of a PI firm’s pre‑litigation team, reporting to senior case managers or attorneys.
Principals only. Recruiters, please don't contact this job poster.