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 standardsVerify that all required documentation is present and properly executed: retainer agreements, medical authorizations, accident reports, medical records, demand letters, settlement agreements, and closing statementsReview case timelines to ensure deadlines, statutes of limitations, and court-ordered dates were properly tracked and metIdentify missing documents, procedural gaps, or compliance issues and report findings to supervising attorneysAudit case notes and case management system entries for accuracy, completeness, and consistencyPrepare detailed audit reports with findings, risk assessments, and recommended corrective actionsTrack 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 payoffsReview and reconcile settlement statements and disbursement sheets to ensure all figures are accurate, complete, and properly authorizedVerify that medical lien reductions and payoffs are correctly calculated and documented prior to disbursementAudit invoices from medical providers, expert witnesses, investigators, and third-party vendors for accuracy and proper approvalIdentify billing discrepancies, duplicate charges, unauthorized expenses, or miscalculations and elevate findings immediatelyEnsure compliance with state bar trust accounting rules and IOLTA requirements where applicableCoordinate 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 recordsDevelop and maintain audit checklists, templates, and standard operating procedures for both case and financial auditsCollaborate with team leads, case managers, and attorneys to implement process improvements based on audit findingsAssist in training staff on documentation standards, billing accuracy, and compliance requirementsMaintain 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 processesExperience reviewing and reconciling legal settlement statements, disbursement sheets, and medical billingFamiliarity 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 recordsProficiency 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 educationFamiliarity with legal billing software or accounting platforms
Key Competencies
Analytical Precision — Spots errors, inconsistencies, and patterns that others missLegal & Financial Acumen — Bridges the gap between legal case handling and financial accountabilityIntegrity — Operates with complete objectivity, impartiality, and discretionProcess Orientation — Thinks systematically and improves workflows based on what the data showsCommunication — Delivers clear, professional, and actionable audit findings to firm leadershipAccountability — Takes full ownership of the audit function and follows every finding to resolution
What We Offer
Fully remote, full-time position with a consistent scheduleCompetitive compensation based on experienceA critical, high-visibility role within the firm's operationsPTO
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📌 Personal Injury Case Auditor (Remote) (México)
🏢 In The Network
📍 México