Result-driven professional with expertise as a Personal Injury Virtual Assistant and Legal Intake Specialist. Proven track record of managing client intake, building strong client relationships, and supporting law firms to streamline operations and grow cases efficiently. Skilled in case management, appointment scheduling, CRM systems, and HIPAA-compliant client communication.
I handle:
- Client intake and screening for potential PI cases
- Case management and data entry using Clio, Filevine, Litify, PracticePanther, and Microsoft Office / Google Workspace
- Scheduling consultations and follow-ups with clients
- Medical records requests, lien tracking, and documentation
- HIPAA-compliant client communication
- I am detail-oriented, professional, and reliable, ensuring your cases stay organized and your clients receive timely, empathetic support.
Skills / Tools / Keywords:
- Personal Injury Intake & Case Management
- Legal Intake Specialist / Virtual Assistant for Law Firms
- Clio | Filevine | Litify | PracticePanther
- Microsoft Office (Word, Excel, Outlook) | Google Workspace
- Scheduling & Client Follow-ups
- Medical Records & Lien Tracking
- HIPAA Compliance & Confidentiality
- Data Entry & CRM Management
Experience: 10+ years
Experience: 10+ years
Experience: 10+ years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
Tyler Gies
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