Hire the Best Virtual Case Management VCM Specialists
in the United States

Are you looking for a bilingual intake expert who can help your law firm convert leads into qualified clients, improve first impressions, and streamline the intake process? I’m Roger Perez, a legal intake and customer service specialist with over 8 years of experience supporting U.S. law firms and BPO clients. I help businesses like yours qualify leads faster, retain more clients, and deliver an exceptional intake experience—in both English and Spanish. 🔹 What You Get Working with Me: High-quality client intakes (PI, med mal, workers’ comp, etc.) Empathetic service that builds trust from the first call Fluent bilingual communication Full remote setup with fast response times and zero tech issues Tech-savvy: familiar with Litify, Slack, Genesys, RingCentral, Outlook, Microsoft Office, CRMs, and more 💬 “Roger made our intake flow smoother and more efficient. He connects with clients right away and knows exactly what questions to ask. We trust him completely with our first impressions.” – Former Law Firm Manager I’m based in Florida and available to support your team remotely. If you're looking for someone who can make your clients feel heard, streamline your workflow, and support your growth, I’m here to help. Let’s work together!

I'm an independently licensed Florida claims adjuster with a senior claim law associate designation. I spent a lot of my career doing insurance fraud investigations related to commercial liability and property claims. Services provided: • Property Management/Preservation services in Jacksonville Fl. • Investigative Research and Skip Tracing (Real Estate and Online Sellers)

With 25+ years of legal experience, including service as a U.S. Probation Officer, Juvenile Probation Officer, Courtroom Clerk, and Client Intake Specialist, I bring a rare combination of legal knowledge, client communication expertise, and operational problem-solving. My career has been built on interviewing, gathering accurate information, building rapport, and managing sensitive, high-stakes situations. I have interviewed hundreds of individuals facing crisis, trauma, mental health challenges, substance use issues, and emotionally charged legal matters—skills that translate naturally into exceptional legal client intake and qualification. Today, I specialize in legal client intake, plaintiff screening/qualification, client communication, and intake workflow optimization. My experience includes: • Screening and qualifying prospective clients • Conducting legal intake calls and gathering detailed case/client information • Scheduling consultations and managing follow-up • Client communication and relationship management • Supporting smooth handoff from first contact through case onboarding • Identifying intake bottlenecks, workflow breakdowns, and operational inefficiencies that impact client experience and staff productivity I have hands-on experience with: Plaintiff matters: nursing home negligence, wrongful death, personal injury intake exposure Estate / elder law: prospective client intake, consultation scheduling, client communication Legal operations support: case onboarding workflows, CRM management, legal data migration, process troubleshooting Technology experience includes: CRMs / Case Management: Clio Grow, Filevine, Litify, SmartAdvocate, Zoho, CasePeer, MyCase, internal government databases Court Systems: CM/ECF, PACER Communications: RingCentral, Teams, Zoom Productivity: Microsoft 365, Google Workspace, scheduling systems, reporting, database management What sets me apart is that I don’t just handle intake—I understand how legal workflows succeed or fail. If your firm needs an experienced legal professional who can communicate effectively with prospective clients, manage intake efficiently, and identify process improvements, I bring decades of proven legal experience.

HIPPA-Compliant Medical Virtual Assistant-RN proficient in EMR/EHR data entry, medical records retrieval + tracking, patient intake, calendar management and Personal Injury legal support. Improving workflows while saving practices hundreds of admin hours per month. Healthcare providers, health tech start ups and Personal Injury firms bring me onboard when administrative tasks are falling behind operations. I’m a Registered Nurse and Certified Case Manager with 15+ years of clinical and healthcare administrative experience; HIPAA compliant intake, EHR data entry, and case management workflows, done the right way. Support for healthcare providers: * Patient intake * Appointment scheduling * EHR/EMR data entry * Insurance verification * Prescription refill management * Inbox management * Quality Assurance Management Support for healthcare providers tech start ups: * SOP development * Workflow optimization * Data entry * App/EMR testing + validation * Calendar management * Data Annotation * Quality Assurance Management Support for PI firms: * Medical record summaries * Medical records retrieval + tracking * Case Management * Case intake Healthcare Content Writing I write for health tech companies, digital health startups, and clinical organizations that need content their audience can trust: SEO-optimized clinical blog content, patient education materials, white papers and thought leadership, UX copy for health apps and patient portals, and case studies or service pages for healthcare businesses. If your team needs someone who can move between clinical accuracy and operational execution without a learning curve, let’s talk about what you’re working on.

I help law firms run more efficiently and get paid for the work they're already doing. After 15+ years working inside law firms across practice areas like estate planning, personal injury, family law, and litigation, I know exactly where firms lose time and leave money on the table. I built Sunshine Legal Pro to fix both. I work with solo practitioners, small firms, and growing practices that need someone who can assess what's broken, build what's missing, and actually implement the solution — not just hand over a report. What I do: 1. Fractional COO & Operations Ongoing operational leadership for firms that need structure without a full-time hire. I step in as your operations lead — managing workflows, SOPs, staff processes, and strategic planning on a consistent basis. For firms that need a clear-eyed outside perspective — operational assessments, process improvement, growth planning, and staff development. Available as a flat monthly engagement; pricing based on scope. Starting at $3,000/m. 2. Billing Specialist Services Full-cycle billing support: client invoicing, collections, AR management, and billing procedure development. I've seen how much revenue firms lose to inconsistent billing — I clean that up. Flat monthly fee based on caseload. 3. Technology Implementation I implement and integrate legal tech tools your firm will actually use — Clio, MyCase, Gavel-io, Lawmatics, Lawcus, Filevine, Zapier, Make, and more. Setup, training, and ongoing maintenance available. Flat fees depending on scope. 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐏𝐫𝐨𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲: • ⚙️ Clio • ⚙️ MyCase • ⚙️ Gavel-io / Gavel • ⚙️ Lawmatics • ⚙️ Lawcus • ⚙️ Filevine • ⚙️ Zapier • ⚙️ Make • ⚙️ Trainual • ⚙️ Trello • ⚙️ Monday-com • ⚙️ Google Workspace • ⚙️ Microsoft Suite • 🔧 And More! 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞 𝐀𝐫𝐞𝐚𝐬 𝐈 𝐡𝐚𝐯𝐞 𝐢𝐧-𝐝𝐞𝐩𝐭𝐡 𝐤𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞 𝐚𝐛𝐨𝐮𝐭: • 🏛 Estate Planning • 🏛 Probate and Trust Administration • 🏛 Guardianship • 🏛 Personal Injury • 🏛 Litigation • 🏛 Family Law • 🏛 Bankruptcy A few things that set my work apart: Every engagement is founder-led. When you hire Sunshine Legal Pro, you work directly with me — not a subcontractor who read your onboarding doc once. I bring a small, experienced support team, but I'm in every project. I don't do one-size-fits-all. Law firms are not interchangeable. A 2-attorney estate planning firm has different problems than a 15-person litigation shop. I assess before I recommend. I've been on your side of the desk. I didn't come up through consulting — I came up through legal operations. That means I understand the pressure attorneys are under, and I build solutions that actually hold up in practice. Ready to talk? Send me a message and tell me what's not working at your firm. I'll tell you honestly whether I can help — and how.

Customer Support Specialist with 14+ years of experience helping customers, resolving issues, coordinating services, and delivering exceptional client experiences across healthcare, insurance, and administrative environments. My background includes customer support, intake coordination, client onboarding, healthcare operations, insurance claims, scheduling, CRM management, and administrative support. I specialize in helping organizations create a seamless experience for their customers while keeping operations organized and running smoothly behind the scenes. 📞 Customer Support & Client Experience I have extensive experience supporting clients through phone, email, chat, and text communication. My work includes client onboarding, intake coordination, appointment scheduling, insurance verification, issue resolution, referral management, and ongoing customer support. Currently, I work as a Referral & Community Outreach Coordinator for BayRidge Effective Therapy, where I support prospective and existing clients, coordinate scheduling, manage follow-up communications, maintain CRM records, and ensure clients receive timely and professional service. I regularly collaborate with clients, providers, and referral partners while managing multiple priorities in a fast-paced environment. My communication style is professional, personable, and solution-focused. I believe in building trust and creating a positive experience with every interaction. 🏥 Healthcare & Insurance Operations My healthcare background includes several years with Humana and Centene Corporation. At Humana, I worked in Clinical Services and as a Failed Claims Analyst, supporting members, researching claim denials, resolving complex insurance issues, and ensuring accurate claim resolution. At Centene Corporation, I processed prior authorizations and coverage determinations for Medicare and Medicaid members, requiring strong attention to detail, compliance, documentation, and time management. This experience has made me highly skilled at managing sensitive information, navigating complex processes, and maintaining accuracy under pressure. 💼 Administrative Support & Operations In addition to customer support, I provide administrative and operational support including scheduling, email management, calendar coordination, CRM updates, referral tracking, document management, lead follow-up, and workflow organization. I am highly organized and comfortable managing multiple priorities while maintaining professionalism, responsiveness, and attention to detail. ✅ Services I Can Support • Customer Support (Phone, Email & Chat) • Client Onboarding & Intake Coordination • Appointment Scheduling • CRM Management • Email Management • Calendar Management • Administrative Support • Data Entry & Documentation • Healthcare & Insurance Administration • Claims & Prior Authorization Support • Insurance Verification • Referral Coordination • Lead Follow-Up • Community Outreach & Relationship Management • Document & File Organization 📊 Results & Strengths ✔️ 14+ years of customer service and administrative experience ✔️ Extensive healthcare and insurance operations background ✔️ Strong client communication and relationship-building skills ✔️ Experienced managing high-volume workloads ✔️ HIPAA-compliant handling of sensitive information ✔️ Detail-oriented, organized, and dependable ✔️ Proactive problem solver with excellent follow-through 🛠️ Tools & Systems Salesforce • Zendesk • SimplePractice • Google Workspace • Microsoft Office • Outlook • Microsoft Teams • Slack • Calendly • CRM Platforms • EHR Systems If you're looking for a dependable Customer Support Specialist who can communicate professionally with clients, resolve issues efficiently, manage complex workflows, and provide exceptional service, I'd love to help. 📩 Send me a message to discuss how I can support your business.