Free template
Case manager job description
A ready-to-use job description for a law firm case manager: what the job covers, who to look for, how to measure it and what to ask in the interview. Copy it, fill in the bracketed parts and post it.
The template
Case manager
[Firm name] is hiring a case manager to keep our open cases moving, from signed client to resolution. You will handle client updates, records and bills, appointments, deadlines and the file itself, under the direction of our attorneys.
What you will do
- Call clients on a set schedule, answer status questions and log every contact.
- Track treatment, appointments and work status [for injury cases].
- Request medical records and bills, follow up until they arrive and log what was received.
- Keep each file complete and organized in [case management system].
- Calendar deadlines, hearings and appointments, and remind clients before each one.
- Prepare routine letters and forms from our templates for attorney review.
- Flag anything that needs an attorney’s decision, and keep a running list of what each file needs next.
What you bring
- [Two or more] years as a case manager, legal assistant or paralegal in [your practice area]
- Organized enough to keep [number] open files moving at once
- Clear written English, and a calm, patient manner with clients
- Daily use of a case management system
- [Fluent spoken Spanish and English]
- Knows the line between a status update and legal advice
Nice to have
- Experience with [your system, such as Filevine, CasePeer, SmartAdvocate, Litify or Clio]
- Comfort with medical records and billing terms
Schedule and pay
[Full-time or part-time], [days, hours and time zone], [in office, hybrid or remote]. Pay: [range], plus [benefits].
How to apply
[How to apply, and what to include]
Text in brackets is yours to fill in or delete.
How to measure the role
Agree on targets with the attorney who oversees the work, and review them weekly for the first 90 days.
- Clients contacted on schedule
- Records requests outstanding, and for how long
- Deadlines met
- Files complete at each stage
- Turnaround on attorney requests
Interview questions
Include at least one work sample. It shows more in ten minutes than an hour of conversation.
1You have a full caseload. How do you decide what to do today?
Listen for: A method: deadlines first, then aging requests, then scheduled client contact.
2A client says nobody has called them in a month. What do you do?
Listen for: They apologize, update the client, check why the contact was missed and fix the schedule.
3A provider has not sent records after two requests. What next?
Listen for: Escalation steps: call, a different contact, a written follow-up, and a note to the attorney if it holds up the case.
4What would you never tell a client about their case?
Listen for: What the case is worth, or how it will turn out. Those questions go to an attorney.
5Show us how you would set up a new file.
Listen for: A work sample in your system or a mock one: naming, folders, the first tasks and calendar entries.
Questions
What does a case manager earn?
BLS doesn’t track law firm case managers as a separate job. The closest category, paralegals and legal assistants, had a median of $62,890 a year in the United States and $77,390 in California in 2025 (U.S. Bureau of Labor Statistics). With benefits and payroll costs, the U.S. median comes to about $7,487 a month.
Can I use this template as it is?
Yes. Fill in the bracketed parts, remove any that don’t apply, and check it against your state’s employment rules before you post it.
Can I hire a remote case manager instead?
Yes. A dedicated remote case manager from Legal Staffing Pros is $2,895 a month, full-time, recruited, paid and managed by us, with no setup fee. You interview the shortlist and choose.
Pay: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, 2025 data (via O*NET OnLine), Paralegals and legal assistants (23-2011). Benefits and payroll costs: wages and salaries were 70.0% of private employers’ compensation costs in June 2026 (BLS), so monthly cost = annual pay ÷ 0.70 ÷ 12.
More templates: legal intake specialist, paralegal, legal assistant, legal receptionist.
Tell us who you need. We’ll show you who’s available.
A short call covers the role, the hours, your software and your budget. You interview everyone before anyone starts, and you pay nothing until they do.