Legal Assistant

FILEVINE EXPERIENCE REQUIRED TO APPLY


# **Legal Assistant (Personal Injury) — Full?Time (40 hrs/week)**

**Location:** Greensboro, NC
**Schedule:** Monday–Friday, 40 hours per week
**Case Management:** **Filevine experience required**

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## **Role Summary**

We’re seeking a detail?oriented, client?focused Legal Assistant to support our Personal Injury pre?litigation practice. You will manage intake?to?demand workflows in **Filevine**, obtain crash reports and medical records, keep clients and adjusters updated on treatment and case status, and assemble well?organized pre?suit settlement files and demand packages for attorney review.

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## **Key Responsibilities**

* **Crash & I ---------- Documentation**
* Obtain and upload crash reports and any available witness statements; track outstanding requests and follow?ups in Filevine.
* **Client Treatment Updates**
* Maintain proactive contact with clients (at least monthly), document treatment status, pain/suffering narratives, and missed work; request and organize updated medical records and bills.
* **Pre?Lawsuit File Setup for Settlement**
* Build complete pre?suit settlement files (medical chronology, bill/itemization, wage documentation, photos, liability proof) and compile attorney?ready demand packages.
* **Intake & Case Opening**
* Assist with intake data entry in Filevine; gather signed fee agreement and authorizations; upload all onboarding documents to the correct Filevine tabs; open new matters and complete case summary fields.
* **Communications & Letters of Representation**
* Draft, send, and file letters of representation to all applicable carriers; maintain professional communication with adjusters on treatment status and coverage issues.
* **Medical Records, Bills & Chronology**
* Order records and bills; organize, index, and summarize documents electronically; prepare clear medical chronologies and expense itemizations.
* **Lien Identification and Resolution Support**
* Identify potential liens (Medicare/ERISA/VA/private health) and assist with documentation needed for accurate settlement distribution.
* **Filevine Tasking & Workflow Governance**
* Use Filevine tasks, activity feed, and status fields to track work; ensure checklists and SLAs are met; generate periodic case status reports for attorneys and huddles.
* **Team Coordination & Tools**
* Collaborate via Microsoft Teams; prepare brief reports or updates as needed; leverage DocuSign and e?fax for efficient document flow.
* **Client Service & Scheduling**
* Answer client calls promptly; schedule appointments, imaging, and follow?up visits; set reminders to keep treatment moving and documentation current.
* **Quality Control & Compliance**
* Maintain meticulous electronic files; ensure HIPAA compliance in record handling; meet internal deadlines for demand prep and responses.

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## **Qualifications**

* **Required:** Demonstrated proficiency with **Filevine** case management (projects, tabs, tasks, demand assembly, reporting).
* Experience ordering/reviewing medical records and bills; familiarity with PI documentation standards and lien considerations (Medicare/ERISA/VA).
* Strong written and oral communication; client?oriented with excellent service skills.
* Tech?savvy with Microsoft Office (Word/Excel), Microsoft Teams, DocuSign, and e?fax or similar tools.
* Exceptional organization, attention to detail, and ability to handle multiple priorities under deadlines.
* Spanish proficiency is a plus.

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## **Success Metrics**

* Monthly client update compliance ? 95?ross assigned cases.
* Complete demand package ready within target SLA after treatment completion (firm standard).
* Records/bills turnaround tracked and escalated per workflow; minimal re?work due to missing documentation.

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## **Work Environment & Schedule**

* Full?time, 40 hours/week; consistent daytime availability for client/provider outreach and insurer communications.
* On?site/hybrid flexibility as approved; occasional local errands to agencies or providers may be required.

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## **How to Apply**

Send your résumé and a brief note describing your **Filevine** experience and PI demand packages you’ve assembled to \[Insert Firm Email Here].