Position Summary

The Bilingual Legal Case Management Specialist is responsible for supporting personal injury case management operations through client communication, case administration, medical records coordination, and process documentation. This foundational role will help establish operational workflows, ensure accurate case handling, and contribute to the development of scalable procedures for a growing legal support team. The ideal candidate is a licensed attorney in Mexico with strong organizational skills, professional bilingual communication abilities, and a proactive approach to process improvement.

Responsibilities:

• Coordinate client intake and first-contact interactions for personal injury cases.

• Maintain ongoing bilingual communication with clients and provide case status updates.

• Retrieve, organize, and track medical records and supporting documentation.

• Coordinate with healthcare providers to obtain records, bills, and case-related information.

• Create, maintain, and update case files with accurate information and documentation.

• Perform data entry and workflow tracking within case management systems.

• Communicate professionally in English with insurers, healthcare providers, and legal teams.

• Develop and document standard operating procedures for case management processes.

• Support process improvement initiatives and workflow optimization.

• Assist with onboarding and training future team members as the operation grows.

• Ensure confidentiality and compliant handling of sensitive client information.

• Maintain organized records and support administrative case management activities.

Requirements:

• Attorney licensed to practice in Mexico with valid título and cédula profesional.

• 1–2 years of legal or legal support experience.

• Advanced English proficiency at B2+ or C1 level.

• Native or fluent Spanish proficiency.

• Strong organizational skills and attention to detail.

• Ability to build and follow structured processes.

• Experience managing confidential and sensitive information.

• Strong written and verbal communication skills.

• Ability to work independently in a fast-paced environment.

• Professionalism, reliability, and discretion.

• Adaptability and willingness to support a growing operation.

• Proficiency with digital tools and case documentation systems.

Nice to Have:

• Experience with personal injury, insurance, or legal case management processes.

• Exposure to U.S. legal workflows or legal support operations.

• Experience coordinating medical records and healthcare documentation.

• Familiarity with CRM, legal technology, or case management software.

• Experience documenting operational procedures and workflows.

• Previous experience in a build-stage or startup environment.

• Experience training or mentoring team members.

• Valid U.S. B1/B2 visa.

What Success Looks Like:

• Responding promptly and professionally to new client inquiries.

• Maintaining timely communication with clients, healthcare providers, and ensuring accurate and complete case file documentation.

• Achieving high levels of data accuracy across all case records.

• Maintaining consistent follow-up on medical records and billing requests.

• Supporting strong client retention through proactive communication.

• Documenting and improving operational processes as the function scales.

• Contributing to efficient case progression and workflow management.

• Maintaining compliance with confidentiality and data security requirements.

• Successfully supporting the onboarding and training of future team members as the team grows.