Legal Assistant - Houston, United States - Feldman Lee, PLLC

Description

Job Overview:
Pre-Litigation Tasks
-
Create New Files in CLIO:

• Open CLIO.
• Create a new case file for each new case.

-
Log New Cases in Spreadsheet:

• Open the Google Sheets document for case tracking.
• Enter the details of each new case in the appropriate fields.

-
Purchase Police Reports:

• Order necessary police reports online or through the appropriate channels.

-
Send Out Letters of Protection:

• Draft and send Letters of Protection to medical providers.

-
Respond to Treatment Inquiries:

-
Review Files Post-PD Completion:

• Ensure the following:
• Signed rejections (if any)
• Declarations pages
• Acknowledgement letters
• Denial letters
• Updated CLIO information
• Deductible reimbursement
• Final PD documents

-
Client Treatment Follow-Up:

• Regularly check in with clients about their treatment status until completion.

-
Medicaid/Medicare Review:

• Assess files for Medicaid/Medicare involvement.

-
Send LORs to Medicaid/Medicare:

• Prepare and send Letters of Representation if required.

-
Respond to Lien Notices:

• Send LORs to companies that have sent lien notices or information requests.

-
Request Medical and Billing Records:

• Obtain medical records and billing with necessary affidavits.

-
Pay for Records Invoices:

• Process payments online or prepare checks for records invoices.

-
Prepare and Send Demands:

• Draft and send demands for 3P, UM/UIM, and PIP.
• Log these demands in Dave's settlement board.

-
Update Settlement Board on Initial Offer:

• Record initial offers received in Dave's settlement board.

-
Request and Process Releases:

• Request releases from insurance companies.
• Send releases to clients for signatures.
• Forward signed releases with drafting instructions to insurance.

-
Minor Settlements:

• Ensure GAL assignment and follow up.
• Send all settlement information to GAL.

-
Draft Settlement Checks:

• Prepare settlement checks.

-
Prepare Settlement Folders:

• Compile necessary documents into settlement folders.

-
Distribute Funds to Clients:

• Schedule appointments for clients to pick up funds or arrange for mailing.

Litigation Tasks

-
Send Citations to Sean:

• Forward citations to Sean when ready.

-
Send Return of Service to Insurance:

• 
  Calendar Disclosure and Affidavit Dates:
• Record due dates for disclosures and affidavits upon receipt of an answer.

-
Non-Answer Procedures:

• Send "answer lawsuit" letters to defendants who do not respond.

-
No Service Procedures:

• Draft and file 106 Motion for substitute service with affidavits from Sean.

-
Draft and Review Discovery Documents:

• Prepare disclosures, affidavits notices, attorney designations, ROGs, and RFPs.
• Send drafts to Billie/Jeremy for review.

-
File and Serve Discovery Documents:

• File and serve the finalized discovery documents to the opposing counsel (OC).

-
Calendar Discovery Response Dates:

• Schedule deadlines for clients to answer discovery requests.

-
Discovery Response Preparation:

• Arrange client meetings for discovery responses.

-
Serve Discovery Responses:

• File and serve discovery responses to OC.

-
Schedule and Notify of Depositions/Mediations:

• Arrange deposition/mediation dates with opposing counsel and clients.

-
Manage Deposition Transcripts:

• Send deposition transcripts to clients for review and signature.
• Return signed transcripts to the reporting company by the due date.

-
Calendar Docket Control Orders:

• Track and record docket control orders.

-
Send Signed Releases:

• Forward signed releases to Jeremy for submission to opposing counsel.

-
Minor Settlements:

• Follow up on GAL assignment and ensure hearing scheduling.

-
Draft Settlement Checks:

• Prepare settlement checks.

-
Prepare Settlement Folders:

• Assemble settlement folders.

-
Distribute Settlement Funds:

• Schedule client appointments for fund collection or arrange mailing.

Job Types:
Part-time, Temporary


Pay:
$ $23.70 per hour

Expected hours: 30 per week


Travel requirement:

• No travel

Experience:

Microsoft Office: 1 year (preferred)


Ability to Commute:

• Houston, TX required)

Ability to Relocate:

• Houston, TX 77056: Relocate before starting work (required)

Work Location:
In person