Meritas Advisory Group, LLC
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Job Summary:

The role is responsible for executing and managing case files to support attorneys in the litigation process.  Manage case files post pre-suit transition, through settlement or verdict.  Provides outstanding client service in an environment of excellence, operating with the highest ethical standards and integrity.  Partners with Pre-Suit team to transition cases efficiently, ensuring a seamless experience for clients, progressing case timely

Job Responsibilities:

·         Support efforts to progress client cases involving catastrophic accidents, wrongful death or other significant injuries through the litigation process, overseeing 20+ cases at once

·         File both federal and state court filings using PACER

·         Mentor and provide work direction on daily activities to Client Specialists, ensuring duties are performed accurately, meeting deadlines

·         Manage client interviews to gather relevant information from potential clients, ensuring most up-to-date data relating to case/litigation process, communicating with attorneys to keep them informed

·         Draft all complaints, pleadings, discovery requests, motions, request for copies, etc; partner with Client Specialist(s) to verify all information is drafted and submitted in a timely manner

·         Meet with clients to prepare discovery responses and prepare documents and respond

·         Gather and update medical records and bills as needed, including third party processors

·         Transcribe and summary client statements, depositions and other legal documents, ensuring all information in updated timely into system

·         Conduct legal research as needed using various techniques, tools and resources

·         Maintain communication with client via phone and email, keeping client informed of case status, necessary documentation and other relevant case information

·         Manage and calendar all court deadlines, ensuring all pertinent dates are documented

·         Propound and respond to all discovery needs and prepare all documents for filing with court

·         Create documentation and correspondence and regularly communicate with clients, experts and opposing counsel in a prompt, effective and courteous manner

·         Assist attorney(s) with pre-trial preparation, including drafting trial documents and preparing exhibits as appropriate; prepare witness list and obtain all experts

·         Ensure all cases are sufficiently prepared for trial

·         Prepare binders with pertinent and most up-to-date information

·         Maintain all CJC and HEG in-suit files

·         Prepare ACMP, motions and proposed orders when required

·         Prepare correspondence pertaining to client communications and attorneys, ensuring the most accurate and up-to-date information

·         Manage and oversee electronic filing of documents with the Court as needed

·         Prepare all reports and summaries with full itemization of medical bills and other expenses; follow-up to obtain outstanding records

·         Request and review police reports, death certificates, PIP ledgers, ISO reports, EMS reports, etc.

·         Oversee mediation scheduling process, partnering with client specialist to identify times, dates, locations, and other necessary detail

·         Work independently to manage and progress case load efficiently and within timing guidelines, always focusing on quality and service delivery

·         Engage external services as needed including private investigators; receive summary reports and review with attorney for appropriate next steps

·         Assist attorney with negotiations and settlement offers, executing responses to opposing counsel

·         Collect (as needed) updated bills and health insurance claims (post-settlement) for determining distributions

Qualifications:

·         Bachelor’s degree or paralegal certification preferred, not required

·         3-5 years paralegal or case manager experience or similar role required; minimum of 2 years personal injury experience and trial/litigation experience handling 20+ cases simultaneously

·         Experience with both federal and state court filings; experience using PACER

·         Proficiency in computer-based technologies including MSOffice (Word, Excel), Zoom video, telecommunications, database, and document management; experience with CLIO preferred

·         Ability to work independently managing, organizing and prioritizing tasks for assigned cases to facilitate expedient decisions and resolutions

·         Ability to work collaboratively within an internal team as well as outside parties including clients, opposing counsel, experts, medical providers, adjusters, etc.

·         Proactive task management to completion with focus on accuracy, detail-orientation and quality

·         Provide compassionate and empathetic service to clients, meeting or exceeding client expectations

·         Ability to communicate clearly and effectively

 
 
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