Case Managers

Manages calendars, schedules hearings/depositions, files e-filings, organizes case files, drafts basic correspondence, answers general phones.

Benefit: Frees attorneys to bill more hours and actually leave the office at a reasonable time.

Answers new client calls/emails, pre-screens cases, gathers initial facts/documents, completes intake forms, books consultations with the attorney.

Benefit: You never miss another viable case again and convert 20–40% more leads into signed retainers.

Tracks deadlines, follows up with clients/opposing counsel/insurance, prepares discovery responses, organizes exhibits, keeps the case moving forward.

Benefit: Cases settle or go to trial on time, clients stay happy, and you avoid malpractice headaches.

Creates invoices, posts payments, follows up on overdue balances, runs trust accounting reports, handles client refunds.

Benefit: Improves cash flow by 20–50%, reduces write-offs, and keeps your books audit-ready.