Case Manager

Minimum 2 to 3 years of hands-on California probate and estate experience Proficiency in Clio for running dockets, automating forms, and documentation Demonstrated ability to deliver results in a fully remote environment Familiarity with personal injury workflows (discovery, demands, settlement) Skilled with e-filing, publication requirements, bonds, notices, and court logistics Ability to take full responsibility for cases and resolve obstacles proactively Strong verbal and written communication skills Spanish fluency is a plus

Lead California probate and estate cases from petition to final distribution Handle e-filing, coordinate with court clerks, track hearings, and ensure deadlines are met Maintain case calendars, ticklers, and tasks in Clio Generate retainer agreements, releases, and court forms in Clio Draft demand packages, assist with discovery, and prepare settlement documentation Serve as the client's main point of contact Manage communication with publication outlets, bond providers, and referral partners Measure progress against court deadlines, client satisfaction, and revenue milestones