Case Manager (Expert-Deliverable)

Position Overview:

LCPMD seeks a detail-oriented Case Manager to coordinate and manage cases from intake to completion. This role involves client-focused interaction, direct responsibility for case progression, impeccable documentation, and ensuring deliverables meet company standards. In addition to case coordination, the Case Manager is expected to identify opportunities for upselling and cross-selling services, which is key in supporting revenue growth through consultative communication with clients. The Case Manager will utilize platforms such as Monday.com, HubSpot, QuickBooks, and CaseFleet to streamline case tracking, client communication, and sales tracking.

Team members in this role will also be cross-trained in Post-Deliverables Case Management, enabling seamless collaboration across departments and support for workflow peaks and operational coverage.

Why Join LCPMD?

• Structured growth path with clear benchmarks for advancement

• Remote flexibility with well-defined performance expectations

• Competitive pay with opportunities for increased earnings based on performance

• Work with a supportive, dynamic, and specialized team 

Qualifications:

• 3+ years’ experience in litigation support, legal case management, or expert witness coordination

• Associate's degree or above in a relevant field, such as paralegal studies, preferred

• A customer-focused individual with a strong attention to detail and a proactive approach is essential

• Proficiency with Google Workspace, Monday.com, HubSpot, Docusign, QuickBooks, and/or CaseFleet is a plus

• Strong familiarity with personal injury litigation timelines and deposition processes

• Confident communication and the ability to lead client-facing conversations

• Strong organizational skills

• Ability to work independently and as part of a team in a fast-paced scaling business with a positive attitude

• Exhibits a proactive approach to ensuring all tasks and projects are completed within set deadlines

• Experience in a sales-supportive role or promoting additional services to clients, particularly in contexts that influence purchasing decisions or support revenue-generating activities, is highly valued 

Responsibilities:

Case Management (Deliverables):

• Manage case progression from intake to deliverable

• Collaborate with team members to ensure case progression and timely deliverables

• Communicate with injured parties (IPs) regarding evaluation logistics and schedule coordination

• Coordinate expert assignments and track deliverables through Monday.com and HubSpot

• Independently handle contract creation, invoicing, scheduling, and record management

• Maintain case documentation and timelines

• Communicate with clients and internal teams to ensure clarity, accuracy, and responsiveness

• Contribute to system and process improvements for better client outcomes 

Deadlines & Compliance Monitoring:

• Track and manage all internal and external deadlines related to expert report creation (e.g., report due dates, review and costing due dates, evaluations) using tools like Monday.com and shared calendars

• Proactively escalate deadline risks, ensure compliance with internal service level agreements, and collaborate with operations to improve workflows that support timely, accurate service delivery 

Sales Support & Client Growth:

• Use a consultative approach to identify service gaps or future needs

• Make informed and strategic recommendations for deliverables based on a strong understanding of service requirements and how deliverables align (e.g., vocational add-ons, economist reports)

• Proactively identify opportunities to increase case value by cross-selling complementary services and encouraging multi-deliverable cases to support revenue growth

• Record sales-related activities and case expansions in CRM (e.g., HubSpot)

• Leverage interactions across the case lifecycle to grow client partnerships 

Cross-Sectional Support: Post-Deliverable Case Management

• Assist with deposition and trial testimony scheduling, including coordination among attorneys, experts, and court reporting services

• Prepare and distribute expert deposition prep materials and post-event documentation

• Monitor deadlines for testimony-related deliverables and ensure accurate documentation in internal systems

• Maintain ongoing attorney communication following report delivery, including milestone check-ins and post-deposition debriefs

• Uphold communication boundaries between expert and client to preserve billable time

• Track and report post-deliverable sales touchpoints and new case referrals generated during follow-up

• Support expert calendar management for testimony dates and travel coordination

• Participate in weekly operations huddles and share feedback from post-deliverable phases 

Performance & Reporting:

• Track KPIs such as response time and client satisfaction scores, as well as meeting internal and external deadlines

• Collaborate with operations and finance to ensure accurate billing for creation time

• Participate in weekly team huddles and share client and position-related feedback to inform process improvements

• Upselling and cross-selling

• Client satisfaction rating on surveys