Senior Personal Injury Paralegal /Legal Assistant (Hybrid)

CR Legal Team • Charlotte, NC

11d • Hybrid

About The Position

CR Legal Team is seeking a Senior Personal Injury Legal Assistant/Paralegal to support attorneys and team members in managing personal injury cases. The role involves communicating with clients, providers, adjusters, attorneys, and colleagues; preparing case documents for attorney approval; gathering and organizing records; and supporting case preparation and settlement work. The position requires careful handling of confidential client information and compliance with ethical obligations, firm policies, data-security practices, and document-retention protocols. The employee must work in the office as scheduled for client meetings, collaboration, training, and other events. The role also includes mentoring less experienced team members when appropriate or requested. CR Legal Team describes its culture as collaborative, inclusive, and centered on providing “Whole-Person Legal Care™” while following its values of caring like family, listening to learn, and doing what is right.

Requirements

• At least 3 years of prior Legal Assistant, Paralegal, or related experience.
• Exceptional client advocacy.
• Ability to work independently and as part of a collaborative team.
• Excellent written and verbal communication skills.
• Proficiency in case-management and other relevant software.
• Ability to use and manage internal and external resources appropriately.
• Ability to maintain confidentiality and comply with ethical obligations, firm policies, data-security requirements, and document-retention protocols.

Nice To Haves

• Bachelor’s degree and/or certification.
• Bilingual in English and Spanish.
• Experience with the Litify Case Management Platform.

Responsibilities

• Communicate and work professionally with team members, clients, providers, the public, and other clientele; multitask, problem-solve, and adapt to varying needs.
• Maintain strict confidentiality of client information and handle sensitive data, case details, medical records, and communications discreetly and securely.
• Follow ethical obligations, firm policies, data-security requirements, and document-retention protocols; avoid the unauthorized practice of law.
• Use case-management software, computers, databases, portals, and other relevant technology to manage cases and assigned tasks.
• Provide customer service and interface with clients, providers, and team members according to firm policies and procedures.
• Prepare medical summaries, claims correspondence, and potentially pleadings for attorney approval.
• Communicate with clients about non-legal case-management matters and refer legal issues to the appropriate attorneys.
• Assist attorneys with written and verbal communications with adjusters and clients.
• Prepare for legal proceedings and submit appropriate information and legal forms or documents to relevant organizations as instructed by attorneys.
• Communicate with clients to obtain pertinent updates, including treatment status, medical information affecting the case, work-status changes, and records information; notify attorneys of changes, concerns, and issues.
• Use critical thinking and problem-solving to support effective case management, including investigating and collecting relevant information when details are limited.
• Collaborate with attorneys and team members to identify relevant facts and issues and effectively handle client cases.
• Gather, process, and organize incoming medical records, bills, and other case documents promptly; notify attorneys when pertinent records or information arrive and complete associated tasks.
• Manage and complete assigned tasks according to procedure; review mail daily, document pertinent information, and advise appropriate attorneys of relevant items received.
• Confirm balances and expenses and prepare settlement documents for attorney review.
• Work with team members toward office and departmental goals and provide backup, including for client meetings and video conferences, as needed.
• Train, mentor, and guide less experienced team members when appropriate or requested.
• Work in the office as scheduled for client meetings, team collaboration, training, and other events.

Benefits

• Medical plan options, including a zero-dollar-premium high-deductible health plan option for employee-only coverage.
• Dental plan option.
• Vision plan option.
• Virtual healthcare access.
• Health Savings Account and Flexible Spending Account options.
• 401(k) plan with employer match.
• Disability insurance options, including employer-paid long-term disability.
• Life insurance options, including employer-paid basic life insurance.
• 11 company-paid holidays.
• Paid time off.
• Employer-paid Employee Assistance Program.
• Team Member Discount Program through Perks at Work.
• Employer-paid Benefits Assistance/Advocacy Program.
• Competitive pay.
• Hybrid work arrangement.
• Personalized development plans to support career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed