- Name the exact tasks, not a generic “legal case manager duties” line
- Include supervision and escalation language tied to Rule 5.3
- See the full hiring process in our how to hire guide.
- Real rate ranges in our pricing guide.
Why Most Legal Case Manager Job Posts Underperform
Generic templates built for a general virtual assistant get recycled for legal case manager roles more often than you’d expect, and it shows in the applicants. “Strong communication skills” and “detail-oriented” could describe almost any office job. A legal case manager post needs to name actual legal tasks, actual software, and the actual supervision structure the role operates inside, or it attracts candidates who are general admin talent with a resume keyword added, not people who’ve done real legal support work.
The template below fixes that. Copy it, adjust the bracketed sections for your practice area and workload, and post it as-is or hand it to your staffing partner as the scope document for sourcing.
The Full Job Description Template
Job Title
Offshore Legal Case Manager – [Practice Area, e.g. Immigration / Personal Injury / Real Estate]
Role Summary
We are hiring a dedicated offshore legal case manager to support our [practice area] practice with case file review, client communication, and docket management, and drafting support. This role works under the direct supervision of our attorneys and does not provide independent legal advice, sign pleadings, or appear in court, consistent with ABA Model Rule 5.3.
Core Responsibilities
- Set up and maintain case files, track deadlines, and flag statute-of-limitations risk for attorney review
- Coordinate medical records, provider follow-up, and discovery documentation for attorney review
- Maintain the firm’s docket calendar, tracking filing deadlines and statute-of-limitations dates
- Draft routine client status updates, settlement tracking notes, and intake correspondence for attorney review
- Organize case files, exhibits, and trial materials in [Clio / MyCase / your case management platform]
- Support client intake, including non-advisory status updates and information gathering
Required Qualifications
- [2+ years, adjust by seniority] of legal case manager or legal process outsourcing experience
- Demonstrated proficiency in [your case management software, e.g. Clio, MyCase, Relativity, iManage]
- Written English proficiency sufficient for client-facing correspondence drafting
- Availability to work [your required hours/time zone overlap]
- Willingness to sign a confidentiality and data-handling agreement as a condition of employment
Software and Tools
[List your actual stack: case management platform (Clio, Filevine, Litify, CASEpeer, MyCase), e-signature software, communication tools like Slack or Microsoft Teams]
Supervision Structure
This role reports directly to [supervising attorney / legal case manager manager]. All work product is reviewed before filing or client delivery. New hires complete a shadowing period on closed or anonymized files before handling active matters independently.
How to Adjust It by Practice Area
Immigration practices should swap generic “docket management” for form preparation experience (I-130, I-485, and similar), USCIS filing deadline tracking, and client intake volume handling. Personal injury practices should emphasize medical-provider liaison experience and demand package coordination. Real estate practices should name title and closing coordination specifically. The more precisely the responsibilities section matches your actual caseload, the fewer unqualified applications you’ll have to screen out.
The Supervision Language Firms Forget
General job board templates skip the supervision clause entirely more often than not, since it’s not relevant to a typical office role. For a legal case manager position, offshore or not, it’s the single most important paragraph in the posting. It sets expectations with the candidate from day one that this is attorney-supervised work, not independent legal practice, and it gives your firm a documented record that the scope was communicated clearly, which matters if the engagement is ever questioned under state bar rules.
Frequently Asked Questions
Should the job description mention offshore or remote status explicitly?+
Yes, state the location and time zone expectation clearly. Candidates filtering for remote or offshore roles specifically will self-select appropriately, and it avoids a mismatch later over working hours.
Do I need a lawyer to review this template before posting it?+
This template reflects general supervision principles under ABA Model Rule 5.3, but state bar rules vary, so have your firm’s ethics counsel or managing partner confirm the supervision language matches your jurisdiction’s specific requirements before posting.
Can I use this same template for an in-house hire instead of offshore?+
Yes, the core responsibilities, qualifications, and supervision language apply regardless of where the legal case manager is based. Only the time zone and offshore-specific confidentiality language would change for an in-house posting.
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