Bilingual Case Manager - Remote (English/Spanish)

Globaltize; United States; Remote; USD 45,000 - 65,000; Full time

Job summary

Globaltize is a fast-growing U.S.-based employment and labor law firm dedicated to protecting workers' rights. We are seeking a compassionate Case Manager to be the primary contact for clients, organize cases, and support attorneys throughout what can be a lengthy legal process.

You will handle intake, document communications in Clio CRM and Lex Reception, manage calendars, and ensure clients feel informed and supported.

Qualifications

• Bilingual in English and Spanish (written and spoken) with professional communication.
• 3–5 years of customer service experience in a professional setting.
• Excellent organizational skills with attention to detail and multi-tasking ability.
• Assertive, proactive self-starter who works well with minimal supervision.
• Strong customer service, phone etiquette, and emotional intelligence.

Responsibilities

• Serve as the primary contact for existing clients via phone and email with clear status updates.
• Conduct intake calls with prospective clients to gather key information on employment matters.
• Document communications and case notes in Clio CRM and Lex Reception system.
• File and organize legal documents in the CRM by client name.
• Manage appointment scheduling, calendar coordination, email triage, and admin tasks.
• Follow up with clients for outstanding documentation and records.
• Track commitments and ensure attorneys receive timely responses.
• Conduct onboarding communications after retainer signing and guide clients through onboarding.
• Maintain ongoing communication between clients and attorneys with professionalism and empathy.

Skills

Bilingual English/Spanish

Customer service

Organizational skills

Communication skills

Tools

Clio CRM

RingCentral

Lex Reception

Google Workspace

Slack

Job description

Globaltize is a fast-growing U.S.-based employment and labor law firm dedicated to protecting workers' rights. We are seeking a compassionate Case Manager to be the primary contact for clients, organize cases, and support attorneys throughout what can be a lengthy legal process.

You will handle intake, document communications in Clio CRM and Lex Reception, manage calendars, and ensure clients feel informed and supported.