Wintersteen | Casarez Law Corporation

Events

• Assist with event logistics, coordinating vendors and timelines
• Capture photos and videos to create social media content
• Manage venues, vendors, catering, A/V, transportation and event materials
• Maintain timelines, production schedules and operational documentation
• Coordinate exhibitor opportunities: registration, attendees, supplies
• Create, order and assemble company printables
• Develop and implement social media strategies to enhance brand visibility and engagement
• Monitor and analyze social media performance using analytics tools

Events Coordinator

Financial Planning and Analysis

• Analyze and enhance billing and A/R workflows for accuracy and efficiency
• Lead department-level initiatives to review and restructure billing procedures
• Maintain and improve tools for tracking outstanding invoices and payment progress
• Review client deductions and provide reporting to upper management
• Manage month-end billing processes, including pre-bill generation, time entry audits, and invoice generation
• Ensure accurate submission of invoices through client e-billing portals and monitor invoice status
• Conduct deduction research and identify billing anomalies conforming with the client-specific billing requirements
• Create executive-level dashboards and summaries of billing and collections data
• Collaborate with leadership to tailor monthly financial reports to firm needs
• Assist with the development of attorney billing metrics for performance tracking and bonuses
• Review and audit data for accuracy across billing platforms and Excel reports
• Serve as the primary liaison between Billing and Finance leadership
• Maintain data integrity across Litify, Quickbooks, and billing workbooks
• Manage Litify Success Acceleration Program tickets for resolution
• Produce recurring reports and support A/R reviews and other financial audits
• Collaborate with teammates to gather requirements, research solutions, and complete operational initiatives
• Document best practices and assist in training other team members on billing tools
• Provide analytical support for strategic planning and operational decision-making

Billing and Financial Specialist

Legal Assistant

• Draft, proofread, and file legal documents, including attorney dictation, ensuring accuracy and content continuity, and send approved documents to recipients.
• Perform administrative tasks including but not limited to scheduling depositions, evaluations, and settlement conferences, sending notices, and maintaining court calendars.
• Prepare and file court documents using e-filing systems, and mail documents as necessary.
• Communicate with Applicant’s attorneys, adjusters, and medical professionals when needed.
• Subpoena records through vendors and arranges for interpreters and transportation when required.
• Update and maintain case management systems such as Merus, including contact records, document management, and case information.
• Serve as a liaison between clients, attorneys, and court personnel through virtual meetings, phone calls, and email.

Events Coordinator

Billing and Financial Specialist

Legal Assistant – Workers Compensation