Our law firm is seeking an organized, self-starter to join our team as a legal case manager and work alongside attorneys to achieve clients’ goals. We need someone who is an effective communicator, incredibly organized, and self-motivated. Our ideal applicant will have experience in case management and be skilled at drafting documents and conducting legal research. If you are looking to take your job in the legal industry to the next level without passing the bar exam while having a big impact, please apply today! Responsibilities: • Conduct legal research to obtain documentation regarding health insurance, social security, medical records, and medical providers • Draw up legal documents for attorney review • Maintain and organize all case files, and information with regard to engagement, whether electronic or paper, in accordance with firm policies • Assist attorneys with all aspects of case management, including docketing deadlines, billing, and providing reminders as necessary • Consult with attorneys and provide recommendations with regard to cost and time-effective ways to accomplish the client’s goals • Manage the complete case settlement process, including financial tracking, disbursement planning, and payment processing • Develop and maintain comprehensive financial control systems for settlement payouts • Create and verify settlement distribution ledgers with meticulous attention to accuracy • Coordinate with banking institutions and accounting teams for timely fund distribution and expense reconciliation • Implement and maintain internal controls for settlement fund management • Monitor and report on settlement fund flow and payout metrics • Negotiate reduction of liens and outstanding balances to maximize client recovery • Maintain detailed financial records and ensure compliance with state bar requirements for trust accounts • Prepare monthly financial reports and reconciliations for management review • Develop and optimize procedures for efficient fund distribution and financial tracking • Coordinate with the Client Concierge team on financial aspects of settlements • Maintain and improve financial tracking systems using SharePoint and Filevine • Submit regular KPI reports on settlement distributions and financial metrics • Stay current on trust account management requirements and relevant financial regulations Qualifications: • Computer proficient - specifically with case management software, word processing, and spreadsheet presentation • Ability to multitask and stay self-motivated • Case management process experience is needed - preferably as a personal injury case manager, or related jobs such as legal secretary, paralegal, or legal assistant at a law firm, non-profit, or human services agency • Possesses exceptional organizational skills as well as effective communication skills, both written and oral • Extensive experience conducting legal research, and drafting legal documents is essential • 3-5 years experience in financial management or accounting, preferably in a personal injury law firm • Strong background in trust account management and settlement fund distribution • Excellence in financial analysis and reporting • Advanced proficiency in Excel • Meticulous attention to detail and strong organizational skills • Experience with case management software and Microsoft Office Suite • Strong negotiation and communication skills Compensation: $50,000 yearly

• Manage the complete case settlement process, including financial tracking, disbursement planning, and payment processing • Develop and maintain comprehensive financial control systems for settlement payouts • Create and verify settlement distribution ledgers with meticulous attention to accuracy • Coordinate with banking institutions and accounting teams for timely fund distribution and expense reconciliation • Implement and maintain internal controls for settlement fund management • Monitor and report on settlement fund flow and payout metrics • Negotiate reduction of liens and outstanding balances to maximize client recovery • Maintain detailed financial records and ensure compliance with state bar requirements for trust accounts • Prepare monthly financial reports and reconciliations for management review • Develop and optimize procedures for efficient fund distribution and financial tracking • Coordinate with the Client Concierge team on financial aspects of settlements • Maintain and improve financial tracking systems using SharePoint and Filevine • Submit regular KPI reports on settlement distributions and financial metrics • Stay current on trust account management requirements and relevant financial regulations