From June 2023 to 2025

• Analyze intake data to assist in identification of potential client trends/patterns as well as areas for process improvement.
• Build and maintain project trackers in Microsoft Excel.
• Calendars litigation deadlines based on case settings such as pleadings, discovery, and orders, and schedules and coordinates depositions, court reporters, and videographers.
• Communicate and collaborate with attorneys and legal staff to assess case viability and strength of potential claims.
• Communicating effectively with qualified leads gathering relevant details and documentation to ensure all necessary information is collected for case evaluation.
• Correspond with providers for reductions to assist in final settlements.
• Draft contracts.
• Draft power of attorney, general warranty deeds, assist with QDRO and Quit Claim deeds and filing of these documents.
• Independently use advanced Microsoft Word skills.
• Initial setup treatment for clients with medical providers.
• Manage and monitor the life cycle of lead intake process.
• Manage case files with insurance companies for settlement purposes.
• Manage organization of case documents, discovery, pleadings, communications, drafts, and other files and records in document management system.
• Perform special projects as needed.
• Personal injury matters: intake and interview clients to assess damage; investigative work to make sure there’s no fault.
• Proof documents for accuracy in terms of grammar, spelling, and formatting.
• Provides customer service to incoming clients, vendors and colleagues through email, telephone, and voicemail.
• Request police reports.
• Review, research, verify, and route correspondence, reports, and legal transactional documents.
• Send out LOP and LOR to providers and insurance companies, respectively.
• Serve as initial, and often primary, contact for potential clients via multiple intake channels, addressing inquiries with professionalism and empathy,
• Support intake screening and qualification processes for leads; initiate pre-engagement processes & analysis for qualified leads.
• Track and ensure all leads are property directed to and moved through intake process steps.
• Update firm database, reports, &/or spreadsheets to support client generation and key metrics