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Legal Case Matching Specialist

Remote / Online - Candidates ideally in
Houston, Harris County, Texas, 77246, USA
Listing for: LegalEASE, A Legal Access Company
Remote/Work from Home position
Listed on 2026-09-18
Job specializations:
  • Law/Legal
    Legal Secretary
Salary/Wage Range or Industry Benchmark: 35000 - 45000 USD Yearly USD 35000.00 45000.00 YEAR
Job Description & How to Apply Below

Benefits:

  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Vision insurance
  • Wellness resources
Job Purpose:

We are looking for a detail oriented, efficient individual who can derive a sense of pride and fulfilment in work well done. This role is an entry level position with the purpose of working with network attorneys to successfully match with clients for legal representation. The role works in a call center environment handling inbound and outbound calls from and to providers and is expected to consistently maintain metrics/KPI’s as defined by management.

What you will do:
  • Analyze Case Profile
  • Contact Member Specialist or Manager for any additional information
  • Search for a Provider using the CMS search function and proper procedures
  • Confirm Provider is properly credentialed and approved
  • Makes phone calls to Providers for case matching;
    All actions and information concerning matching must be documented within the case
  • A minimum of five (5) match attempts must be made daily per case
  • Confirmation of all matching points must be satisfied: distance, timeliness of referral, benefits, costs, area of practice, and member preferences/needs
  • Send proper confirmations to Provider
  • Send all proper documents to Provider (i.e. Questionnaire and Contract)
  • Notate all applicable information into each case within the CMS
  • Properly update the Attorney Database
  • Communicate effectively and in a timely fashion with customers, teammates, and management
  • Complete a Daily Status Updates when referrals are not ready the same day or the next day, so that the information can be communicated to the member
  • Respond to all phone messages and emails within two (2) business hours
  • Report daily activity, using the standard Daily Report format
  • Assist with status updates, providing referrals, and making follow up calls as needed when call volume or staffing issues require
You will do it using your:
  • Excellent verbal and written communication skills.
  • Ability to take ownership of project.
  • Ability to meet aggressive deadlines while maintaining a positive attitude.
  • Ability to work under pressure and follow through on tasks.
  • Strong organizational skills, Ardent, with an applicable sense of urgency.
  • High attention to detail and proven ability to manage multiple, competing priorities simultaneously with minimum supervision.
  • Ability to build relationships with leadership team/department heads
  • Ability to maintain in-depth working knowledge of LegalEASE’s systems and processes.
Basic Qualifications:
  • High School Diploma, College Degree preferred
  • Must demonstrate strong customer service skills, displaying sound judgement and decision-making
  • Must manage customer expectations by resolving issues in a timely manner
  • Must plan work appropriately and balance multiple priories
  • Excellent communication skills, both written and verbal
  • Must maintain the highest level of professionalism
  • Microsoft Office proficiency
Our Offering:
  • Culture built on Trust, Respect, and Integrity
  • Hybrid Schedule
  • Environment that supports the personal drive for excellence
  • Access to robust Medical, Dental insurance and legal benefit plans
  • Training and Development opportunities
  • Paid vacation
  • Paid Holidays
  • Free Fitness Center on property
  • 401 (k) Retirement plan
Work Authorization/Security Clearance:
  • Candidate must have valid work authorization for the U.S.
  • A criminal background investigation is conducted on every Legal Access Plans employee.
  • All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
AAP/EEO Statement:

Legal Access Plans is an equal opportunity employer.

Flexible work from home options available.

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