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

📌 Personal Injury Case Auditor (Remote) (México)
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📍 México