CASE ANALYST JOB DESCRIPTION

A Case Analyst handles something deceptively difficult: turning incomplete, disputed, or voluminous legal records into decisions that hold up to scrutiny. In government legal and federal contracting environments, that means working within structured case management systems, across matters that may span from intake through trial or final disposition. The role sits inside multi-disciplinary teams - answering to attorneys, branch directors, or contracting officers - and is evaluated on both the accuracy of its case determinations and the speed at which open matters move. Paralegal certification or its equivalent is a threshold requirement that distinguishes this seat from adjacent analyst titles.

As the Case Analyst, you are responsible for the intake, tracking, analysis, and resolution support of active legal or program cases within a government or federal contracting environment, ensuring each matter progresses accurately and on schedule. You operate within a structured team under the direction of attorneys, case managers, or government contracting officers, managing a portfolio of concurrent cases with defined throughput expectations.

Career Impact: Sustained work as a Case Analyst in federal legal or defense contracting environments builds the case management depth and government clearance history that advance into Senior Analyst, Paralegal, or Program Manager tracks.

Business Impact: Attorneys, contracting officers, and branch directors depend on the accuracy of your case records and analysis to make enforceable decisions - errors at this level propagate through trial, appeal, or contract award.

Growth Opportunity: Exposure to matters spanning immigration, civil litigation, and federal acquisition broadens the domain portfolio that makes a Case Analyst competitive for senior legal operations or program management roles.

• Review case files, legal documents, and program records to identify gaps, inconsistencies, and required follow-up actions.
• Conduct structured interviews with attorneys and stakeholders to gather complete, consistent case information.
• Maintain and update case data within legal or program management databases to reflect current status and dispositions.
• Analyze computer-generated reports for data anomalies and recommend corrective actions to improve record integrity.
• Prepare and process case disposition forms, closure documentation, and stage-transition paperwork within required timeframes.
• Draft training materials, job aids, and procedural documents to support user adoption and operational consistency.
• Coordinate case study working groups, including scheduling, agenda preparation, and meeting documentation.
• Respond to data calls and reporting requirements on daily, monthly, quarterly, and annual cycles.

• Bachelor's degree in legal studies, public administration, or a related field, or equivalent work experience.
• 2 or more years of research and analytical experience in a legal, government, or federal contracting environment, with demonstrated case management responsibility.
• Paralegal Certificate or equivalent combination of legal training and verified professional experience.
• Experience tracking legal matters from inception through trial, appeal, or final disposition or closure.
• Demonstrated ability to apply rules and procedures accurately and consistently across concurrent case portfolios.
• Strong written and oral communication skills, including preparation of formal reports and procedural documentation.
• Organizational discipline to complete follow-up actions within defined timeframes, such as 5-business-day interview cycles.
• Ability to obtain or currently hold a government security clearance at the Secret level or above.

• Experience supporting federal acquisition, DHS or DOD program processes, or the Joint Requirements Integration Management System.
• Familiarity with immigration processes, corporate immigration filing workflows, or multi-jurisdictional legal proceedings.
• Demonstrated ability to conduct gap analyses, capability studies, or process reengineering assessments in a government context.
• Prior experience delivering one-on-one or group user training within a legal or federal program environment.

• Case throughput rate, measured against a defined weekly interview or resolution target.
• Follow-up action completion rate within the required 5-business-day window.
• Data accuracy rate in case management records, assessed through audit of anomaly and error reports.
• Proportion of case dispositions completed without rework or escalation due to documentation gaps.
• Working group coordination cycle time, from scheduling through delivery of meeting documentation.
• Typical tools: legal case management systems (commonly CIMS or equivalent); productivity suites (commonly MS Word, Excel, PowerPoint, MS Project).

• Base Salary Range: $55,000 to $80,000 annually, varying by clearance level and agency.
• Bonus: Performance-based annual bonus, typically 3% to 7%.
• Equity: Not typical for this sector; may apply in consulting firm contexts.
• Health Benefits: Medical, dental, and vision; federal contractor plans often mirror government-equivalent coverage.
• PTO: 10 to 15 days annually plus federal holidays.
• Common Perks: Clearance sponsorship, continuing legal education support, flexible scheduling on deadline-driven contracts.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including criminal history and, where applicable, credit and security clearance verification, are a condition of employment for all positions. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process. Candidates must be authorized to work in the United States.

The Case Analyst owns the review of medical and billing documentation and collection of information from disputing parties to support resolution of payment disputes under the No Surprises Act, working as a member of a multi-disciplinary team alongside IDREs and project leadership. This Case Analyst role enables accurate eligibility determinations and timely case resolution for federal government and IDRE partners by synthesizing complex documentation into actionable findings.

Key Responsibilities

• Collaborate with IDREs and project leadership to obtain, review, and discuss case files to ensure comprehensive understanding of payment disputes.
• Work within a team of Analysts to meet productivity goals for triaging and resolving open disputes, serving as escalation point for complex situations.
• Propose recommendations regarding eligibility and other dispute-related determinations.
• Identify and fill gaps in documentation and materials needed for expeditious case resolution.
• Summarize information and communicate findings in writing and verbally to internal and external partners.
• Research and develop guidance in the form of training materials, job aids, and operational documents.
• Maintain awareness of current policy and regulations and proactively identify downstream impacts and offer solutions.
• Adhere to customer and company standards, processes, and requirements.
• Provide technical knowledge and analysis of specialized documentation and implementation advice on complex problems.
• Assist in performance of an "as-is" state assessment, identify areas for improvement, and prepare recommendations.

Required Qualifications

• Bachelor's degree and 8+ years of experience required; Master's degree in Healthcare Administration, J.D., or equivalent preferred.
• Must be a US citizen or authorized to work and lived in the US for 3 of the last 5 years; must obtain a Federal government client badge and pass a Public Trust background investigation.
• Experience in facilitation, training, data collection, data analysis, process reengineering, and identifying best practices.
• Legal or contractual experience in a healthcare setting preferred.
• Working knowledge of the No Surprises Act preferred.
• Strong analytical and critical thinking skills with demonstrable ability to make decisions based on complex information; ability to work in a fast-paced environment with short turnaround times.
• Proficiency in Microsoft Office Suite including Word, Excel, and PowerPoint; ability to learn new workflow systems and web-based applications.
• Outstanding written and oral communication skills.
• Ability to understand and maintain federal security and privacy standards.

Reporting to Civil Division leadership, the Case Analyst delivers accurate, complete case records by conducting structured attorney interviews, maintaining case databases, and processing disposition documentation across active civil matters. Partnering with attorneys, branch directors, and COR personnel, this Case Analyst supports case tracking and user training to ensure consistent and timely resolution of civil proceedings.

Core Functions

• Manage frequent contact with the COR, attorneys, branch directors, and other Civil Division personnel.
• Brief attorneys on how to use CIMS and its associated modules and assist them with related functions.
• Interview attorneys at multiple building locations and gather, maintain, and update current and complete case information in the application or database.
• Complete a minimum of 10 interviews per week and complete follow-up actions within 5 business days of interviews.
• Prepare and process Civil Division forms that dispose a stage or close a case.
• Analyze computer-generated reports for omissions, inconsistencies, and anomalies in the data and recommend corrective reports.
• Research and analyze case documents and tools such as Lexis to resolve database problems or update data.
• Enter data into the application or database and maintain weekly work reports.
• Provide user support for CIMS, case tracking, and disposition and closure procedures, includes writing procedures and providing user training (one-on-one or group sessions).

Qualifications & Experience

• B.S. or B.A. degree.
• Paralegal Certificate required; equivalent legal training and experience may be accepted as a substitute.
• Research and analytical experience in a legal environment.
• Experience with courts and legal matters from inception through trial, appeal, or resolution.
• Strong working knowledge of MS Word and MS Excel.
• Excellent written and oral communication skills with outstanding interpersonal skills for working with all levels of personnel.
• Proven track record of consistent and accurate application of rules and procedures; excellent organizational skills with attention to detail.
• Flexibility to work effectively on multiple projects simultaneously; ability to think innovatively and proactively.
• Professional maturity, independence, and initiative to complete assignments beyond minimal requirements.

Embedded within the US Immigration team, the Immigration Case Analyst/Case Manager shapes client relationships and case progression by preparing and filing application packages, tracking active case statuses, and coordinating with back office teams and analysts. Working closely with case managers and administrative staff, this role advances the delivery of corporate immigration services and supports clients through evolving immigration processes and deadlines.

Primary Duties

• Provide support as part of the US Immigration team.
• Assist case managers with preparing, filing, and drafting application packages.
• Assist tracking active case statuses.
• Develop effective client relationships.
• Delegation and coordination with back office teams and analysts.
• Assist with any other administrative tasks as required.

Skills & Qualifications

• Law Clerk or Legal Assistant diploma from an accredited institute.
• 2+ years of in a corporate immigration role.
• Demonstrates understanding of immigration processes and current immigration developments.
• Excellent attention to detail.
• Ability to work in a fast-paced and deadline-driven environment.
• Proficiency with Microsoft Office (Word, Outlook, Excel, PowerPoint).
• Strong verbal and written communication skills.
• Ability to prioritize tasks based on urgency.

Sitting at the intersection of research analysis and federal program consulting, the Case Analyst leads the development of Capability Analysis Study Plans and Reports, supporting government clients in identifying capability gaps and risk mitigation strategies across defense, intelligence, and law enforcement missions. Operating across working group coordination, data calls, and process evaluation, this Case Analyst enables civilian and federal agency clients to align operational capabilities with strategic objectives.

Duties

• Provide research writing of detailed Capability Analysis Study Plans and Reports on a variety of topics and coordinating case study working groups.
• Review, analyze and evaluate processes to determine optimal courses of action to address capability gaps and formulate the processes to parallel overall business strategies.
• Work closely with the Government and SME's to facilitate and support case study working groups.
• Provide case study working group scheduling and coordination support, and development and maintenance of documentation (agendas, schedules, presentation decks, meeting minutes) to the working group.
• Participate in relevant work group meetings or any other events that supports the organization's defined mission capabilities needs process.
• Conduct risk assessments and identify risk mitigation strategies.
• Conduct critical analysis on multiple topics and data sets, draw conclusions, and provide results and recommendations.
• Respond to daily, monthly, quarterly and annual data calls as required.
• Other tasks as assigned.

Experience & Qualifications

• Six years of relevant experience in conducting gap analyses and case studies or other related research and analysis activities.
• BA / BS Degree from an accredited College or University.
• Minimum of Secret clearance is required. Cleared candidates with a current DHS and/or TSA badge will be evaluated higher.
• Strong analytical and organizational skills with excellent written and verbal communication skills.
• Proficient skills in Microsoft Excel, Word, and PowerPoint, and MS Project and MS Visio.
• Understanding of DHS and DOD Acquisition Processes or the Joint Requirements Integration Management System is a plus.
• Commitment to providing the best service and solutions possible to meet our client's mission needs.
• Ability to work on a flexible schedule and potentially more than 40 hours in a week when required to meet client deliverables / timelines.