Key skills
Communication
About this role
Role Overview
- Manage, organize, and track all active client cases within the case management system
- Coordinate meetings and communications with opposing counsel and clients
- Request, receive, and process medical records related to Short-Term Disability documentation
- Provide clients with regular case updates
- Ensure all case information is accurate, complete, and up to date
- Attend litigation docket meetings and process-automation meetings with Clio engineers
- Manage attorneys’ calendars
- Send meeting reminders
- Participate in weekly workflow-building and process-improvement meetings
- Add new potential clients to the Clio Pipeline
- Receive and manage all inbound calls from potential clients
- Ensure all intake information is accurately captured and entered into the system
- Implement structured follow-up procedures for clients with no recent communication
- Document all follow-up actions and outcomes within the system
- Review reports identifying clients with missing or incomplete documentation.
Requirements
- Strong organizational and time-management skills
- Excellent verbal and written communication skills
- High attention to detail
- Comfort interacting with clients, attorneys, and technical partners
- Ability to follow established workflows while proactively contributing to process improvements
- Sound professional judgment and discretion when handling confidential and sensitive information.
Benefits
- Health insurance
- Paid time off