Legal Assistant, Intake

Job not on LinkedIn

September 25

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Logo of Laborde Earles Injury Lawyers

Laborde Earles Injury Lawyers

At the Laborde Earles Injury Lawyers, we invest time, effort, and money into our clients’ cases to maximize the results that can be obtained. After suffering injuries in an accident, whether involving an automobile or a workplace hazard, you will want to ensure that you have a strong legal advocate on your side.

51 - 200 employees

📋 Description

• Finalize all onboarding documentation for new cases and initiate first steps of case setup to transition to case management teams • Manage post-settlement and case-closing procedures, ensuring insurance records are finalized, liens are resolved, client communication is completed and files are properly closed • Handle initial client communication (WRITTEN ONLY) and send client welcome letter via Postrio with copy of signed contract • Confirm if client was previously represented and manage referral documentation, notifications, and accounting • Send Disengagement or Client Termination letters and notify adjusters or new attorneys when applicable • If directed, send Lien Letter to the Adjuster or new Attorney • Post-closure: send Closed File Letter via POSTRIO and complete post-closure tasks • Update Paralegal with task status every 7 days via case management software (Litify) Chatter • Perform data entry, record keeping, and other administrative and clerical tasks as assigned

🎯 Requirements

• Fluent in English – excellent oral and written communication skills • Bi-lingual (English/Spanish) is a plus • Data entry and record keeping • Attention to detail • Ability to manage multiple follow-up tasks with accuracy and prioritization • Multi-tasking across phone and email handling high volume / stress • Confident and strong judgment • Problem analysis and problem-solving • Professionalism and confidentiality • Willingness to perform any/all tasks as assigned by supervisor and/or firm leadership • High school diploma or equivalent • Experience with cloud-based systems • Basic understanding of legal terminology and case types – motor vehicle accidents, premises liability, etc. • Proficient with Windows and/or macOS with basic troubleshooting/computer literacy • Document management – Microsoft Office Suite (Word, Excel, Outlook) and Nitro PDF • E-signature platforms (DocuSign) • Case management systems (Litify or Salesforce are a plus) • Softphone applications/dedicated business phones with call recording/monitoring • VoIP systems (Zoom, Teams, Vonage, RingCentral) • Data privacy regulations / adherence to HIPAA (USA) or GDPR (outside of USA) • 1-3 years customer service experience, preferably within legal, medical or insurance industries • Ability to sit for prolonged periods and work on a computer • Hardware and internet: Intel Core i5 (10th Gen or newer) / AMD Ryzen 5 / Apple M series; 16GB RAM; Windows 11 or macOS 15; 1080p webcam; minimum 100 Mbps download/upload

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