Legal Assistant (Intake)
L
Laborde EarlesPersonal Injury Law
Argentina, Nicaragua, Colombia, Mexico, El SalvadorFull-TimeEntry
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Languages
- Fluent in English
- Experience
- 1-3 years customer service experience
- Required Skills
- SalesforceMicrosoft OfficeCustomer serviceData entry
Requirements
- 1-3 years of customer service experience, preferably in legal, medical, or insurance industries.
- Fluent in English with excellent oral and written communication skills.
- High school diploma or equivalent.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and Nitro PDF.
- Experience with document management and cloud-based systems.
- Ability to use E-signature platforms like DocuSign.
- Familiarity with case management systems (Litify or Salesforce preferred).
- Understanding of data privacy regulations (GDPR or HIPAA).
- Ability to manage high-volume tasks across phone and email.
- Proficiency with Windows or macOS including basic troubleshooting.
- Must meet specific hardware/internet requirements (16GB RAM, 100 Mbps internet).
Responsibilities
- Finalize all onboarding documentation for new cases and initiate case setup.
- Manage post-settlement and case-closing procedures.
- Resolve liens and ensure insurance records are finalized.
- Handle client communication, including sending welcome, disengagement, and closed file letters.
- Maintain referral documentation and accounting.
- Update paralegals on task status every 7 days via Litify software.
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