Client Care & Intake Specialist
About the role
The Personal Injury Case Manager at Brodie Law Group assists clients through the early and active stages of their personal injury cases. They communicate regularly with clients, track medical treatment, and ensure all case details are accurately documented.
Responsibilities
- Communicate regularly with personal injury clients and help answer process-related questions.
- Help clients understand next steps in their case.
- Track medical treatment status and follow up with clients about treatment updates.
- Identify when clients have completed treatment or may need additional follow-up.
- Request, track, and follow up on medical records, bills, and related case documents.
- Keep case files organized, accurate, and up-to-date in the case management system.
- Document client updates, provider information, treatment status, and important case activity.
- Communicate with medical providers, insurance companies, and other offices as needed.
- Help the legal team prepare the case for the next stage.
- Work closely with attorneys, paralegals, and records staff to keep cases moving.
Requirements
To succeed in this role, you should have strong communication skills, a compassionate and patient approach, strong organization and attention to detail, and the ability to manage multiple tasks and follow up without being reminded. Experience in personal injury, legal case management, medical records, insurance, or client service is preferred, as is proficiency in case management software such as Filevine or similar systems.
Qualifications
This role is a good fit for someone who cares about people, communicates well, stays organized, and takes pride in helping a team serve clients the right way. You should also be able to work independently and as part of a team, and be comfortable with email, calendars, phone systems, Microsoft Office, and Google Workspace.
Skills
A proactive problem solver who looks for the next step, and a team-first attitude and willingness to help where needed are also essential.
Benefits
Brodie Law Group offers health, vision, and dental insurance, paid time off, including paid holidays, a retirement IRA with up to 3% company match, and Brodie Law Group swag. This is not a quiet, low-contact role. Our clients need communication, follow-up, and guidance. We are looking for someone who can stay organized, care about the details, and help clients feel supported while their case moves forward.