Medical Records Paralegal


Gathering complete medical records and bills related to each client’s case as performed by the Medical Records Retrieval Staff.

Accurately and persuasively tell the client’s story in a draft demand letter, including a summary of the case for liability, and the client’s damages.

Summarize other prior and subsequent medical records that may influence the client’s case.

RESULTS/OUTCOMES (What you must get done):

  • Ensure medical records and bills are received within 60 days of maximum medical improvement.
  • Complete client authority/eval and draft demand letters within 1 week of receiving complete medical records and bills.
  • Ensure tasks never exceed 60.


  • Work with the medical records clerk to obtain all needed medical damages.
  • Estimate billing from the VA or work with attorneys/paralegals to determine whether to open subrogation and have bills created.
  • Review records and bills for relatedness, discrepancies, high billing, etc.
  • Order films of broken bones, head trauma, herniated discs.
  • Organize records, bills and evidence into demand packets.
  • Verify the accuracy of the Value Tab.
  • Highlight treatment records discussed in letter.
  • Review initial records for potential med mal cases and summarize.
  • Review helpful and harmful case information by using treatment update notes and hedonics from clients.
  • Assist paralegals and attorneys as needed with discovery, mediation or arbitration.
  • Supplement bills for discovery, mediation or arbitration.
  • Collect review and analyze records and bills from Defense.
  • Collect review and analyze defendant’s medical records, when necessary.
  • Attend Tuesday and Friday firm Huddles at 8:00 am
  • Attend Monday, Wednesday and Thursday mini huddles with your Team Lead
  • Attending weekly OOS meetings fully prepared with strategy notes in SmartAdvocate in accordance with the preparation guideline.
  • Attend and participate in weekly firm training, when possible
  • Monitor dashboard Metrics/KPIs and successfully work toward keeping those metrics in top shape.
  • Follow and maintain all firm policies and procedures.
  • Proportionately contribute to overall client satisfaction and firm revenue goals.


  • Excellent communication skills, verbal and written.
  • Empathy for our injured clients.
  • Confidence and motivation to exceed expectations.
  • Professional attire and demeanor.
  • Desire to learn, develop, and motivate team members.
  • Team player.
  • Ability to change in a rapidly changing environment.


  • A positive fun, caring environment where learning and growing are encouraged
  • Opportunities for community outreach throughout the year
  • Medical/Dental/Vision Benefits, 401k, PTO, Bonus Pay


  • Experience in Personal Injury Law
  • Strong Writing Abilities
  • Willingness to work on site