Case Manager
Crisp Recruit
United States
October 30, 2025
Apply NowAre you the kind of legal professional who finds fulfillment in guiding clients through important legal processes with clarity and care?
Do you thrive in a role where you manage a busy caseload, keep deadlines on track, and ensure nothing falls through the cracks?
Can you communicate confidently with clients, courts, and colleagues to keep cases moving smoothly from start to finish?
Are you ready to grow with a firm that values professionalism, collaboration, and meaningful client impact every day?
Final question: When faced with a challenge, do you get excited or run away?
** IMPORTANT: TO APPLY **
If you have any questions, please email recruit@crisp.co only.
- Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.
To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.
**RECRUITERS DO NOT CONTACT**
Leandro H. Duran Law Offices isn’t your average small practice. Based in Walnut Creek, California, this firm brings nearly four decades of legal experience to clients across estate planning, probate, and personal injury. With a reputation for results and a commitment to empowering lives through legal excellence, the practice combines technical precision with a client-first approach that has made a lasting impact in the Bay Area community.
Founded and led by attorney Leandro H. Duran, the firm has deep roots in both the personal injury and estate planning fields and continues to expand its reach with the support of dedicated team members.
To support this vision, the firm is hiring a Case Manager to take ownership of case progression, from probate petitions and personal injury demands to court deadlines and client communications. This role is ideal for a driven professional who is ready to step in with expertise, initiative, and the ability to make an immediate impact.
What you’ll do:
- 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.
What we’re looking for:
- 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.
Why you should work here:
- Immediate Contribution: Your probate expertise will make an instant impact, relieving pressure on the attorney and improving client outcomes.
- Autonomy with Trust: Take ownership of cases and build processes that set the firm up for long-term success.
- Career Growth: Join at a key stage of expansion, with opportunities to shape the firm’s operations and grow into leadership.
- Direct Access: Work side by side with a seasoned trial lawyer and a dedicated assistant in a collaborative, supportive environment.
- Remote Flexibility: Enjoy the freedom to work from anywhere while still being accountable for results.
- Mission-Driven Practice: Be part of a firm that empowers lives through legal excellence and has a strong legacy in both the personal injury and estate planning fields.
Additional perks:
- 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.
If you’re looking for a role where you can coast, this is not it. At Leandro H. Duran Law Offices, we tackle complex cases with precision, urgency, and care because our clients deserve nothing less. We believe success comes from discipline, initiative, and a relentless drive to do things the right way. We are not looking for someone to just fill a seat. We are looking for someone who takes ownership, delivers results, and wants to be part of building something bigger.