About the Role :
Are you detail-obsessed, highly organized, and driven by a sense of purpose? We’re looking for a Legal Assistant who thrives on being the behind-the-scenes force that keeps client files clean, communication flowing, and our legal team supported at every stage. This role isn’t just about paperwork. It’s about setting the entire legal process up for success. From onboarding new clients to managing medical records and claim details, you’ll play a vital part in making sure every case is fully documented and ready for the next step. If you're someone who loves crossing T’s, tracking timelines, and making people feel taken care of, you’re exactly who we’re looking for.
What You’ll Be Doing
Client Intake & Onboarding
- Prepare and send welcome letters with required documents such as HIPAA authorizations
- Transfer or manually enter client data into SmartAdvocate within 24 hours of intake
- Confirm and track Statute of Limitations in both SmartAdvocate and the firm’s master SOL list
- Set up the Incident tab with detailed accident information and required documentation
- Ensure collection and organization of client IDs and signed medical authorizations
Case & Claims Management
Obtain accident reports from LexisNexis, BuyCrash, or other platformsOpen and update liability and UM claims in SmartAdvocate, including adjuster details and coverage infoDraft and send Letters of Representation and follow up on coverage and liability confirmationsPrepare and submit ANOI and OMV requests when applicableDocument & Record Management
Save all key documents from POD and incoming faxes into SmartAdvocate, distributing them as neededMonitor and manage incoming mail and ensure documents are filed and labeled correctlyTrack medical record and bill requests in partnership with case managersRegularly follow up on outstanding records and log received documentation accuratelySettlement & Lien Support
Assist with final settlement processes, including document scanning, check distribution, and filingUpload settlement summaries to Financial Cents and confirm all files are completeRequest and track liens from Medicaid, Medicare, and private insurers, updating case files accordinglyCalendar & Deadline Coordination
Input and manage critical deadlines and events in the firm’s calendar systemWork with case managers to confirm trial dates, discovery timelines, and key litigation milestonesWhy This Role Matters :
You’re not just supporting the legal process—you’re laying the groundwork for case success. When files are clean, deadlines are met, and clients are welcomed with clarity and professionalism, everything flows better. Your impact may happen behind the scenes, but it’s felt in every courtroom win and every satisfied client.
If you’re ready to be the reliable, organized foundation of a fast-moving legal team, we’d love to hear from you.
Requirements
What You Bring to the Table
2+ years in a legal assistant, case management, or administrative roleStrong written and verbal communication skills with a professional toneSharp attention to detail and a commitment to maintaining accurate recordsComfortable using legal case management software (SmartAdvocate preferred)Ability to manage multiple tasks and stay calm under pressureReliable, proactive, and highly organizedBonus Points For :
Familiarity with personal injury law and insurance claimsExperience managing medical record requests or working with providersSpanish-speaking or multilingual skillsA natural sense of hospitality and client careBenefits
Health Care Plan (Medical, Dental & Vision)Retirement Plan (401k, IRA)Critical Illness & Cancer Ancillary PlansLife Insurance (Basic, Voluntary & AD&D)Paid Time Off (Vacation & Public Holidays)Short Term & Long Term DisabilityTraining & Development