Legal Assistant, Intake

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October 7

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Laborde Earles Injury Lawyers

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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 the first steps of case setup to ensure a smooth transition to case management teams. • Management of all post-settlement and case-closing procedures, ensuring insurance records are finalized, liens are resolved, client communication is completed and files are properly closed. • Accountable for initial client communication (WRITTEN ONLY). • Send client welcome letter via Postrio, including copy of signed contract. • Confirm if client was previously represented. • Accountable for referral documentation. • Referral notifications. • Referral accounting. • Accountable for Client Disengagement or Termination. • Send Disengagement or Client Termination Letter to the client. • Notify adjuster or new Attorney (if applicable). • Send Lien Letter to the Adjuster or new Attorney if directed. • Send Closed File Letter to the client via POSTRIO. • Update Paralegal with Tasks status every 7 days via case management software (Litify) Chatter.

🎯 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 in support of the firm’s growth and success • High school diploma or equivalent • 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 (CMS) – 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

🏖️ Benefits

• Quality representation to clients • Favorable environment for team members