Callahan & Fusco, LLC. · 22 hours ago
Case Manager & Intake Specialist
Callahan & Fusco, LLC. is a growing regional law firm specializing in various practice areas including trucking and transportation and insurance defense litigation. The Case Manager & Intake Specialist will manage high-volume matter intake, ensure compliance with ethical standards, and contribute to process improvements within the firm.
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Responsibilities
Case Intake & Matter Setup
Manage daily case intake and batch submissions based on client formats
Accurately open, update, transfer, and reopen matters in FileVine and related systems
Review intake information submitted in varying formats and ensure required data is complete and standardized
Serve as the firm-wide coordinator for matter setup across all jurisdictions
Conflict Checking & Ethical Compliance
Conduct daily conflict searches across FileVine, Rocket Matter, and Microsoft tools
Identify, document, and escalate potential conflicts to firm leadership to ensure ethical compliance
Implement ethical walls or access restrictions when required
Maintain consistency and documentation around conflict review and escalation
Case Management Systems & Data Integrity
Maintain matter records in FileVine and related document management systems
Monitor naming conventions and data accuracy throughout the case lifecycle
Collaborate with attorneys, legal assistants, paralegals to resolve data gaps or inconsistencies
Support matter closures to ensure files are closed timely and accurately
Process Improvement & Standardization
Identify opportunities to improve intake standards and reduce variability
Contribute to automation or workflow enhancement opportunities
Support documentation and adherence to firm-wide intake and case management procedures
Communication & Collaboration
Maintain regular communication with attorneys, support staff, and executive leadership
Identify and escalate risks, workflow delays, and recurring operational issues
Provide guidance on intake processes, system usage, and compliance expectations
Qualification
Required
Experience in legal operations, case management, or law firm administration
Familiarity with case and document management systems
Strong attention to detail and comfort managing high-volume workflows
Clear, professional communication skills, including with leadership
Organized, proactive, and process-oriented mindset
Company
Callahan & Fusco, LLC.
We at Callahan & Fusco, LLC maintain a steadfast commitment to providing our clients with a high level of representation and service.
Funding
Current Stage
Early StageRecent News
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