SnappyCX is seeking a detail-oriented and client-focused Personal Injury Case Manager to support our client's legal team by managing client intake, lead screening, case documentation, and coordination between clients and attorneys. This role is critical to ensuring a smooth transition from initial inquiry through active case handling while maintaining accurate records and high-quality client communication.
Key Responsibilities
Client Intake & Initial Screening
Handle incoming calls, emails, and online inquiries from prospective personal injury clients in both English and Spanish.
Conduct initial case screenings based on the firm’s qualification criteria.
Collect detailed and accurate case information during intake conversations.
Clearly explain next steps, intake requirements, and general legal processes to clients.
Respond to client questions with professionalism, empathy, and clarity.
Case Documentation & Data Management
Accurately enter and maintain client and case information in the firm’s case management system.
Ensure intake notes, client communications, and supporting documents are properly recorded.
Update case files as new information becomes available or case status changes.
Lead Management & Follow-Up
Maintain and update the firm’s lead tracking system to reflect the current status of all inquiries.
Proactively follow up with English- and Spanish-speaking leads to obtain missing information or documentation.
Monitor lead progression and ensure timely scheduling of attorney consultations.
Attorney Coordination & Case Transition
Schedule consultations between qualified clients and attorneys.
Coordinate closely with attorneys and legal staff to ensure seamless handoff from intake to case handling.
Communicate attorney instructions, follow-ups, and next steps to clients in their preferred language.
Paralegal & Administrative Support
Assist with basic paralegal tasks related to personal injury cases.
Support attorneys with file organization, document requests, and case-related follow-ups.
Ensure confidentiality, compliance, and accuracy across all case-related activities.
Scope of Work & Deliverables
Intake Support: Efficient bilingual intake and screening of personal injury inquiries.
Case Documentation: Accurate and timely documentation within the case management system.
Lead Management: Organized tracking, follow-up, and status updates for all prospective clients.
Paralegal Responsibilities: Administrative and legal support throughout the case lifecycle.
Qualifications & Skills
Fluency in both Spanish and English (spoken and written) is required.
Previous experience in personal injury intake, legal case management, or paralegal support preferred.
Strong communication and interpersonal skills across diverse client populations.
High attention to detail and strong organizational skills.
Experience using legal case management or CRM systems.
Ability to handle sensitive information with discretion and professionalism.
Strong follow-up skills and ability to manage multiple cases simultaneously.