Case Manager

Job not on LinkedIn

October 29

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

👔 Manager

🚫👨‍🎓 No degree required

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Crisp Professional Development

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Education • HR Tech • Coaching

Crisp Professional Development is an organization focused on enhancing professional skills through various training courses. They offer a wide range of programs including leadership, management, communication, and HR courses designed for individuals and teams. As an accredited center for the Institute of Leadership and Management (ILM), Crisp is committed to delivering bespoke development opportunities that cater to the unique needs of their clients, ultimately aiming to make a positive difference in their professional lives.

11 - 50 employees

Founded 1990

📚 Education

👥 HR Tech

📋 Description

• Probate Case Management: Lead California probate and estate cases from petition to final distribution, including DE111 petitions, DE121 notices, DE147, bonds, publication requests, notices to government agencies, and heir communications. • Court Filing & Deadlines: Handle e-filing through One Legal, coordinate with court clerks, track hearings, and ensure all deadlines are met without exception. • Docket Oversight: Maintain accurate case calendars, ticklers, and tasks in Clio. Run weekly docket reviews with the attorney and assistant to keep cases moving. • Form & Document Preparation: Generate retainer agreements, releases, and court forms directly in Clio. Upload, organize, and manage case files for full transparency. • Personal Injury Support: Draft demand packages, assist with discovery plans, prepare interrogatories and requests for admission, and help with settlement documentation. • Client Communication: Serve as the client’s main point of contact, providing regular updates, collecting documents, and ensuring smooth progress from intake to resolution. • Vendor & Referral Coordination: Manage communication with publication outlets, bond providers, reverse mortgage contacts, and referral partners including CRISP Connect. • Performance Tracking: Measure progress against court deadlines, client satisfaction, and revenue milestones. Proactively address risks and keep the attorney informed.

🎯 Requirements

• Probate Expertise: Minimum 2 to 3 years of hands-on California probate and estate experience. Must know the court forms, timelines, and procedures without training. • Clio Proficiency: Comfortable running dockets, automating forms, and keeping thorough documentation in Clio. • Remote Work Success: Demonstrated ability to deliver results in a fully remote environment with limited oversight. • Personal Injury Knowledge: Familiarity with personal injury workflows such as discovery, demands, and settlement preparation is strongly preferred. • Court Filing Skills: Skilled with e-filing, publication requirements, bonds, notices, and court logistics. • Independent Ownership: Ability to take full responsibility for cases, drive progress, and resolve obstacles proactively. • Clear Communicator: Strong verbal and written communication skills with clients, courts, vendors, and team members. • Bilingual Advantage: Spanish fluency is a plus but not required. • Tech-Friendly Mindset: Comfortable with Apple systems, DocuSign, Zoom, and leveraging AI tools for drafting and efficiency.

🏖️ Benefits

• Retirement Plan: 401k program in line with California requirements. • Time Off: PTO and holidays to be structured with the hire. The firm is committed to setting clear and sustainable expectations. • Health Coverage: Flexible and open to discussion, with options shaped around candidate needs and firm growth. • Tools Provided: Access to Clio, DocuSign, Zoom, and Apple-based technology needed to succeed.