Auditor

** Remote – Full-Time Schedule: U.S. EST Time Zone

About the Role

The Auditor is responsible for reviewing case files, auditing CRM activity, monitoring workflow compliance, and ensuring adherence to internal procedures and documentation standards.

This role combines case file auditing, workflow compliance monitoring, operational quality control, reporting and analysis, process oversight, and documentation review. The position serves as an independent quality control function within the firm, identifying deficiencies, compliance gaps, workflow inconsistencies, and operational improvement opportunities. A legal background is not required; the role is designed for an analytical, detail-oriented professional with experience in auditing, compliance, or operational review functions.

Key Responsibilities

Case File Review & CRM Auditing

• Run CRM reports to monitor case activity and workflow progression.

• Review active case files for:

  • Documentation completeness
  • Workflow compliance
  • Timely updates
  • SOP adherence

• Verify that required actions and milestones are completed accurately.

• Identify missing, incomplete, or inconsistent information.

• Document audit findings and escalation items.

• Maintain quality control standards across departments.

Workflow Compliance & Operational Oversight

• Monitor case progression and workflow execution.
• Review department activity to ensure compliance with firm procedures.
• Identify workflow bottlenecks, delays, and process gaps.
• Track staff adherence to internal procedures, SOPs, and documentation standards.
• Support leadership with operational visibility and accountability.
• Escalate issues requiring management intervention.
• Participate in operational improvement initiatives.

Audit Reporting & Documentation

• Maintain detailed audit workpapers and review documentation.

• Create and update:

  • Audit logs
  • Compliance trackers
  • Excel-based reports
  • Review summaries

• Prepare findings reports for leadership review.

• Track remediation efforts and follow-up actions.

• Maintain organized audit records and supporting documentation.

Quality Assurance & Continuous Improvement

• Identify recurring deficiencies and compliance trends.

• Support the development of:

  • Audit checklists
  • Review frameworks
  • Quality control standards

• Assist with process improvement initiatives.

• Recommend workflow enhancements based on audit findings.

• Support operational excellence and consistency across departments.

Cross-Departmental Support

• Assist with internal operational reviews.
• Support compliance monitoring initiatives.
• Participate in special projects and process improvement efforts.
• Collaborate with multiple departments to improve workflow adherence.
• Provide administrative and operational support as needed.

Qualifications

Required

• Previous experience in:

  • Auditing
  • Compliance monitoring
  • Operational review
  • Quality assurance
  • Internal controls

• Advanced Microsoft Excel proficiency.

• Strong analytical and problem-solving skills.

• Exceptional attention to detail.

• Strong written communication skills.

• Ability to manage multiple priorities simultaneously.

• Experience working independently in a remote environment.

• Strong organizational and documentation skills.

• Ability to learn new CRM and reporting systems quickly.

Preferred

• Experience in:

  • Legal operations
  • Law firms
  • Professional services
  • Compliance environments

• Familiarity with legal case management systems.

• Experience creating:

  • Audit frameworks
  • Compliance checklists
  • Operational reports

• Experience identifying trends within large datasets.

Core Competencies

• Attention to detail
• Analytical thinking
• Compliance mindset
• Organization and documentation
• Accountability
• Process improvement
• Time management
• Independent execution

Typical Work Day

A typical workday may include:

• Running CRM reports and reviewing case activity.
• Auditing assigned case files for compliance and accuracy.
• Updating audit logs and Excel trackers.
• Documenting deficiencies and findings.
• Escalating workflow issues and inconsistencies.
• Maintaining audit documentation and workpapers.
• Preparing summaries and reports for leadership.
• Supporting operational oversight initiatives.

Typical Workweek

A typical workweek includes:

• Conducting ongoing case file audits.
• Monitoring workflow compliance across departments.
• Maintaining audit tracking systems and reports.
• Participating in team check-ins and review meetings.
• Preparing compliance and quality control summaries.
• Supporting operational improvement projects.
• Organizing audit documentation and records.

Performance Evaluation & Accountability

Performance is evaluated based on:

• Accuracy of audit reviews.
• Timeliness of completed assignments.
• Quality of documentation and workpapers.
• Identification of compliance issues.
• Reporting accuracy.
• Responsiveness and follow-through.
• Organizational consistency.
• Contribution to process improvements.

Key Performance Indicators (KPIs)

Success in the role is measured through:

• Zero material audit errors.
• Timely completion of audit assignments.
• Accuracy and completeness of audit documentation.
• Compliance deficiencies identified and reported.
• Quality and organization of Excel reports.
• Responsiveness to follow-up requests.
• Maintenance of organized audit records.
• Contribution to operational quality improvements.

Reporting Structure

The Auditor functions as an independent quality-control resource while supporting leadership with operational visibility, compliance monitoring, reporting, and escalation of issues requiring management intervention. The role collaborates across multiple departments and participates in operational improvement initiatives.

Software & Tools

The Auditor is expected to work with:

• Microsoft Excel — Advanced
• CRM Platform
• Microsoft Office Suite
• Microsoft Word
• Microsoft Outlook
• Google Workspace
• Google Drive
• Google Sheets
• Gmail
• Zoom
• Google Meet
• Microsoft Teams
• Cloud Storage Platforms

90-Day Onboarding Plan

Phase 1: Foundation & Systems Training — Days 1–30

Focus: Learn firm workflows, systems, documentation standards, reporting expectations, and audit procedures.

During this phase, the Auditor will:

• Learn firm workflows.
• Become familiar with CRM structure.
• Learn documentation standards.
• Understand reporting expectations.
• Learn audit procedures.
• Begin reviewing case files under supervision.

Phase 2: Independent Auditing & Reporting — Days 31–60

Focus: Transition into independent audit execution and reporting.

During this phase, the Auditor will:

• Assume ownership of assigned audits.
• Prepare compliance reports.
• Maintain audit logs.
• Demonstrate consistent quality and accuracy.

Phase 3: Full Operational Ownership — Days 61–90

Focus: Operate independently with minimal oversight.

By this stage, the Auditor should be able to:

• Independently manage audit assignments.
• Identify workflow improvement opportunities.
• Deliver high-quality reporting.
• Operate with minimal oversight.

Work Environment

• Fully remote position.
• Reliable high-speed internet required.
• Dedicated, distraction-free workspace required.
• Modern computer capable of handling large Excel files and CRM systems.
• Dual-monitor setup strongly preferred.
• Availability aligned with U.S. business hours.
• Strong communication and responsiveness required.

About the Company

The company is a high-volume personal injury law firm serving clients across multiple states, including Georgia, Alabama, Tennessee, Texas, Ohio, Illinois, Missouri, and North Carolina.

The firm reports having recovered more than $250 million for clients and handled over 65,000 cases through a client-focused, 24/7 service model.

Its practice areas include:

• Motor vehicle accidents
• Truck accidents
• Motorcycle accidents
• Slip and fall claims
• Workplace injuries
• Wrongful death
• Personal injury litigation

The organization operates with multiple departments managing a large volume of active cases simultaneously and requires strong operational oversight to ensure quality, compliance, and workflow consistency.

Final Notes

This role is critical to maintaining operational excellence, workflow compliance, and quality control across a high-volume personal injury law firm.

The Auditor directly impacts:

• Case quality
• Workflow compliance
• Operational accountability
• Documentation accuracy
• Process consistency
• Leadership visibility

Success in this role means:

• Thorough and accurate audits.
• Early identification of workflow issues.
• High-quality reporting and documentation.
• Strong compliance monitoring.
• Consistent operational oversight.
• Continuous improvement recommendations.