Legal Assistant for Personal Injury Law Firm
AUTO FILE SET-UP
-PIP
Policy Limits, Explanation of Review, PIP Log/Ledger
-UM/UIM
DecPage & Coverage Confirmation
-LIABILITY
Liability Decision, DecPage & Coverage Confirmation
HEALTH INSURANCE FILE SET-UP
To-date Lien Request
Final Lien Request
EVIDENCE COMPILATION
Police Report Retrieval
Open Records Request
MEDICAL RECORDS REQUEST
Retrieval of Certified Medical Records and Bills
Provider and Hospital Liens Request
Bill Verification/Outstanding Balance Confirmation
UM/UIM/LIABILITY DEMAND
Outsourcing Demand Materials
Demand Drafting
Counter Demand
Bill and Lien Reduction Request
Negotiation/Counter Demand & Settlement
LETTER DRAFTING
Welcome Letter
Contact Letter
Attorney Non-representation Letter
Client Disengagement Letter
Letter of Representation for UM/PIP & LIABILITY
Letter of Representation for Health Insurance
To-date Lien and Final Lien Request Letter for Health Insurance
Medical Records Authorization Letter
Lien Request Letter for Hospital & Medical Providers
Counter Demand Letter
OTHER TASKS
Case Update
Data Entry
Fax Management
Requesting PIP Application Form/PIP Log
Requesting UM/LIABILITY Settlement Form
Requesting To-date/Final Lien Form
TOOLS
Outlook
Filevine
Salesforce: Litify
Asana
Docupost
Docusign
Dropbox
Metrofax
Ring Central
Zoom
Adobe Acrobat Pro
Slack
MS Teams
Microsoft Office Applications
Google Suite
Verified
