Finalize all onboarding documentation for new cases and initiate first steps of case setup to transition to case management teams
Manage post-settlement and case-closing procedures: ensure insurance records are finalized, liens are resolved, client communication is completed, and files are properly closed
Accountable for initial client communication (WRITTEN ONLY) and sending client welcome letter via Postrio with copy of signed contract
Confirm prior representation status and handle referral documentation, notifications, and accounting
Handle Client Disengagement/Termination: send Disengagement or Client Termination Letter and notify adjuster or new attorney as applicable
If directed, send Lien Letter to Adjuster or new Attorney
Post-closure: send Closed File Letter to client via POSTRIO and ensure all post-closure tasks complete
Update Paralegal with task status every 7 days via case management software (Litify) Chatter
Complete administrative and clerical tasks assigned by paralegals quickly, accurately, and on time; support firm growth and success
Requirements
Fluent in English – excellent oral and written communication skills
Bi-lingual (English/Spanish) is a plus
Data entry and record keeping
Attention to detail
Ability to manage multiple follow-up tasks with accuracy and prioritization
Multi-tasking across phone and email handling high volume / stress
Confident and strong judgment
Problem analysis and problem-solving
Professionalism and confidentiality
Willingness to perform any/all tasks as assigned by supervisor and/or firm leadership
High school diploma or equivalent
Familiarity with cloud-based systems
Basic understanding of legal terminology and case types (motor vehicle accidents, premises liability, etc.)
Proficient with Windows and/or macOS; basic troubleshooting/computer literacy
Document management – Microsoft Office Suite (Word, Excel, Outlook) and Nitro PDF
E-signature platforms (DocuSign)
Case management systems (Litify or Salesforce) are a plus
Softphone applications/dedicated business phones with call recording/monitoring
VoIP systems (Zoom, Teams, Vonage, RingCentral)
Knowledge of data privacy regulations / adherence to HIPAA (USA) or GDPR (outside of USA)
1-3 years customer service experience, preferably within legal, medical or insurance industries
Ability to sit for prolonged periods and work on a computer
Hardware/internet minimums: Intel Core i5 (10th Gen or newer) or AMD Ryzen 5 or Apple M series; 16GB RAM; Windows 11 or macOS 15; 1080p webcam; 100 Mbps download/upload