CEO LAWYER

General Counsel

• Advise leadership on compliance, risk mitigation, and HR policies; draft and negotiate internal contracts; oversee investigations; ensure multi-state employment law compliance.
• Manage employment law cases from pre-litigation through litigation; draft employment-related documents for clients; represent clients in mediations, hearings, and court; contribute to firm revenue growth.
• Ensure all marketing and advertising campaigns comply with State Bar and Professional Responsibility Rules.
• Review and approve all advertising, social media, and promotional content for compliance with legal and ethical standards.

In-House General Counsel, Advertising Attorney

Paralegal

• Drafting complaints and initial discovery
• Forwarding complaints to process servers
• Drafting discovery responses
• Calendaring depositions and leaves of absence
• Assisting in trial preparation

Litigation Paralegal

Manager

• Make introductory calls to new clients and complete case summaries.
• Complete intake/review if the intake department has not completed it yet.
• Conduct "2-Week follow-up calls" to check in with clients every two weeks, follow up on their treatment status, and ensure they are attending their doctors' visits to prevent gaps in care.
• Speak with clients and ensure high satisfaction and responsiveness.
• Obtain original copies of Police Reports (PR).
• Set up claims, including Health Insurance (HI).
• Send out Letters of Representation (LORs).
• Ensure we have clients' Driver’s License, Health Insurance Cards, Pictures of Property Damage, and Injuries.
• Follow up on Declaration Pages from all insurance companies involved and add them to Filevine (FV).
• Follow up with any potential Medical Payments coverage (Medpay) and ensure checks are sent to us directly, not the medical providers.
• Collect Bills and Records and obtain balances for all medical providers.
• Request the Final Lien Amount from the Health Insurance provider (if applicable).
• Set up treatment with providers.
• Keep Filevine updated on the case statuses.
• Keep your Paralegal updated with any issues with clients and maintain constant communication.
• Put notes in every file you are working on (no exceptions).
• Ensure Drop Box and Filevine folders are set up properly.
• Manage medical treatment.
• Draft Letters of Representation (LOR), complete intakes, file claims, and connect clients with medical providers.
• Complete personal injury files from intake to disbursements.
• Compile medical records/bills, negotiate with providers, and prepare demands.
• Draft Letters of Protection (LOP), communicate case details with paralegal/attorney, handle disbursements/checks.
• Forward and arrange calls, emails, faxes, and all correspondence.

Case Manager – Multistate

Attorney

• Handle litigation cases from filing to trial
• Negotiate settlements and draft legal agreements
• Advocate for clients in court, depositions, and mediations
• Build strong client relationships and provide top-tier legal representation

Personal Injury Litigation Attorney

Data Analyst

• Develop a deep understanding of the firm’s operations, departments, and technology stack.
• Design, build, and maintain advanced Power BI dashboards and reports tailored to various departments (e.g., legal, marketing, HR, finance).
• Manage Power BI Service: publish reports, configure data gateways, manage workspace permissions, and schedule data refreshes.
• Integrate and transform data from multiple sources, including: Legal and CRM platforms: Filevine, LeadDocket, HubSpot Microsoft 365 tools: Excel, SharePoint, Teams, OneDrive HR and productivity tools: BambooHR, ActiveTrack.
• Conduct in-depth data analysis to support strategic decisions by attorneys, directors, and executive leadership.
• Automate reporting processes and build scalable, reusable data models.
• Monitor and analyze KPIs, providing monthly/quarterly executive summaries.
• Ensure data quality, consistency, and accuracy through regular audits and validation.
• Collaborate with stakeholders to gather requirements and translate them into actionable insights.
• Maintain comprehensive documentation of data sources, definitions, dashboards, and reporting standards.
• Provide ad hoc analysis and support for special projects and operational needs.