Pre-Lit-Legal Assistant

Allen-Allen-Allen-; Midlothian (TX); On-site; USD 40,000 - 56,000; Full time

Job summary

Allen & Allen, a law firm dedicated to client service, seeks an experienced Pre-Litigation Paralegal/Legal Assistant to manage client case files from intake through settlement or litigation. This full-time role supports Attorneys and Claims Consultants to achieve the best outcomes for clients.

The role emphasizes client care, organization, and collaboration across departments, with duties ranging from document handling to case management and lien negotiation.

Qualifications

• High School Diploma, GED or equivalent required.
• Minimum of two years’ experience as Legal Assistant, Certification or Degree in Paralegal Studies, or equivalent combination of skills and experience.
• Excellent interpersonal skills for frequent communication with clients, staff and other Attorneys.
• Experience with complex, high-volume cases.
• Experience with case management system.
• Ability to lift 25 pounds unassisted.
• General office environment requiring sitting for long periods.
• Ability to bend and stop occasionally.
• Ability to stand for long periods of time.

Responsibilities

• Communicates regularly with client as the primary contact within the firm.
• Participates in intake interviews with new clients, records relevant information, obtains required documents, and assists Attorney or Claims Consultant in evaluating merits of a case.
• Researches and investigates facts of incident to provide Attorney or Claims Consultant with necessary data.
• Performs monthly physical statements with clients to ensure all information is up-to-date.
• Keeps all tasks updated in case management system to ensure timely processing and continued flow of case.
• Obtains, reviews, and organizes medical records, police reports, and other documents related to the cases.
• Performs administrative tasks, such as typing correspondence, copying, faxing, opening and distributing mail.
• Frequently communicates with clients, adjusters, and healthcare providers either in person, by letter or email, and by phone.
• Responds to questions regarding legal issues and case status.
• Manages, audits, and negotiates liens. This includes liens associated with ERISA, Medicare, Medicaid, and workers compensation.
• Prepares written reports or summaries of case information. Drafts legal documents including letters, pleadings, and affidavits.
• Maintains files and records associated with each case, both physical and electronic.
• Documents file appropriately with updated information on the case.
• Coordinates calendar of activities associated with each case. Contacts all parties related to the case to keep them informed of upcoming events and to confirm appointment details.
• Assists attorney or Claims Consultant, as needed, in preparation for meetings, client closings, appointments, etc.
• Complies with Firm policies and procedures related to client interaction, case management, and utilization of the case management program. Other duties as assigned.
• Collaborates with accounting department to obtain financial information and to request checks for payment.
• Collaborates with marketing department to obtain client closing gift.
• Files documents with court clerk as appropriate.
• Other duties as assigned.

Skills

Interpersonal skills

Case management system

Attention to detail

Multitasking

Communication with clients

Education

High School Diploma/GED

Paralegal studies certification/degree

Tools

Case management system

Job description

Description

Are you passionate about making a difference in people's lives while maintaining a healthy work-life balance? At Allen & Allen, we're not just a law firm; we're a family that champion our clients' rights and our employees' well-being.

Allen & Allen is seeking an experienced Pre-Litigation Paralegal/Legal Assistant to manage client case files. This includes providing excellent service and organizational skills to ensure our clients are receiving the best outcome for their case. The Pre-Litigation Legal Assistant is a full-time non-exempt level position focused on client care who reports to an Attorney or Claims Consultant. The responsibilities of the Pre-Litigation Legal Assistant are to manage the day-to-day critical tasks on cases, from Intake to settlement or Litigation, by supporting clients, and working alongside the Attorney or Claims Consultant to seek the best results for our clients.

Requirements

Key Responsibilities

• Communicates regularly with client as the primary contact within the firm.


• Participates in intake interviews with new clients, records relevant information, obtains required documents, and assists Attorney or Claims Consultant in evaluating merits of a case.


• Researches and investigates facts of incident to provide Attorney or Claims Consultant with necessary data.


• Performs monthly physical statements with clients to ensure all information is up-to-date.


• Keeps all tasks updated in case management system to ensure timely processing and continued flow of case.


• Obtains, reviews, and organizes medical records, police reports, and other documents related to the cases.


• Performs administrative tasks, such as typing correspondence, copying, faxing, opening and distributing mail.


• Frequently communicates with clients, adjusters, and healthcare providers either in person, by letter or email, and by phone.


• Responds to questions regarding legal issues and case status.


• Manages, audits, and negotiates liens. This includes liens associated with ERISA, Medicare, Medicaid, and workers compensation.


• Prepares written reports or summaries of case information. Drafts legal documents including letters, pleadings, and affidavits.


• Maintains files and records associated with each case, both physical and electronic.


• Documents file appropriately with updated information on the case.


• Coordinates calendar of activities associated with each case. Contacts all parties related to the case to keep them informed of upcoming events and to confirm appointment details.


• Assists attorney or Claims Consultant, as needed, in preparation for meetings, client closings, appointments, etc.


• Complies with Firm policies and procedures related to client interaction, case management, and utilization of the case management program. Other duties as assigned.


• Collaborates with accounting department to obtain financial information and to request checks for payment.


• Collaborates with marketing department to obtain client closing gift.


• Files documents with court clerk as appropriate.


• Other duties as assigned.

Required Skills, Education, and Training

• High School Diploma, GED or equivalent required.


• Minimum of two years’ experience as Legal Assistant, Certification or Degree in Paralegal Studies, or equivalent combination of skills and experience.


• Excellent interpersonal skills for frequent communication with clients, staff and other Attorneys.


• Experience with complex, high-volume cases.


• Experience with case management system.


• Excellent attention to detail and ability to multi-task.

Required Skills, Education, and Training

• Ability to lift 25 pounds unassisted.


• General office environment requiring sitting for long periods of time.


• Ability to bend and stop occasionally.


• Ability to stand for long periods of time.


• The ability to work in an office environment around others.


• The ability to exhibit manual dexterity and use standard office equipment such as phones, keyboards, and copiers for extended periods of time.


• Visual capability to work viewing a computer monitor for several hours of the day.


• Ability to legally operate a motor vehicle to travel to other work sites as needed.