Legal Case Manager at Frank Penney Injury Law (2025-09 – Present)
Managed legal cases and client records for injury law firm
- Maintained organized filing systems for both electronic and physical client records.
- Oversaw a caseload of 75 legal cases, ensuring all tasks completed punctually.
- Collaborated with medical providers and insurance companies to obtain necessary information.
- Processed orders for medical records and billing to aid in legal proceedings.
- Handled incoming inquiries and directed them to appropriate attorneys as needed.
- Prepared and dispatched demand packages promptly to all relevant parties.
- Secured favorable lien terms for clients through effective negotiation strategies.
Intake Specialist at Berg Injury Lawyers (2023-05 – 2025-08)
Conducted client consultations and case intake for injury law firm
- Conducted consultations with potential clients to assess needs and expectations.
- Reviewed cases collaboratively with attorneys and managers for informed decision-making.
- Explained procedures and fees clearly to ensure comprehensive client understanding.
- Facilitated transfer of cases by sending retainer agreements and securing client signatures.
