Legal Services Liaison

Dane Street, LLC

21h•Remote

About The Position

The Legal Services Liaison is a multifaceted, client-facing Operations role responsible for coordinating, overseeing, and developing Dane Street’s Legal Services offerings, with primary accountability for the counter affidavit process. The Liaison serves as the primary Operations contact for Legal Services clients and connects clients, attorneys, adjusters, physician reviewers, Sales, Management, and internal teams to support accurate, complete, timely, and professional service delivery. The role requires independent judgment and ownership across case assessment, expert selection, quality assurance, legal documentation, testimony and deposition coordination, fee management, and workflow oversight while balancing legal and clinical requirements, deadlines, and client expectations. The Liaison supports client relationships, resolves service issues, ensures report accuracy and completeness, and identifies opportunities to improve service delivery and revenue growth. Working closely with the Operations Manager of Legal Services, Sales, and leadership, the role contributes to client retention, service-line development, process improvement, and changing business needs. The position calls for accountability, sound decision-making, collaboration, and a proactive, solutions-oriented approach. The role is remote and requires the employee to supply and support their own internet service and maintain an uninterrupted connection. Working conditions include prolonged sitting and computer work, close visual attention to digital materials, frequent communication by email, chat, phone, and video conference, and occasional handling or repositioning of office equipment or files weighing up to 10–15 pounds.

Requirements

Paralegal certification or medical certifications.
Exceptional written and verbal communication, professional judgment, discretion, relationship-building, and conflict-resolution skills.
Strong critical thinking and independent case assessment, including the ability to interpret complex instructions, recognize risks, and determine appropriate escalation.
Excellent organization, prioritization, time management, and follow-through across high-volume, deadline-driven work.
Working knowledge of clinical and legal review workflows, expert credentials, report quality expectations, and company service lines.
Ability to coordinate effectively across clients, physicians, attorneys, adjusters, Sales, Operations, Management, and Finance.
Ability to work with complex legal deadlines and clinical expertise while maintaining accurate, complete, timely deliverables.
Ability to work remotely while supplying and supporting personal internet service and maintaining an uninterrupted internet connection.
Prolonged periods of sitting or remaining stationary at a desk and working on a computer.
Constant use of a computer, keyboard, mouse, and other digital productivity tools.
Close visual acuity to view screens, analyze data, and read extensive digital documentation.
Frequent communication with team members, leadership, and external partners via email, chat, phone, and video conferencing platforms.
Occasional ability to move or position office equipment or files weighing up to 10–15 pounds.

Nice To Haves

Previous experience in a healthcare, medical, legal, or insurance-related environment; relevant backgrounds may include clinical experience such as CNA, legal support or administration, medical record review, medical transcription, medical documentation, or other healthcare operations roles.
Prior experience coordinating medical-legal services, independent medical reviews, counter affidavits, depositions, testimony, or litigation support.
Familiarity with medical terminology, medical records, clinical documentation, and physician review processes.
Experience working with attorneys, insurance adjusters, healthcare providers, medical experts, or legal professionals.
Knowledge of legal documentation, jurisdictional requirements, medical record review, or insurance claims processes.
Experience with case management systems, electronic medical records (EMR), and document management platforms.
Previous experience in client-facing operations, account management, quality assurance, or service-line coordination.

Responsibilities

Oversee intake, assessment, and coordination of Legal Services cases, with primary accountability for the counter affidavit process.
Evaluate case requirements, identify appropriate service lines, and coordinate qualified medical experts to deliver work accurately, completely, and on time in accordance with client expectations and jurisdictional requirements.
Serve as the primary Operations contact for Legal Services clients and manage client relationships throughout service delivery.
Partner with attorneys, adjusters, physicians, Sales, and internal teams to address client needs, resolve escalations, and communicate case progress.
Oversee the quality and accuracy of legal reports, counter affidavits, testimony packages, physician credentials, and supporting documentation.
Ensure deliverables meet client instructions, company standards, and applicable legal and jurisdictional requirements.
Maintain awareness of relevant legal developments and coordinate updates to templates, workflows, and training as needed.
Oversee case assignments, turnaround times, testimony and deposition coordination, urgent requests, and outstanding deliverables across Legal Services.
Identify workflow challenges, manage competing priorities, and collaborate with Operations leadership to improve efficiency and consistent service delivery.
Support financial and administrative work, including fee schedules, case estimates, and expert fees.
Review and address billing discrepancies, including improperly bundled, unbundled, duplicate, or redundant charges.
Use sound judgment to address service concerns, pricing questions, and operational conflicts; partner with Finance, Sales, and leadership to protect client relationships and business objectives.
Partner with Sales, the Operations Manager of Legal Services, and leadership to support client retention and new business opportunities.
Identify opportunities to expand service offerings, strengthen physician and reviewer relationships, and improve internal processes, operational performance, and client satisfaction.
Coordinate medical experts, reports, testimony, and depositions; monitor case progress, turnaround times, outstanding deliverables, and quality.
Recommend and implement improvements to workflows, service delivery, operational efficiency, and quality.

Benefits

Medical, dental, and vision coverage for employees and their families.
Voluntary life insurance options for employees, spouses, and children.
Voluntary hospital indemnity, critical illness, accident indemnity, and pet insurance plans.
Basic life insurance, short-term disability, and long-term disability coverage at no cost to employees.
Paid time off.
401k plan with company match.
Apple equipment and a media stipend for the remote workspace.
Professional growth opportunities and commitment to employee development.
Collaborative remote culture.
Meaningful work supporting the healthcare industry.
Great Place to Work Certified since 2021.