Remote Case Managers for Personal Injury Firms

We provide trained personal injury firms juggle nonstop client communication, medical records, and insurance follow-ups — making it easy for teams to fall behind. Remote Case Manager provides trained, HIPAA-compliant professionals who take on administrative and communication burdens.

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Why Hire a Personal Injury Remote Case Managers?

Case Setup and File Organization
Once a case is accepted, Remote Case Managers organize all case materials—police reports, client statements, and initial documents—ensuring the file is structured and ready for attorney review.
Medical Record and Billing Management
They request, track, and update medical records and bills from providers, maintaining organized documentation that supports demand package preparation and settlement negotiation.
Communication with Insurance Adjusters and Providers
Remote Case Managers handle day-to-day communication with insurance adjusters and medical offices, confirming claim details, follow-ups, and documentation requests to keep cases moving efficiently.
Case Progress Tracking
They monitor deadlines, treatment status, and important milestones within systems like Filevine, Clio, or SmartAdvocate, ensuring all case components stay on schedule and no tasks are overlooked.
Demand and Settlement Preparation Support
They compile documentation for demand letters, verify expense summaries, and assist in organizing settlement files for attorney review, helping ensure accuracy before negotiations begin.
Lien and Disbursement Coordination
Remote Case Managers track liens, confirm payoffs, and maintain detailed records for disbursements, ensuring a smooth and transparent case closure process.
Documentation and Case Updates
They log every action, update case notes, and summarize communication history—providing attorneys with clear visibility into each case’s progress at all times.

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Personal Injury Case Management Services

Our Remote Case Managers streamline your personal injury workflow by handling client intake, case coordination, medical records, deadlines, and communication with all parties involved. They ensure documentation is accurate, clients stay informed, and cases move efficiently forward. This allows attorneys to focus on strategy, negotiations, and trial preparation while delivering a more professional client experience.

Service Area
Client Intake & Onboarding
Medical Record Requests
Insurance Communication
Case File Organization
Settlement Coordination
Client Updates & Follow-Ups

Responsibilities
Collect client information, injury reports, and insurance details.
Request, track, and retrieve medical records and supporting documentation.
Coordinate with insurance adjusters and claims representatives.
Maintain digital case files, timelines, and key documents.
Manage liens, final payoffs, and disbursement breakdowns.
Conduct regular progress check-ins and case summaries.

Why It Matters To Your Firm
Ensure accurate, organized documentation from the very beginning of the case.
Prevent missing evidence and save hours on follow-ups.
Keep negotiations moving smoothly and clients informed.
Reduce errors, improve accessibility, and streamline workflow.
Ensure accurate, timely, and compliant  case closure.
Build client trust, satisfaction, and confidence throughout the case.

Service Area
Client Intake & Onboarding
Medical Record Requests
Insurance Communication
Case File Organization
Settlement Coordination
Client Updates & Follow-Ups

Collect client information, injury reports, & insurance.
Request, track, medical records & documentation.
Connect to insurance adjusters & claims representatives.
Maintain digital case files, timelines, & key documents.
Manage liens, payoffs, & disbursement breakdowns.
Conduct regular progress check-ins & case summaries.

Service Area
Client Intake & Onboarding
Medical Record Requests
Insurance Communication
Case File Organization
Settlement Coordination
Client Updates & Follow-Ups

Ensure accurate, organized documentation.
Prevent missing evidence & save hours on follow-ups.
Keep negotiations moving smoothly & clients informed.
Reduce errors, improve accessibility, & streamline workflow.
Ensure accurate, timely, & compliant  case closure.
Build client trust, satisfaction, & confidence in case.

Our Process

How The Process Works

Discover our streamlined process that makes hiring skilled virtual staff simple, efficient, and cost-effective for law firms.

Book a Demo

Share your firm’s case load requirements and PI workflow challenges, so we understand your needs.

Get Matched With Your PI Case Manager

Connect with a Pre-Vetted Remote Case Manager trained in U.S. personal injury processes—handling medical records, insurer communication, treatment tracking, and more.

Start Delegating

Your Case Manager handles documentation, client communication, insurance follow-ups, and settlement coordination—fully integrated with your systems.

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Frequently Asked Questions

Got Questions? We’re Here to Answer

What does a Remote Personal Injury Case Manager do?
They handle administrative, communication, and coordination tasks — from client intake to settlement disbursement — allowing attorneys to focus on strategy and litigation.
Can they communicate directly with clients?
Yes. Our case managers are trained to handle client calls, updates, and follow-ups with professionalism and empathy.
Is sensitive information handled securely?
Absolutely. All team members are HIPAA-compliant and trained in data confidentiality and security.
Can they work with our firm’s current software?
Yes. They seamlessly integrate with systems like Clio, Filevine, SmartAdvocate, and Law Ruler, ensuring no disruption to your workflow.

Remote Case Managers for Personal Injury Firms

Why Hire a Personal Injury Remote Case Managers?

Personal Injury Case Management Services

Hand Off Repetitive Work and Focus on Growth

How The Process Works

Grow Your Personal Injury Practice with Confidence

Frequently Asked Questions