or similar platforms. Experience using Litify or similar case/document management systems. Spanish fluency...
using Litify or similar case/document management systems. Spanish fluency and proficiency with Microsoft 365 strongly...
, Employment Law and/or Workers’ Compensation strongly preferred;· Salesforce/Litify software background is a major...
, evidence, and California personal injury law. Proficiency with Litify, Filevine, or other case management systems...
, and lien negotiators Maintain detailed notes and case activity in the firm’s legal CRM (Litify) Experience you will need... like Litify preferred Must be highly organized, self-motivated, and able to work independently Bilingual (English/Spanish...
as possible. Ensure all data is properly and accurately entered into client management software (Litify). Organize, save, and file... expenses, including medical expenses, copy and postage charges, entering into client management software (Litify...
and investor reporting while reconciling data across Salesforce, Litify, and QuickBooks. By automating reporting templates..., pivot tables, large data sets, financial modeling) â— Comfortable working with Litify, Leadspedia, QuickBooks, Power BI...
tasks simultaneously. Proficient with legal research platforms (LexisNexis, Westlaw, or similar). Experience with Litify...
in standard office software (e.g., Microsoft Office Suite) and legal software (e.g., Lexis Nexis, Litify, etc.). Robust...
, categorize and arrange files, and correctly store information in the Case Management System (Litify) and the Server. Proficiency... litigation phase. Accurately update and preserve case information in the Case Management System (Litify) and on the Server...