Laborde Earles - Law Firm Intake / Case Closer

Job description

Grow with us! We are featured in Inc. Magazine's prestigious 2023 Inc. 5,000 Fastest-Growing Private Companies List and are the 25th fastest-growing private company in the entire state of Louisiana!

Do you find satisfaction in helping people and making a difference in their lives and the lives of their communities? Laborde Earles is committed to providing quality representation to our clients and being fully attentive to their needs, which starts by providing the same favorable environment for our team members. Join us in standing up for our clients, with our community, by our work, and beside each other!

The Opportunity

Expanding Personal Injury Law Firm has an immediate opening for an Intake / Case Closer to support our paralegals. We are looking for someone who is organized, detail-oriented, and able to handle multiple tasks at the same time. Your main responsibility will be to make sure that all tasks assigned by the paralegals are completed quickly, accurately, and on time. This position is a good fit for someone who enjoys administrative and clerical work, can follow instructions carefully, and works well as part of a team.

Objective

Finalize all onboarding documentation for new cases and initiate the first steps of case setup to ensure a smooth transition to case management teams. Management of all post-settlement and case-closing procedures, ensuring insurance records are finalized, liens are resolved, client communication is completed and files are properly closed.

Desired Outcomes

• Accountable for initial client communication (WRITTEN ONLY).
• Send client welcome letter via Postrio, including copy of signed contract.
• Confirm if client was previously represented.
• Accountable for for referral documentation.
• Referral notifications.
• Referral accounting.
• Accountable for Client Disengagement or Termination.
• Send Disengagement or Client Termination Letter to the client.
• Accountable to notify adjuster or new Attorney (if applicable)
• If directed, send Lien Letter to the Adjuster or new Attorney.
• Accountable for post-closure process.
• POSTRIO: Send Closed File Letter to the client.
• Accountable for updating Paralegal with Tasks status every 7 days via case management software (Litify) Chatter.

Job requirements

Skills/Abilities

• Fluent in English – excellent oral and written communication skills
• Bi-lingual (English/Spanish) is a plus
• Data entry and record keeping
• Attention to detail
• Ability to manage multiple follow-up tasks with accuracy and prioritization
• Multi-tasking across phone and email handling high volume / stress
• Confident and strong judgment
• Problem analysis and problem-solving
• Professionalism and confidentiality
• Willingness to perform any/all tasks as assigned by supervisor and/or firm leadership in support of the firm’s growth and success

Education and Experience

• High school diploma or equivalent
• Cloud-based systems
• Basic understanding of legal terminology and case types – motor vehicle accidents, premises liability, etc.
• Proficient with Windows and/or macOS with basic troubleshooting/computer literacy
• Document management – Microsoft Office Suite (Word, Excel, Outlook) and Nitro PDF
• E-signature platforms (DocuSign)
• Case management systems (CMS) – Litify or Salesforce are a plus
• Softphone applications/dedicated business phones with call recording/monitoring
• VoIP systems (Zoom, Teams, Vonage, RingCentral)
• Data privacy regulations / adherence to HIPAA (USA) or GDPR (outside of USA)
• 1-3 years customer service experience, preferably within legal, medical or insurance industries

Physical Requirements

Prolonged periods sitting at a desk and working on a computer

Hardware / Internet Requirements

• Processor : Intel Core i5 (10th Gen or newer) / AMD Ryzen 5 / Apple M series
• Ram: 16GB
• Operating System: Windows 11 or macOS 15 Sequoia
• Webcam: 1080p resolution or better
• Download and upload : Minimum 100 Mbps