Forbes Legal Coach helps Personal Injury Law Firms nationwide capitalize on receiving maximum settlement results by teaching their paralegals and case managements swift, quality case management tactics while practicing superior customer services called the "Forbes Method."Online Training Videos to train new and existing case managers on how to properly handle a case from start to finish. Provide one-on-one assistance with questions - post-training through a helpline. Handles case management processes in all 50 states. Live Training is available. Provide Law Firm Process Improvement Planning from Intake to Closings. Offering Auditing Services from 25 to 50 files per case manager within any law firm.

SYSTEMS & OPERATIONAL PROCESS REFINEMENT- Create, implement and maintain the Firm's policies & procedures.- Train staff on all policies and procedures, linking compliance with the same to Key Performance Indicators (KPIs) and a job performance review process.- Create an internal audit system to trigger red flags when policies and procedures are not followed properly so we catch any errors before the client or anyone else does.- Define and implement productivity metrics whereby we can more accurately measure and improve Firm efficiency.- Refine and maintain the Firm's technology infrastructure to minimize waste and maximize internal efficiencies within the firm.FACILITIES MANAGEMENT- Liaison with IT, professional service, and other vendors to facilitate the smooth operation of the back-end operations of the Firm.- Approve the purchasing of office equipment and supplies.HUMAN RESOURCES- Determine attorney and non-attorney hiring needs. Recruit, interview, and screen applicants for attorney and non-attorney positions.- Orient, train and act as the firm's supervisor of all non-legal staff, including paralegals.- Evaluate all non-legal staff around defined Key Performance Indicators (KPIs) and make recommendations to Owner regarding their work assignments, salaries, bonuses and discipline.- Implements and enforces the Firm's personnel rules and employment policies.- Coordinate staff vacation schedules, supervise the payroll function and administer the Firm's benefit plans.MARKETING MANAGEMENT- Coordinate and handle the arrangements for firm events and assist the Owner with marketing activities.- Manage the Firm's billing functions (e.g. monitoring work in process, creating systems to ensure sure that completed work gets billed timely and in plain English, etc.).

Manage up to 225 presuit cases.Delegate tasks to a legal assistant.Composing Various Legal Documents.Negotiate Settlement offers with adjusters on behalf of Clients under supervision of an attorney. Assessing and establishing the value of Personal Injury cases.Acting as a liaison between Client and office by furnishing and requesting information as needed.Proactively coordinating upcoming events, as well as maintaining diary and tickler dates appropriately.Inputting and maintaining information into case management system, ensuring data integrity, while maintaining, organizing and indexing all case files, and other documentation in an accurate and timely manner.Coordinating depositions, medical examinations and other court designated hearings.Obtain and thoroughly review various medical records, including but not limited to, Chiropractic narratives, MRIs, CT scans, Orthopedic office notes, ER records, etc...Prepare Medical Chronologies.Work in an organized and efficient manner, as well as helping to create processes to assist in streamlining our caseload.Confirm all medical bills, medical payment ledgers, Medicare/Medicaid liens, and any potential healthcare liens.Verify any potential tortfeasor's insurance coverage.Prepare Demand Letters to Adjusters. Assist Clients in various stages of their personal injury claim.Prepare Closing Statements.Negotiate Medical Bills, Quantum Meruit (Attorneys Fees) Liens, and Healthcare Subrogation Liens.Provide Notary Public services.

Composing Various Legal Documents.Negotiate Settlement offers with adjusters on behalf of Clients under supervision of an attorney. Assessing and establishing the value of Personal Injury cases.Acting as a liaison between Client and office by furnishing and requesting information as needed.Proactively coordinating upcoming events, as well as maintaining diary and tickler dates appropriately.Inputting and maintaining information into case management system, ensuring data integrity, while maintaining, organizing and indexing all case files, and other documentation in an accurate and timely manner.Coordinating depositions, medical examinations and other court designated hearings.Obtain and thoroughly review various medical records, including but not limited to, Chiropractic narratives, MRIs, CT scans, Orthopedic office notes, ER records, etc...Prepare Medical Chronologies.Work in an organized and efficient manner, as well as helping to create processes to assist in streamlining our caseload.Confirm all medical bills, medical payment ledgers, Medicare/Medicaid liens, and any potential healthcare liens.Verify any potential tortfeasor's insurance coverage.Prepare Demand Letters to Adjusters. Assist Clients in various stages of their personal injury claim.Prepare Closing Statements.Negotiate Medical Bills, Quantum Meruit (Attorneys Fees) Liens, and Healthcare Subrogation Liens.Provide Notary Public services.

Composing Various Legal Documents.Negotiate Settlement offers with adjusters on behalf of Clients.Assessing and establishing the value of Personal Injury cases.Acting as a liaison between Client and office by furnishing and requesting information as needed.Proactively coordinating upcoming events, as well as maintaining diary and tickler dates appropriately.Inputting and maintaining information into case management system, ensuring data integrity, while maintaining, organizing and indexing all case files, and other documentation in an accurate and timely manner.Coordinating depositions, medical examinations and other court designated hearings.Obtain and thoroughly review various medical records, including but not limited to, Chiropractic narratives, MRIs, CT scans, Orthopedic office notes, ER records, etc...Prepare Medical Chronologies.Work in an organized and efficient manner, as well as helping to create processes to assist in streamlining our caseload.Confirm all medical bills, PIP ledgers, Medicare/Medicaid liens, and any potential healthcare liens.Verify any potential tortfeasor's insurance coverage.Prepare Demand Letters to Adjusters. Assist Clients in various stages of their personal injury claim.Prepare Closing Statements.Negotiate Medical Bills, Quantum Meruit (Attorneys Fees) Liens, and Healthcare Subrogation Liens.Provide Notary Public services.

Assist the attorney with legal research using Westlaw, draft briefs, draft interrogatories, and assist with personal injury process within a claim. Reconciling all office banking records using QuickBooks, write-off expenses, write checks, and balance banking accounts. Manage the attorney’s calendar, file cases using e-file, draft motions and pleadings. Provide Notary Public services

Managed over 80 individual companies, with over 2,000 employees, and over $20k monthly revenue.Calculated complex garnishments from child support, state levies, IRS levies, and creditor garnishments, and handled executive fringe benefits, such as SCORP, GTL, etc…Assisted with bi-weekly, weekly, semi-monthly, and bonus payrollsReconciled data for Quarter End and Year End for various companies.Ability to achieve goals and results, prioritize work, solve problems independently and work effectively under pressure, when necessary. Proficiency in word processing, spreadsheets and presentation software and the ability to quickly learn specialized software

Exceptional organizational skills, particularly organizing projects, events, managing timelines, meeting deadlines, and multi-tasking. Demonstrates knowledge and good judgment in matters of corporate policy, procedures, communication and confidentiality. Assisted in managing 10 – 15 New Hire employees and groomed them to transition into a permanent role with the company.

Encompass the ability to interpret statutes and effectively explain its meaningHaving the ability to investigate all relevant facts in casesThe ability to prepare the legal arguments, draft pleadings and motions to be filed with the court, obtain affidavits, and assist attorneys during trialsCompleted Petition for Benefits, Request to Produces in Workers’ Compensation cases for hearings and depositionsSort through Medical Records to determine whether they were relevant to our claimCreated appointments with judges offices for attorney