Job Order #952 – Case Manager

December 18, 2022

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Job Description

Reports To:
Attorneys and Office Manager

Responsible for researching legal issues, preparing documentation in a precise manner and performing administrative duties for the Attorneys by performing the following duties.

Duties and Responsibilities include the following. Other duties may be assigned:

  • Communicates with clients every two weeks to ensure outstanding customer service.
  • Request police reports to support the client’s case, and prepare the appropriate ocumentation to place defendant/clients insurance companies on notice.
  • Verify property damage and request photos of client’s injuries.
  • Communicates legal details to clients in a clear and precise manner in Attorney’s absence without providing legal consultation or advice.
  • Responds to clients in a professional manner at all times to best represent the firm and expand business.
  • Request medical records and billing statements.
  • Place Medicaid/Medicare and health insurance companies on notice.
  • Review mail, file and log as requested onto the server.
  • Preparation of all special summaries for demands.
  • Handle recorded statements by phone and in-person.
  • Prepare affidavits and perform as a Notary.
  • Assist attorney with checking balances, reductions and breakdowns for settlement.
  • Check Statute of Limitations Monthly.
  • Performs other related duties as assigned.
  • HANDLES ALL TELEPHONE CALLS (Case Managers are not to refuse a phone call unless they are with a client or instructed by an attorney not to take a call for a specified period of time.
    The receptionist should be informed of the allotted time).


  • Telephone Etiquette
  • Oral Communication Skills
  • Written Communication Skills
  • Legal Terminology
  • Interpersonal Skills
  • Organization
  • Planning
  • Proofreading and Grammatical Skills
  • Time Management
  • Computer Literacy


High School Diploma or Equivalent/Two years of legal experience is a must.