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 elevate 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

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📌 Personal injury case auditor (remote) (México)
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📍 México