Personal Injury paralegal/case manager

1. Client Communication, Support & Follow-ups
-If there is missing information in the CRM the VA should add it, as intake information.
-Answer simple questions if a client calls and asks for an update about a case, court dates, etc.
-If the client asks a law-related question, take a message and/or forward the question to the right paralegal or attorney
-Follow up with clients to make sure the law firm has all the necessary documents, info, and details they need to build their case and submit it to court
-Write monthly letters for welcoming clients with a general update on their cases, or to give them an update on their stage.
-Gather information from customers over the phone and email.

2. Managing Claims with Insurance Companies
-Find out the medical cost for the client, to know what the “damages” are, which will be part of the case
-Call insurance companies to make a claim
-Use resources and complete scripts to make such claims
-Set up new cases for new clients, so they can gather all the necessary info from each client before they start a claim.

3. Calendar Management & Appointment Setting
-Help the law firm’s staff and/or CEO manage his calendar appropriately
-Schedule appointments with clients, and/or clients with other staff using the calendar, as necessary
-Save the appointments into Google Calendar, or any other calendar management system

4. Client Management in CRM System
-Download documents from attachments and create new “case files/records/contact” into a CRM database
-Take notes and info from each client case and save it into the web-based system.
-Upload documents as needed for each case. (Dropbox/Google Drive) for the medical records they send.
-Log the specific costs/purchases/charges used by each paralegal and reconcile on Excel lists (as needed as the client does this)

5. General Admin Tasks
-Help the law firm develop, create, and document the company’s SOPs (standard operating procedures)
-Help with filing mail that was received on paper and scanned. The mail has to be filed into the correct digital client folder. He uses an Apple iCloud but looking to buy a different one to upload medical records.
-Help with email-related items.
-Write short articles about clients’ stories/cases or legal-related topics
-Improve and organize the documents library, which includes a variety of legal documents, questionnaires, templates, etc.
-Manage online documents, including editing/labeling documents correctly as needed, and/or changing document names
-Keep referrals and partners up-to-date regarding what happened to their referred clients.
-Documents translation from Spanish to English.
-The CRM has automized workflows and creates documents after a trigger, and the VA will sometimes help create these flows with the client’s guidance.