Case Monitor VA – Law Firm

✅ Manage portfolio of assigned cases alongside the leaders of a legal department (attorney & paralegals).

✅ Primary liaison and communicator between clients and the legal department.

✅ Notate client requests in CRM.

✅ Deliver legal department requirements and updates to the client directly via outbound calls and emails.

✅ Always have availability for a client with an open case to have a human to speak with.

✅ Answer basic and intermediate questions, via phone and email.

✅ Understand what documents or processes may be missing or required for each individual case.

✅ Responsible for outbound calls to the client to inform them of case updates, consultation appointments, or information required.

✅ Assist paralegals in understanding the current status of a case in relation to client requests and communications.

✅ Have clean, updated and detailed notes in CRM to help legal department assess quickly the case status.

✅ Do any research, document prep, or other administrative requirement requested by the paralegal.

✅ Help to onboard new cases and manage checklist of objectives and requirements in the beginning of a new case cycle.

✅ Help to manage the finalization of a case and document, communicate, and execute all final exit requirements at the conclusion of a case cycle.