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Personal Injury Case Manager (Bilingual - Spanish & English Speaking) at SnappyCX

Key Facts

Remote From: 
Full time
Spanish, English

Other Skills

  • Professionalism
  • Communication
  • Time Management
  • Detail Oriented
  • Empathy
  • Social Skills

Roles & Responsibilities

  • Fluency in Spanish and English (spoken and written).
  • Experience in personal injury intake, legal case management, or paralegal support (preferred).
  • Strong communication, interpersonal, and organizational skills across diverse client populations.
  • Experience using legal case management or CRM systems and the ability to handle sensitive information with discretion.

Requirements:

  • Handle bilingual client intake and initial screening (English and Spanish), collect detailed case information, explain next steps, and respond with professionalism and empathy.
  • Accurately enter and maintain client and case information in the case management system; ensure intake notes and documents are properly recorded and updated as case status changes.
  • Maintain and follow up on lead tracking: proactively reach out to English- and Spanish-speaking leads, obtain missing information, and schedule attorney consultations.
  • Coordinate with attorneys to ensure a seamless handoff from intake to case handling; schedule consultations and communicate instructions to clients in their preferred language.

Job description

SnappyCX is seeking a detail-oriented and client-focused Personal Injury Case Manager to support our client's legal team by managing client intake, lead screening, case documentation, and coordination between clients and attorneys. This role is critical to ensuring a smooth transition from initial inquiry through active case handling while maintaining accurate records and high-quality client communication.

Key Responsibilities

Client Intake & Initial Screening

  • Handle incoming calls, emails, and online inquiries from prospective personal injury clients in both English and Spanish.

  • Conduct initial case screenings based on the firm’s qualification criteria.

  • Collect detailed and accurate case information during intake conversations.

  • Clearly explain next steps, intake requirements, and general legal processes to clients.

  • Respond to client questions with professionalism, empathy, and clarity.

Case Documentation & Data Management

  • Accurately enter and maintain client and case information in the firm’s case management system.

  • Ensure intake notes, client communications, and supporting documents are properly recorded.

  • Update case files as new information becomes available or case status changes.

Lead Management & Follow-Up

  • Maintain and update the firm’s lead tracking system to reflect the current status of all inquiries.

  • Proactively follow up with English- and Spanish-speaking leads to obtain missing information or documentation.

  • Monitor lead progression and ensure timely scheduling of attorney consultations.

Attorney Coordination & Case Transition

  • Schedule consultations between qualified clients and attorneys.

  • Coordinate closely with attorneys and legal staff to ensure seamless handoff from intake to case handling.

  • Communicate attorney instructions, follow-ups, and next steps to clients in their preferred language.

Paralegal & Administrative Support

  • Assist with basic paralegal tasks related to personal injury cases.

  • Support attorneys with file organization, document requests, and case-related follow-ups.

  • Ensure confidentiality, compliance, and accuracy across all case-related activities.

Scope of Work & Deliverables

  • Intake Support: Efficient bilingual intake and screening of personal injury inquiries.

  • Case Documentation: Accurate and timely documentation within the case management system.

  • Lead Management: Organized tracking, follow-up, and status updates for all prospective clients.

  • Paralegal Responsibilities: Administrative and legal support throughout the case lifecycle.

Qualifications & Skills

  • Fluency in both Spanish and English (spoken and written) is required.

  • Previous experience in personal injury intake, legal case management, or paralegal support preferred.

  • Strong communication and interpersonal skills across diverse client populations.

  • High attention to detail and strong organizational skills.

  • Experience using legal case management or CRM systems.

  • Ability to handle sensitive information with discretion and professionalism.

  • Strong follow-up skills and ability to manage multiple cases simultaneously.

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