Own client onboarding from day one, review attorney consultation notes and the signed representation agreement, identify case type and parties, and create a customized document checklist tailored to case and country of origin.
Set clients up in the immigration practice management system, configure questionnaires, language settings, and reminders, and send the initial onboarding email with clear steps and timelines.
Host the Zoom onboarding meeting two days after the initial email, answer questions, align expectations, and establish a weekly cadence for follow ups during onboarding.
Coordinate documents and data collection, review uploads for completeness and accuracy, request missing items, and guide clients on acceptable formats and sources.
Draft clean, client ready cover letters and assemble preliminary packets, then route for attorney review. Support online filings through USCIS and Department of State portals when directed.
Maintain proactive status updates, provide “no update yet” check ins so clients feel supported while cases are pending, and prepare files for interview readiness.
Field inbound calls and one off questions with patience and clarity, escalating issues that require attorney input.
Collaborate closely with the attorney and case team, deliver concise updates, spot risks early, and uphold data integrity across systems.
Model the firm’s service standard, blend technical accuracy with warmth, and help strengthen long term client relationships.

Bilingual fluency in English and Spanish, non negotiable, with clear, empathetic written and verbal communication.
Client-facing experience in customer service, patient coordination, or legal support roles; immigration experience is a plus.
Detail focus and accuracy, comfortable working with forms, checklists, and document standards.
Ownership and resourcefulness, you bring solutions, ask smart questions, and move work forward independently in a remote setting.
Tech readiness: confident with practice management software (such as Clio and Docketwise), online filing portals, document management tools (including OneDrive and Microsoft products), and phone systems such as RingCentral.

Training and support: onboarding includes a 30, 60, 90 plan built with the team.
Future bonus structures are possible but not promised.

Bilingual Case Manager

Key skills