Job Description
Job Description
Case Manager
Role & Responsibilities
Role Summary:
The Pre-Litigation Case Manager is responsible for managing personal injury cases from intake through settlement preparation, with a strong emphasis on fact-finding, documentation collection, and communication with clients, providers, and insurers. The Case Manager ensures all necessary information is gathered and verified to build strong cases and support fair and timely resolutions.
Key Responsibilities:
Client Communication
· Call client upon intake to introduce self and establish point of contact.
· Maintain regular client contact via phone, email, or text to update on case progress.
Adverse Party Research
· Obtain adverse driver's driving record from both state and local databases.
· Confirm adverse driver's residence using County Appraisal District (CAD) data and collect a photo of the property.
· Run adverse driver's criminal background checks through local and state records.
· Research and archive adverse driver's social media profiles to identify relevant or harmful content.
· Acquire vehicle owner's driving record (if different from the driver).
· Locate vehicle owner's residence using CAD and confirm details.
· Check vehicle owner's criminal history (state and local).
· Conduct social media research on the vehicle owner for potential case value or credibility impact.
Client Verification & Evidence Collection
· Obtain client's driving record from local and state sources.
· Run client's criminal background checks for case assessment and potential defense issues.
· Review client's social media for content that may impact liability or damages.
· Request and secure lost wage affidavits and supporting documentation from the client's employer.
· Gather property damage estimates from body shops or insurance carriers.
· Collect photographs of all vehicles involved, regardless of extent of damage.
· Obtain photographs of the client's injuries, including post-incident, treatment, and recovery stages.
· Acquire photographs of the incident location-especially for premises liability (PL) cases-to support condition or liability claims.
· Retrieve necessary documents from the Texas Secretary of State, including commercial vehicle or corporate ownership records.
Medical Records, Liens & Subrogations
· Identify and obtain all applicable liens and subrogation claims, including: hospitals and emergency room providers, private medical insurance, Medicare / Medicaid, Child Support (CS) and Worker’s Comp (if applicable).
· Organize, track, and update lien amounts in the case management system (Filevine).
· Obtain itemized ledgers for all subro/liens.
· Confirm all lien and subrogation obligations are accounted for prior to settlement/disbursement.
Insurance Benefits & Case Closure
· Prepare and send Personal Injury Protection (PIP) demands to the client's auto insurer for reimbursement of eligible benefits. PIP demands must be sent to Pre-Litigation Manager and attorney for review prior to sending.
· Double-check all expenses and entries in Filevine for accuracy before submitting the case to the accounting team for disbursement.
· Communicate with medical providers and lienholders to confirm final balances and request reductions if authorized.