Pre-Litigation Case Manager Job Description: Duties and Qualifications

Edited By
Legal Soft Talent Acquisition Team
Last Updated
October 15, 2026

Pre-Litigation Case Manager Daily Tasks

A pre-litigation case manager's day is mostly phone calls and follow-ups, with mornings often spent returning client voicemails and afternoons spent chasing records offices, logging new bills, and answering adjuster emails. Most work standard business hours, though the pace picks up at month's end or when several demands are due at once, and some firms ask for occasional evening calls with clients who can't talk during work. The ones who do well keep a running follow-up list, write a note on the file after every call, and spot a two-week gap in a client's physical therapy before an adjuster uses it to cut the offer.

Pre-Litigation Case Manager Qualifications and Skills

The best pre-litigation case managers pair solid claims knowledge with the people skills to keep injured clients engaged in their own case. Consider listing these qualifications and skills in your job description:

  • Hands-on experience with personal injury case management software such as Filevine, CASEpeer, Litify, or Needles
  • Working knowledge of auto insurance coverage, including liability limits, UM/UIM, and PIP or MedPay
  • Ability to read medical records and bills, including CPT and ICD-10 codes, well enough to summarize treatment
  • Familiarity with lien rules for Medicare, Medicaid, and ERISA health plans
  • Attention to detail when building demand packages, since a missing bill or wrong date of service can lower an offer
  • A steady, empathetic phone manner with clients who are in pain or worried about money
  • Persistence in following up with slow medical providers and unresponsive adjusters without letting files go quiet

Pre-Litigation Case Manager Experience Requirements

A standard pre-litigation case manager usually needs one to three years in personal injury or insurance claims, while senior roles handling surgical, trucking, or wrongful death claims typically call for five or more. Experienced hires already know which records an adjuster will ask for, how to spot gaps in treatment, and when a file is ready for a demand. That means less attorney time spent training them and fewer files stalling in their first few months.

Experience doesn't have to come only from law firms. Insurance claims adjusters, medical billing specialists, and medical records coordinators often transition well, since they already understand coverage, treatment codes, or provider offices. If your firm handles a specialty like workers' compensation, trucking, or medical malpractice, it's worth stating that experience in that area is preferred.

Pre-Litigation Case Manager Education and Training Requirements

The minimum education requirement for a pre-litigation case manager is usually a high school diploma or GED. Many firms prefer an associate's or bachelor's degree, or a paralegal certificate from an ABA-approved program, especially for senior roles. Certification isn't required, but credentials such as the Certified Paralegal (CP) from NALA or the PACE Registered Paralegal (RP) from NFPA can signal a stronger foundation in legal procedure.

On-the-job training is standard for this role. Most firms teach new hires their case management software, demand templates, and internal workflows during the first few weeks, which is why prior experience often counts for more than formal education.

Pre-Litigation Case Manager Salary Range

In the United States, the typical salary for a pre-litigation case manager in 2026 ranges from approximately $3,625 to $7,042 per month, with a national average around $5,314 per month. This translates to an average of about $31 per hour based on a standard full-time schedule. Pay varies with location, experience, caseload complexity, and firm size, with higher salaries in large metro areas and at firms that handle catastrophic injury or commercial trucking claims.

$3,625
Low
$5,314
Average
$7,042
High

(Updated October 13, 2026)

Pre-Litigation Case Manager FAQs

What's the difference between a pre-litigation case manager and a litigation paralegal?

The difference is timing. A pre-litigation case manager works a claim before any lawsuit is filed, focusing on medical treatment, records, insurance claims, and settlement demands.

A litigation paralegal takes over once a complaint is filed. Their work centers on court deadlines, discovery, depositions, and trial prep, so the two roles need different skill sets even though they often sit in the same firm.

Does a pre-litigation case manager need to be a certified paralegal?

No, certification isn't legally required for this role in any state. Many strong case managers come from insurance or medical billing backgrounds and learn the legal side on the job.

That said, some firms prefer a paralegal certificate for senior hires or for case managers who may eventually move into litigation. If you require one, say so clearly in the posting so you don't filter out experienced candidates by accident.

How many cases should a pre-litigation case manager handle?

Most firms assign somewhere between 50 and 100 active files, depending on the type of cases. A caseload of mostly straightforward auto claims can run higher, while files involving surgery, wrongful death, or commercial defendants need more time each.

If your case managers also handle intake, property damage, or lien negotiation, plan for a lighter load. Listing an expected caseload range in your job description helps candidates judge whether they're a fit.

Who does a pre-litigation case manager report to?

A pre-litigation case manager usually reports to a supervising attorney, who approves demands and makes the final call on settlement offers. In larger firms, they may also report to a pre-litigation department manager who handles scheduling, caseload assignments, and performance reviews.

Either way, the attorney stays responsible for legal decisions. The case manager's job is to keep the file moving and bring the attorney the information needed to act on it.

Example 1: Pre-Litigation Case Manager

Most of our cases never see a courtroom, and that is exactly how w...

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Position:
Pre-Litigation Case Manager
Job Type:
Full-Time | On-Site

Most of our cases never see a courtroom, and that is exactly how we like it. [Firm Name] is a personal injury firm in [City], and we need a case manager who can carry auto and premises liability claims from signed retainer to settlement check. You'll work with two attorneys on a caseload of roughly 60 to 80 active files.

Responsibilities
  • Set up new files in Filevine within 48 hours of signup, including opening insurance claims
  • Call every client at least once a month to check on treatment and upcoming appointments
  • Order medical records and itemized bills as treatment wraps up, and chase providers who miss deadlines
  • Handle property damage and rental car claims so clients aren't stuck without a vehicle
  • Draft demand letters from firm templates and send them out after attorney sign-off
  • Track policy limits, offers, and response deadlines on every file
  • Flag files for the attorney when treatment stalls, liability gets disputed, or the statute date gets close
Qualifications
  • 1 to 3 years in personal injury, insurance claims, or medical records work
  • Working knowledge of auto coverage, including liability, UM/UIM, and PIP or MedPay
  • Comfortable in Filevine, CASEpeer, or a similar case management platform
  • A calm phone manner with clients who are hurt, stressed, and sometimes frustrated
  • Bilingual English/Spanish is a plus
Education & Training
  • Required: High school diploma or GED.
  • Preferred: Associate's degree or paralegal certificate. We train you on our software and demand templates during your first two weeks.
What We Offer
  • Pay: $52,000 – $68,000 annually
  • Medical, dental, and vision insurance
  • 401(k) with a 3% employer match
  • 15 days of PTO plus firm holidays
  • Quarterly bonus tied to settled files
To Apply

Send your resume and cover letter to [email]. Include "Pre-Litigation Case Manager" in the subject line.

Example 2: Entry-Level Pre-Litigation Case Manager

If you've worked a front desk, a medical billing office, or an insur...

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Position:
Entry-Level Pre-Litigation Case Manager
Job Type:
Full-Time | On-Site

If you've worked a front desk, a medical billing office, or an insurance call center, you already know half of this job. We'll teach you the other half. We are adding a junior case manager to our pre-litigation team, and you'll spend your first few months supporting two senior case managers before taking on files of your own.

Responsibilities
  • Send records and billing requests to medical providers using our request templates
  • Log incoming records, bills, and letters into the correct client file each day
  • Make scheduled check-in calls to clients and note treatment updates for the assigned case manager
  • Follow up with providers by phone and fax when records come in late
  • Send welcome letters and intake packets to newly signed clients
  • Pull police reports and accident photos and attach them to new files
  • Once trained, manage a starter caseload of 20 to 30 soft tissue claims with senior review
Qualifications
  • Office, customer service, or medical front-desk experience (legal experience not required)
  • Comfort with Microsoft Word, Outlook, and typing at 45+ words per minute
  • Willingness to learn HIPAA rules for handling medical records
  • Patience on the phone, including with clients who call more often than they need to
  • Reliable attendance through a 90-day training period
Education & Training
  • Required: High school diploma or GED.
  • Preferred: Some college coursework. A medical terminology class is a plus. Full on-the-job training is provided, including two weeks of shadowing.
What We Offer
  • Pay: An initial 90-day probationary period at $19.00/hr. If hired, 20–24/hr based on experience and performance.
  • Health insurance starting after 60 days
  • A clear path to full case manager within 12 to 18 months
  • 10 days of PTO in your first year
  • Free on-site parking
To Apply

Send your resume and cover letter to [email]. Include "Entry-Level Pre-Litigation Case Manager" in the subject line.

Example 3: Senior Pre-Litigation Case Manager

This position is for a case manager who has already handled six- and sev...

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Position:
Senior Pre-Litigation Case Manager
Job Type:
Full-Time | Hybrid

This position is for a case manager who has already handled six- and seven-figure injury claims and doesn't need a checklist to build one. [Firm Name] is a personal injury firm in [State] that handles trucking, commercial auto, and wrongful death claims. This role manages complex files with limited attorney oversight.

Responsibilities
  • Manage a caseload of 40 to 50 high-value claims, many involving surgery or permanent injury
  • Identify every available source of coverage, including excess, umbrella, and commercial policies
  • Coordinate with life care planners, economists, and treating physicians on future damages
  • Write detailed demand packages with medical chronologies and lost earning capacity summaries
  • Negotiate ERISA, Medicare, and hospital liens to protect the client's net recovery
  • Prepare settlement statements and walk clients through disbursement
  • Train and review the work of two junior case managers
  • Recommend which files should move to litigation and write transfer memos for the trial team
Qualifications
  • 5+ years of plaintiff-side pre-litigation experience, with at least 2 on catastrophic or commercial claims
  • A track record resolving Medicare conditional payments and ERISA reimbursement claims
  • Advanced skill in Litify or Filevine
  • Ability to read operative reports and imaging summaries without needing them explained
  • Experience training or supervising other case staff
Education & Training
  • Required: High school diploma or GED, plus equivalent pre-litigation experience.
  • Preferred: Bachelor's degree or a paralegal certificate from an ABA-approved program. A NALA Certified Paralegal (CP) credential is welcome.
What We Offer
  • Pay: $72,000 – $90,000 annually, based on experience
  • Hybrid schedule after 90 days (three days in office)
  • Medical, dental, and vision insurance, plus a 401(k) with a 4% match
  • Annual bonus tied to case outcomes
  • Paid certification and continuing education costs
To Apply

Send your resume and cover letter to [email]. Include "Senior Pre-Litigation Case Manager" in the subject line.

Example 4: Remote Pre-Litigation Case Manager

This job runs on a laptop, a headset, and a case management sys...

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Position:
Remote Pre-Litigation Case Manager
Job Type:
Full-Time | Remote

This job runs on a laptop, a headset, and a case management system, so it doesn't matter which city you log in from. [Firm Name] is a fully remote injury firm handling claims in [States]. We're hiring a case manager who does good work without someone looking over their shoulder.

Responsibilities
  • Manage 50 to 70 auto accident claims through settlement from a home office
  • Hold client check-ins by phone or video every two to three weeks and document each one in CASEpeer
  • Request and track records through provider portals and e-fax
  • Post weekly file status notes for your supervising attorney in Slack
  • Assemble demand packages as shared PDFs for attorney review
  • Send releases and settlement statements for e-signature through DocuSign
Schedule & Communication
  • Online Monday through Friday, 9:00 a.m. to 5:30 p.m. [Time Zone], with 10:00 a.m. to 3:00 p.m. as core hours for meetings
  • Reply to Slack messages within one hour and return client voicemails the same business day
  • Join a 15-minute team standup on Zoom each morning and a weekly one-on-one with your attorney
Qualifications
  • 2+ years of personal injury case management, with at least 6 months working remotely
  • Required tools: CASEpeer or Filevine, RingCentral, Slack, Zoom, DocuSign, and Adobe Acrobat
  • A quiet, dedicated workspace and an internet connection of at least 50 Mbps
  • Strong written communication, since most of your teamwork happens in writing
Education & Training
  • Required: High school diploma or GED.
  • Preferred: Associate's degree or paralegal certificate. Onboarding happens remotely over two weeks, with recorded walkthroughs of every workflow.
What We Offer
  • Pay: 27–33/hr based on experience and performance
  • $75 monthly stipend for internet and phone
  • Company laptop and second monitor shipped to you
  • Medical, dental, and vision insurance
  • 12 days of PTO plus two floating holidays
To Apply

Send your resume and cover letter to [email]. Include "Remote Pre-Litigation Case Manager" in the subject line.

A pre-litigation case manager is a legal professional who manages personal injury claims before a lawsuit is filed. They track client treatment, collect medical records and bills, and work with insurance adjusters to move each case toward settlement. They don't give legal advice or appear in court.

Pre-Litigation Case Manager Roles and Responsibilities

Pre-litigation case managers run the day-to-day side of a claim under the supervision of an attorney, who makes the legal calls and signs off on settlements. Because most personal injury cases settle before a lawsuit is filed, the quality of their file work often decides how fast a case resolves and how much the client recovers.

These are the core duties most firms list for this position:

  • Open new case files after intake and send letters of representation to insurers
  • Monitor each client's medical treatment and follow up on missed appointments or gaps in care
  • Request, track, and organize medical records, bills, police reports, and wage loss documentation
  • Communicate with insurance adjusters on property damage, PIP or MedPay, and bodily injury claims
  • Build demand packages with treatment summaries and damages calculations for attorney review
  • Log settlement offers and counteroffers and keep the attorney updated on negotiations
  • Identify and confirm liens from health insurers, Medicare, Medicaid, and medical providers
  • Prepare files for transfer to the litigation team when a claim can't be resolved pre-suit

Pre-Litigation Case Manager Job Description Templates

Use any of the templates below to post an open pre-litigation case manager role. Each template is copy-paste ready and written for a specific hiring context.

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*The information provided on this page is for general informational purposes only. Legal Soft is not your legal or employment advisor and is not responsible for any job descriptions created using this content. The templates provided are starting points and should be reviewed and customized by qualified legal or HR professionals before use.

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