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Intake specialist for new clients, gathering and organizing intake information and documents (call, sms, chat, email support)
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Setting up appointments and calendar management
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Email and file management
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Client communication such as intake of potential clients
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Drafting and sending templated correspondence such as letter of representation
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Insurance communication such as opening of claim
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Obtaining case related information and documents such as police report, policy limits
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Medical provider communication such as request and follow-up medical records and bills, and balance verification
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Completing case checklist
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With background in Filevine CMS navigation
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Drafting Initiatory Pleadings such us Complaints, Summons, and Civil Case Cover Sheet
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Filing and Serving Legal Documents such as Complaints and Summons, Written Discovery and Motion
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Saving of Documents from E-filing and Odyssey Portals
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Direct Communication with the client regarding Discovery Responses
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Calendaring Hearings, CMC, and other events related to the legal proceedings.
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Drafting medical chronology and summary
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Computing bill itemization
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Mileage computation
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Drafting demand letter using different templates
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Organizing the demand packet
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Drafting the net sheet
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Auditing cases in both pre-litigation and litigation status
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And all other general admin tasks that may be assigned (e.g. research, online purchasing, flight and accommodation booking, and the like)