The Case Management Specialist serves as a key support resource for client intake, case management, and administrative operations. This role is responsible for handling new lead inquiries, conducting intake interviews, onboarding clients, coordinating medical records and treatment appointments, supporting settlement demand preparation, and maintaining organized case documentation. The adecuado candidate is professional, empathetic, highly organized, and capable of managing multiple responsibilities in a remote legal environment while providing exceptional service to prospective and existing clients.

Responsibilities

- Receive and respond to new lead inquiries promptly.
- Conduct intake interviews for personal injury and employment matters.
- Gather and document case information, client details, and supporting documentation.
- Qualify prospective clients according to established criteria.
- Schedule consultations and coordinate next steps with potential clients.
- Follow up with leads and maintain consistent communication throughout the intake process.
- Manage client onboarding and collect required forms, records, and supporting documents.
- Request, organize, and maintain medical records and case-related documentation.
- Coordinate medical treatment appointments and follow up with clients regarding treatment progress.
- Assist with settlement demand preparation using approved tools and processes.
- Maintain accurate case notes, records, and task updates within case management systems.
- Track deadlines, follow-up activities, and case-related administrative tasks.
- Support communication between attorneys, staff members, clients, and third parties.




- Monitor assigned tasks and maintain organized workflows.
- Prepare basic legal and administrative documents as needed.
- Support administrative and back-office functions during lower intake periods.
- Maintain confidentiality and secure handling of sensitive client information.

Requirements

- 1–3 years of experience in legal intake, case management, administrative support, customer service, or virtual assistant roles.
- Excellent spoken and written English communication skills.
- Strong ability to conduct professional phone conversations.
- Experience handling client communication, scheduling, and follow-up activities.
- Strong organizational and time management skills.
- Excellent attention to detail and documentation accuracy.
- Ability to manage multiple priorities in a remote work environment.
- Experience with data entry and records management.
- Proficiency with Microsoft Office applications.
- Ability to learn and utilize case management, communication, and task management platforms.
- Strong written communication skills for client correspondence and case notes.
- Ability to follow procedures, scripts, and established workflows.
- Professionalism, reliability, and strong follow-through.




- Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
- Comfortable working independently while remaining collaborative and responsive.

Nice to Have

- Previous law firm intake experience.
- Experience supporting personal injury or employment law matters.
- Experience with client onboarding processes.
- Experience requesting and managing medical records.
- Experience preparing or supporting settlement demand packages.
- Experience with legal CRM or case management systems.
- Experience supporting U.S.-based clients.
- Knowledge of pre-litigation workflows.
- Experience using ClickUp, Grasshopper, or similar platforms.

What Success Looks Like

- New leads receive timely responses and professional communication.
- Intake interviews are completed accurately and efficiently.
- Client onboarding processes are completed with minimal delays.
- Medical records and supporting documentation are obtained and organized effectively.
- Settlement demand preparation workflows are supported accurately and on time.
- Case notes, records, and task updates remain accurate and current.
- Deadlines, follow-ups, and appointments are consistently tracked and completed.
- Clients receive empathetic, professional, and responsive service.
- Administrative workflows remain organized and efficient.
- Documentation quality and data accuracy remain consistently high.
- Productivity is maintained during both high-volume and lower-volume periods.
- The role contributes to improved client experience, operational efficiency, and case progression throughout the firm.

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📌 Case & Intake Management Specialist (Monterrey)
🏢 Amalga Group
📍 Monterrey