Case Manager

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

• Schedule: Full-Time | Monday to Friday, 9:00 AM to 6:00 PM
• Time Zone: Pacific Standard Time (PST)
• Location: Remote, LATAM

Overview

Make a meaningful impact by supporting people through some of the most challenging moments of their careers.

Join a fast-growing U.S.-based employment and labor law firm dedicated to protecting workers' rights and helping employees navigate complex workplace disputes. Specializing exclusively in employment law, the firm represents individuals facing wrongful termination, workplace discrimination, harassment, wage disputes, retaliation, and other employment-related matters, making high-quality legal representation accessible through a contingency-based model.

As the firm continues to grow and scale its operations, they're looking for a compassionate, highly organized Case Manager to serve as the primary point of contact for both existing and prospective clients. In this role, you'll play a critical part in creating a positive client experience, keeping cases organized, supporting attorneys behind the scenes, and ensuring every client feels informed and supported throughout what can often be a lengthy legal process.

Key Responsibilities

• Serve as the primary point of contact for existing clients by answering phone calls and emails while providing clear, empathetic case status updates.
• Conduct initial intake calls with prospective clients to gather key information regarding potential employment law matters.
• Document all client communications, intake details, and case notes accurately within Clio CRM and the Lex Reception system.
• Download, organize, format, and electronically file legal documents within the CRM by client name.
• Manage appointment scheduling, calendar coordination, email triage, and administrative support.
• Proactively follow up with clients regarding outstanding documentation, employment records, and additional case requirements.
• Track client commitments, gather detailed case information, and ensure attorneys receive timely responses to outstanding questions.
• Conduct the initial onboarding communication after clients sign their retainer agreement and guide them through the onboarding process.
• Maintain strong communication between clients and attorneys throughout legal proceedings while managing expectations with professionalism and empathy.

Must-Have Requirements

• Fluent in both English and Spanish (written and spoken), with clear, professional communication skills. Native or near-native proficiency preferred.
• 3 to 5 years of customer service experience in a professional environment.
• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
• Assertive, proactive, self-starter who requires minimal supervision after onboarding.
• Outstanding customer service skills with excellent phone etiquette and high emotional intelligence.
• Compassionate, empathetic, and naturally inquisitive, with a values-based approach to client support.
• Comfortable learning and using multiple technology platforms, including Clio CRM, RingCentral, Lex Reception, Google Workspace, and Slack.
• Dedicated home office with reliable high-speed internet suitable for long-term remote work.
• Strong problem-solving skills with a proactive mindset and commitment to follow-through.

Nice-to-Have Requirements

• Previous experience working in a law firm, legal clinic, or other professional services environment.
• Experience in B2C phone sales, lead qualification, or client intake.
• Previous experience working remotely for U.S., Canadian, or UK-based companies.
• Familiarity with California employment law concepts or legal terminology. Training will be provided.
• Demonstrated ability to build rapport and provide compassionate support during sensitive client interactions.

Why Join Us

This is an opportunity to join a rapidly growing employment law firm that's transitioning from a startup environment into a more structured organization while expanding its team and operations. You'll receive comprehensive training in California employment law, internal processes, and CRM systems, giving you the tools needed to succeed even if you're new to the legal industry.

As the company continues to grow, high-performing team members will have opportunities to take on greater responsibilities, mentor new hires, and advance into higher-level administrative and operational roles. If you're passionate about helping people, enjoy building meaningful client relationships, and thrive in a fast-paced remote environment where your work truly makes a difference, we'd love to hear from you.