About the Role

We are seeking a meticulous, experienced, and analytically sharp Personal Injury Case & Financial Auditor to join our client's legal operations team. In this dual-function role, you will be responsible for auditing both the integrity of active and closed case files and the accuracy of all financial transactions associated with personal injury cases — including medical billing, settlement disbursements, cost advances, and lien resolutions.

This role is critical to the firm's quality control, compliance, and financial accountability. You will work cross-functionally with attorneys, case managers, paralegals, and accounting staff to identify errors, inconsistencies, and inefficiencies — and recommend corrective action.

Key Responsibilities

Case File Auditing

- Conduct thorough audits of active and closed personal injury case files to ensure completeness, accuracy, and compliance with firm standards
- Verify that all required documentation is present and properly executed: retainer agreements, medical authorizations, accident reports, medical records, demand letters, settlement agreements, and closing statements
- Review case timelines to ensure deadlines, statutes of limitations, and court-ordered dates were properly tracked and met
- Identify missing documents, procedural gaps, or compliance issues and report findings to supervising attorneys
- Audit case notes and case management system entries for accuracy, completeness, and consistency
- Prepare detailed audit reports with findings, risk assessments, and recommended corrective actions
- Track resolution of audit findings and follow up to confirm corrective measures have been implemented

Financial Auditing

- Audit all financial transactions related to personal injury cases: cost advances, medical bill payments, settlement disbursements, attorney fees,



and lien payoffs
- Review and reconcile settlement statements and disbursement sheets to ensure all figures are accurate, complete, and properly authorized
- Verify that medical lien reductions and payoffs are correctly calculated and documented prior to disbursement
- Audit invoices from medical providers, expert witnesses, investigators, and third-party vendors for accuracy and proper approval
- Identify billing discrepancies, duplicate charges, unauthorized expenses, or miscalculations and escalate findings immediately
- Ensure compliance with state bar trust accounting rules and IOLTA requirements where applicable
- Coordinate with accounting and bookkeeping staff to resolve discrepancies and implement financial controls

Quality Control & Process Improvement

- Identify recurring patterns of error, inefficiency, or non-compliance across case files and financial records
- Develop and maintain audit checklists, templates, and standard operating procedures for both case and financial audits
- Collaborate with team leads, case managers, and attorneys to implement process improvements based on audit findings
- Assist in training staff on documentation standards, billing accuracy, and compliance requirements
- Maintain a detailed audit log and reporting dashboard to track firm-wide audit performance over time

Qualifications

Required

- Minimum 1–3 years of experience in a legal auditing, legal operations, paralegal,



or case management role within a personal injury law firm (required)
- Strong understanding of personal injury case lifecycle, documentation requirements, and settlement processes
- Experience reviewing and reconciling legal settlement statements, disbursement sheets, and medical billing
- Familiarity with medical lien types (ERISA, Medicare, Medicaid, letters of protection, health insurance subrogation)
- Exceptional attention to detail and ability to identify discrepancies across large volumes of documents and financial records
- Proficiency with case management software and Microsoft Office / Google Suite (Excel/Sheets proficiency required)
- High level of discretion and integrity in handling confidential case and financial information

Preferred

- Bilingual English/Spanish (strong plus)
- Paralegal certificate, accounting background, or related legal/financial education
- Familiarity with legal billing software or accounting platforms

Key Competencies

- Analytical Precision — Spots errors, inconsistencies, and patterns that others miss
- Legal & Financial Acumen — Bridges the gap between legal case handling and financial accountability
- Integrity — Operates with complete objectivity, impartiality, and discretion
- Process Orientation — Thinks systematically and improves workflows based on what the data shows
- Communication — Delivers clear, professional, and actionable audit findings to firm leadership
- Accountability — Takes full ownership of the audit function and follows every finding to resolution

What We Offer

- Fully remote, full-time position with a consistent schedule
- Competitive compensation based on experience
- A critical, high-visibility role within the firm's operations
- PTO

Salary: 7 - 9 USD Per hour

📌 Personal Injury Case Auditor (Remote) (México)
🏢 Get Linked Up
📍 México