Job Description

Key Responsibilities:

• Assess case file completeness and secure missing pre-retainer documents as needed
  
• Review and verify the Intake and Retainer Packet for accuracy
  
• Prioritize Significant Injury (SI) cases for prompt attention
  
• Request police reports, photos, call logs, and videos within 24–48 hours of new intake
  
• Request ER hospital records and all pre-retainer records/bills within 24–48 hours of intake
  
• Notify government insurance providers (Medi-Cal, Medicare, IEHP, etc.) within 24–48 hours
  
• Obtain incident reports for premises cases (if not included with R&I)
  
• Request necessary documents for wrongful death cases
  
• Update case management software with all pre-retainer and non-lien medical provider details
  
• Scan, name, and organize medical records and bills in the appropriate folders
  
• Save all other relevant reports and documents in the corresponding case folders
  
• Notify the Case Manager upon receiving records or reports
  
• Conduct introduction calls when the file is forwarded to GFRD
  
• Compile all records, bills, and evidence required for demand packages
  
• Obtain documentation for out-of-pocket medical expenses and loss of earnings (LOE)
  
• Finalize and verify accuracy of the request tab for all medical providers
  
• Notify clients when files are forwarded to the Demand Writing department and share writer’s contact
  
• Regularly review the 30-Day No Contact Report to ensure ongoing client communication
  
• Prepare GFRL (Getting File Ready for Litigation) cases with all required MD documentation
  
• Seek opportunities to encourage clients to submit positive online reviews
  
• Maintain professionalism and uphold J&Y Law’s reputation at all times
  
• Deliver a high level of client satisfaction throughout the claims process
  
• Perform other related tasks as assigned
  

Qualifications and Skills:

• Strong organizational and follow-up abilities
  
• Meticulous attention to detail
  
• Excellent customer service skills with empathy and compassion
  
• Clear and professional verbal and written communication
  
• Working knowledge of case management procedures and platforms
  
• Proficiency in Microsoft Word, Excel, Outlook, and Litify case management software
  
• Professional demeanor and polished appearance
  
• Focused on achieving personal, departmental, and Firm goals
  
• Ability to thrive in a collaborative, team-oriented environment
  
• Self-motivated and capable of working independently

At J&Y Law, we don’t just offer a job — we offer a career with purpose, stability, and a team you’ll be proud to grow with. We’re guided by our core values in everything we do:

Our Core Values:

• Client-Centered Service: We put clients first, always striving to support them through some of the most difficult times in their lives with compassion and diligence.
  
• Excellence in Work Product: We are committed to delivering high-quality, accurate, and timely work in every case.
  
• Integrity & Accountability: We take ownership of our responsibilities and act with integrity in all client and team interactions.
  
• Continuous Improvement: We embrace growth and learning, seeking ways to improve our processes, skills, and service every day.
  
• Team Collaboration: We believe in supporting one another and fostering an inclusive, respectful, and results-driven team culture.
  
• Passion for Justice: We are dedicated to advocating for the rights of the injured and holding negligent parties accountable. — we offer a career with purpose, stability, and a team you’ll be proud to grow with.
  

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