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Role · 02

From intake to settlement.

PI case managers built for personal injury — bilingual, methodical, and obsessed with the airtight file. Full-time, dedicated to one firm. Typical clients save up to 65% vs. an equivalent U.S. case manager.

01 · The PI workflow

Every file. Every provider. Every step.

Personal injury cases live or die on the cleanliness of the file. Our case managers run the entire arc — intake confirmation through demand and settlement — with the rigor that wins adjusters over.

  1. 01

    Intake to retainer

    Convert signed retainers into structured matter files. SOL calendaring, conflict checks, and CRM hygiene from day one.

  2. 02

    Treatment tracking

    Follow each client through their treatment plan — appointments, providers, MMI dates, gaps in care flagged.

  3. 03

    Bills & records

    Provider follow-ups, re-requests, audit trails. The full medical chronology, organized for demand.

  4. 04

    Liens & balances

    Health insurance, Medicare, Medicaid, ERISA — tracked, negotiated, documented.

  5. 05

    Demand prep

    Hand-off to demand writer (or draft directly): chronology, narrative, exhibits, special damages tally.

  6. 06

    Settlement & closeout

    Disbursement spreadsheets, lien clearances, client signatures, file archive.

02.

Why our case managers move faster.

Six things every PI case manager learns before they touch a live file.

i.

PI vocabulary

UR, MMI, EUO, ICD-10, CPT, EOB, EOR — fluent in the alphabet soup adjusters speak in.

ii.

Software fluency

Filevine, Litify, CASEpeer, Smokeball — case-management platforms mastered before live work begins.

iii.

Provider relationships

Trained on best-practice scripts for follow-ups with hospitals, billing departments, and IMEs.

iv.

Bilingual empathy

Spanish-speaking clients on the worst day of their year — handled with care in the language they trust.

v.

HIPAA-clean comms

U.S. servers, encrypted exchange, audit logs. Compliance is the floor, not a feature.

vi.

Daily attorney sync

Live morning huddles, end-of-day status memos. The remote part disappears within a week.

03.

PI outcomes — real numbers.

Aggregate metrics across active PI engagements over the last twelve months.

0%
Faster case turnaround
0%
Higher client satisfaction
0%
Revenue growth on managed caseloads
0%
Demand-ready files at month two
Quote · Active PI client

"She's been with our firm nine months. She runs intake, manages bills and records, and is the bilingual voice our Spanish-speaking clients trust."

— Managing Attorney, PI Firm · Florida
04.

Common pod combinations.

PI firms rarely hire a single case manager. The most leveraged setups pair a CM with one or two of these.

Pair · Legal Assistant

Remote Legal Assistant

Calendar, demands, follow-ups — the LA picks up everything that's not strictly case management.

Save up to 70%→
 Pair · Intake

Bilingual Intake Specialist

Front-of-funnel converter feeds the case manager pre-vetted, signed-and-ready files.

Save up to 70%→
 Pair · Demand Writer

Demand Letter Writer

Specialist writers turn the case manager's airtight file into demand packages adjusters can't ignore.

Save up to 65%→
Hire a case manager

Five business days. One specialist. Cleaner files than you've ever had.

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