LEGAL ASSISTANT
● Schedule and confirm client medical appointments with providers.
● Ensure clients receive reminders, directions, and preparation instructions for each appointment.
● Track client treatment progress in real time, including missed appointments, provider
recommendations, referrals, and new diagnostic orders.
● Follow up with clients after key appointments to gather updates, pain levels, treatment changes,
or provider concerns.
● Identify gaps in care or treatment delays and notify case managers or attorneys immediately.
● Coordinate with providers to obtain progress reports, initial evaluations, treatment plans, and
recommendations.
● Support clients who need help navigating medical logistics, transportation issues, or scheduling
conflicts.
ABOUT THE SERVICE
Our Legal Assistants provide structured remote support for personal injury and hospital-related cases. In
addition to managing documentation, communication, and case workflow, our team plays a key role in
coordinating medical treatment for clients. We help guide clients through their treatment plan, ensure
that providers receive all necessary documentation, and keep attorneys informed of gaps in care or
changes in medical status. This allows your legal team to focus on case evaluation, strategy, and client
advocacy while we maintain the operational structure with accuracy and consistency.
CASE AND OPERATIONAL SUPPORT
Manage attorney and case manager calendars, including medical appointments, expert evaluations, hearings, and client follow-ups.
Receive, log, and send formal communications to medical providers, insurance adjusters, and legal entities.
Prepare, organize, and maintain case files with proper indexing, labeling, and document summaries.
Monitor and track all statutory and internal deadlines; set daily and weekly reminders insurance responses.
Manage escalations and sensitive concerns, ensuring timely resolution and appropriate follow-up.
Submit, monitor, and follow up on administrative requests with hospitals, clinics, insurers, and third-party vendors.
Draft and finalize standard documents including letters, authorizations, verifications,
statements, and status updates.
Conduct document integrity checks for accuracy, completeness, and consistency.
Assist with administrative reconciliation, expert-evaluation paperwork, and intake coordination.
Maintain daily activity logs, productivity reports, and workflow status updates.
