Litigation Support Assistant (Finance)
Role Summary
Support assigned litigation attorneys by ensuring timely, accurate coordination of all case support functions, including medical records management, legal notices, calendar oversight, and trial preparation. This role is essential in helping trial attorneys stay focused on advocacy while maintaining readiness for high-stakes litigation.
Accountabilities
Request and track medical records and billing statements from providersMaintain organized medical documentation within the firms systems (meds tab)Notify insurance carriers (auto, PR, UM) and send demand/spoliation lettersEnter litigation-related expenses in the case management systemMaintain shared calendars for trial attorneys, including court datesSchedule trial strategy meetings, depositions, and trial datesCoordinate and schedule focus groups to support the trial strategyPrint, assemble, and manage materials for trial presentationsAttend Litigation Pod L10 meetings and execute action itemsComplete all assigned litigation to-dos on or before deadlinesHandle other administrative and legal support duties as assigned
Rocks
Maintain 100% accuracy and timeliness on case-related calendaringEstablish a digital tracking log for medical records and billing requestsComplete all assigned trial prep packets 2 weeks ahead of court dates
Key Metrics
Associates or Bachelors degree in Legal Studies, Paralegal Studies, or related field (preferred)2+ years in a personal injury firm or litigation support roleFamiliarity with legal calendaring and court filing timelinesExperience in requesting and organizing medical records and billing statementsProficient in legal case management platforms (e.g., FileVine) and Microsoft OfficeExcellent time management and attention to detailClear written and verbal communicationAble to handle sensitive information with confidentialitySelf-starter with the ability to manage tasks independently and with attorneys
GWC
Gets it: Understands how tactical case support keeps litigation teams on track and trial-readyWants it: Takes pride in delivering structure, order, and accountability to the legal processCapacity: Organized, tech-comfortable, and reliable in a fast-paced legal setting
Core Values
Client Obsessed: Keeps litigation organized and moving to ensure client justiceDriven by Excellence: Delivers detailed, accurate records, calendars, and prep materialsSolution-Oriented: Anticipates and resolves scheduling, documentation, or prep challengesOwnership: Takes full responsibility for administrative execution and litigation readiness
Ideal Experience & Education
Associates degree or Bachelors preferred; Paralegal certificate or equivalent experience strongly valued.2+ years of experience in a litigation support, legal assistant, or personal injury firm administrative role.Familiarity with litigation workflows, case calendaring, and legal documentationFamiliarity with medical record systems or billingExperience using FileVine or similar legal case management systemsComfort with trial prep logistics and cross-functional coordination
Qualifications
Associates or Bachelors degree in Legal Studies, Paralegal Studies, or related field (preferred)2+ years in a personal injury firm or litigation support roleFamiliarity with legal calendaring and court filing timelinesExperience in requesting and organizing medical records and billing statementsProficient in legal case management platforms (e.g., FileVine) and Microsoft OfficeExcellent time management and attention to detailClear written and verbal communicationAble to handle sensitive information with confidentialitySelf-starter with the ability to manage tasks independently and with attorneysGreat attention to detail and organizationAbility to work independently as well as collaborativelyAbility to listen to clients, taking time to understand the points made, and asking the appropriate questions.Ability to display sincere empathy for clients is a must!Ability to convey information effectively both verbally and in writing.Ability to follow firm policies and procedures while seeking opportunities for continuous improvement.Effective oral and written communication skills with knowledge of correct grammar, spelling, and punctuation usage.Ability to multitask and manage time effectivelyExcellent organizational skills with an eye for detailAbility to be flexible to adapt and act quickly when urgent matters require itAbility to work and maintain patience with diversified individuals of various ethnic backgrounds and professional competenciesAbility to maintain confidentialityAbility to represent the company in various forums to foster the desires and image of the company in the community
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
