Litigation & Case Management
> Litigation Support: Experienced in the active litigation phase, including managing court-related calendars, tracking strict legal deadlines, and ensuring timely case progression.
> Document Drafting: Proficient in drafting Affidavits of Personal Representative, Letters of Representation (LOR), and legal correspondence for attorney review.
> Complex Matters: Specialized experience in nursing home abuse litigation, requiring meticulous file organization and high-level attention to detail.
Medical Billing & Lien Resolution
> Lien & Subrogation: Expert in the identification, reporting, and tracking of liens with DHCS, BCRC, and Rawlings.
> Settlement Demands: Coordinating the retrieval of TCR and EMS reports, summarizing medical records, and compiling billing ledgers for MedPay and policy limit demands.
> Insurance Coordination: Tracking liability determinations, requesting declaration pages, and maintaining 100% follow-up rates with adjusters.
Financial Operations & Bookkeeping
> Expert Bookkeeping: Certified Bookkeeper managing bi-weekly payroll, AR/AP, and financial reporting via QuickBooks Online.
> Audit Readiness: Applying accounting principles to legal case management to ensure all financial records and settlement ledgers are 100% accurate.
Technical Skills & Tools
> Legal CMS: Filevine, CasePeer, ActionStep, Salesforce
> Productivity: Microsoft 365 (Expert Excel), Adobe Acrobat Pro, Google Workspace
> Project Management: -----------, Asana, Trello
> Communication: RingCentral, Nextiva, Slack, Zoom
