Virtual Case Manager
A case manager is responsible for managing all aspects of a case from start to finish. This includes communicating with clients, scheduling appointments, conducting research, gathering and preparing documents, billing, as well as other tasks based on the structure of your firm. The case manager must be highly organized and detail-oriented, with excellent communication and customer service skills. It is also important for them to be comfortable with the firms Case Management Systems like Clio, MyCase, FileVine, etc.
Scale Up Staffing is a leader in legal case manager staffing.
Case Manager Responsibilities
Collecting documents such as: police records, medical bills, repair orders, bank documents, paystubs, emails, letters, income and tax statements, insurance information and ID information like passports, immigration documents, driver license, etc.
Ensuring clients go to their appointments
Identify medical and service providers
Communicating with clients on a monthly basis and keeping them up to date on their case
Evaluate legitimacy of potential cases
Update and maintain CRM
Collect client reviews
Negotiate outstanding bills and liens with medical providers
Obtaining insurance coverage information timely