Case Manager (Post-Deliverable)

Position Overview:

The Post-Deliverable Case Manager plays a critical role in the litigation lifecycle by managing all logistics and client interactions following the delivery of expert reports. This includes deposition and trial scheduling, client follow-up, and expert preparation. The role also includes a proactive sales function: identifying opportunities to expand case value through cross-selling complementary services and supporting new business development through strategic attorney touchpoints.

Team members in this role will also be cross-trained in Expert 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

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

• Strong familiarity with personal injury litigation timelines and deposition processes

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

• 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 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

• Prior experience with CRM systems (HubSpot preferred) and project tools (Monday.com a plus) 

Responsibilities:

Deposition & Testimony Coordination:

• Manage all scheduling and communication related to expert witness depositions and trial testimony

• Coordinate availability and logistics between experts, attorneys, and court reporting services.

• Maintain professional and efficient communication with expert witnesses throughout the post-deliverable phase, including deposition prep, day-of logistics, and follow-up

• Prepare and deliver expert prep materials and other documentation as needed

• Oversee invoicing for expert prep, deposition, and testimony events, ensuring all time is tracked and billed accurately in accordance with expert contracts

• Track, upload, and organize testimony logs, case, and billing documentation 

Attorney Relationship Management:

• Serve as the primary point of contact post-report delivery

• Ensure all communications uphold payment firewalls to preserve the expert’s billable time and maintain proper boundaries between experts and clients

• Maintain client satisfaction through proactive communication and timely follow-up

• Schedule and conduct check-ins around deposition milestones and post-testimony debriefs 

Sales & Cross-Selling:

• Identify and communicate opportunities for additional services (e.g., addenda, updated reports, new cases)

• Communicate new services and experts to all clients

• Utilize deposition prep and follow-up calls to surface future case opportunities

• Track sales touchpoints and converted referrals in CRM (e.g., HubSpot) 

Documentation & Workflow Management:

• Maintain accurate and timely records in Monday.com, Hubspot, Google Workspace, and internal file systems

• Ensure expert calendars and travel plans are updated per deposition and trial testimony schedules

• Monitor deadlines for testimony and post-deposition deliverables to ensure operational excellence 

Expert Deliverables Case Management (Cross-Training Support):

• Participate in training for expert report workflows, including intake, document coordination, and delivery protocols

• Assist with expert deliverable timelines, tracking assignments, and quality assurance

• Serve as backup for primary deliverables case managers during peak periods, high-volume weeks, or staff absences

• Coordinate internal communication between experts, operations, and case managers to ensure report accuracy and timeliness

• Maintain fluency in the systems and SOPs used in the deliverables phase, such as Monday.com and Google Workspace, to enable rapid onboarding into live cases when needed 

Performance & Reporting:

• Track KPIs such as response time, client satisfaction scores, and referral conversion rates

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

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

• Percentage of depositions scheduled within 3 days of request

• Deposition and testimony paid outside of the 7-day firewall

• Cases that are brought in during touchpoints post-deliverable

• Client satisfaction rating on post-deposition surveys