Team Lead - Records & Investigations
About The Position
Zinda Law Group is a rapidly growing personal injury law firm committed to helping people during some of the most difficult moments of their lives. We are seeking a highly organized, detail-oriented, and experienced Records & Investigations Team Lead to oversee the team responsible for medical records, investigative documentation, and vendor-supported records and investigations work. This role reports to the Director of Legal Operations and supports two key functions: Legal Assistant – Investigations and Paralegal – Medical Records. The ideal candidate has law firm experience and has helped lead team execution through training, coaching, work review, workflow management, issue escalation, KPI reporting, vendor follow-up, and process improvement. This person should bring leadership, ownership, urgency, attention to detail, and the ability to hold both internal team members and third-party vendors accountable. This role is remote or hybrid, if you are in the Austin, Texas, area.
Requirements
- At least 3 years of law firm experience required, with 2+ years in personal injury, medical records, investigations, litigation support, or case-building work strongly preferred.
- At least 1–2 years of experience leading, training, coaching, auditing work product, managing workflows, resolving escalations, reporting on KPIs, or supervising team execution required.
- Experience managing vendors or holding third-party service providers accountable.
- College degree or paralegal certificate required.
- Strong understanding of legal case documentation, records retrieval, provider communication, and litigation support.
- Excellent technology utilization skills and ability to work efficiently in case management systems, Microsoft Office, and related platforms.
- Highly organized, detail-oriented, and process-driven.
- Excellent written and verbal communication skills.
- Able to work in a fast-paced environment and manage multiple priorities.
- Strong judgment, ownership, and follow-through.
- Able to maintain confidentiality and handle sensitive information appropriately.
- Strong team-oriented mindset and willingness to help wherever needed.
Responsibilities
- Serve as the day-to-day lead for the Medical Records and Investigations team.
- Train, coach, and guide Legal Assistants – Investigations and Paralegals – Medical Records.
- Assign, prioritize, and monitor work to ensure deadlines, quality standards, and firm expectations are met.
- Audit work product for accuracy, completeness, organization, and process compliance.
- Help onboard new team members and reinforce standards around communication, follow-up, documentation, and accountability.
- Resolve or escalate issues involving records, investigations, vendors, providers, or internal legal teams.
- Escalate recurring errors, performance concerns, or operational roadblocks to the Director of Legal Operations.
- Oversee the drafting, submission, tracking, follow-up, and completion of medical records, billing requests, and investigative assignments.
- Ensure records, bills, investigative reports, scene diagrams, evidence summaries, and related documentation are accurate, complete, organized, and useful to the legal team.
- Troubleshoot incomplete records, incorrect provider information, rejected requests, missing documentation, delayed responses, and investigation-related issues.
- Coordinate with attorneys, paralegals, providers, vendors, and legal teams to resolve records and investigations issues quickly.
- Support investigative work, including locating witnesses, conducting background checks, coordinating inspections, identifying sources of recovery, and gathering information needed to prove the client’s case.
- Ensure the team follows all policies, procedures, deadlines, documentation standards, and quality expectations.
- Serve as the primary operational point of contact for third-party vendors supporting records, billing, investigations, background checks, inspections, and related services.
- Track vendor performance, turnaround times, quality, responsiveness, and issue resolution.
- Hold vendors accountable to firm expectations and service standards.
- Escalate vendor delays, quality concerns, or recurring issues to the Director of Legal Operations.
- Recommend process or vendor changes when needed to improve speed, accuracy, or reliability.
- Help build, maintain, and improve workflows, checklists, templates, and standards for records and investigations work.
- Track backlog, aging requests, turnaround times, vendor delays, and recurring quality issues.
- Provide regular updates to the Director of Legal Operations on team performance and operational risks.
- Identify recurring problems and propose practical solutions.
- Support a metrics-driven, process-oriented department that delivers consistent results.
Benefits
- Medical, dental, and vision insurance options.
- IRA plan with company contribution match.
- Paid parental leave.
- Paid time off and paid holidays.
- Ongoing training and mentorship opportunities.
- Career advancement and professional growth opportunities within the firm.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
