Legal Secretary – Scheduling & Medical Records Coordination

We are seeking a detail-oriented and highly organized Legal Secretary to support a fast-paced legal-medical services practice. This role focuses on scheduling,  coordination, case tracking, records management, and basic financial reconciliation.  The ideal candidate is detail-oriented, proactive, and comfortable managing multiple workflows simultaneously.  The role is critical to ensuring smooth scheduling, accurate handling of medical records, and professional communication with attorneys, physicians, and staff. 

Key Responsibilities

• Schedule and coordinate medical–legal services including IMEs, SMOs, record reviews, depositions, and calls.

• Track case status from intake through completion and maintain accurate logs

•Receive, organize, and process large volumes of medical records and imaging.

• Coordinate record requests with attorneys, facilities, and vendors

• Reconcile invoices, charges, retainers, and payments against case files

• Assist with document preparation, correspondence, and file maintenance

• Update internal systems to ensure real-time case and billing accuracy

• Communicate professionally with law firms, insurance companies, case managers, medical offices, and internal staff regarding scheduling and logistics.

Qualifications

• Strong customer service skills

• Must be energetic and a people-person

• Eager to help grow the business and bring on new clients/business

• Relevant administrative/legal experience preferred

• Strong organizational and time-management skills

• High attention to detail and accuracy

• Comfortable handling confidential information

• Proficiency with Adobe and Microsoft Office products including Word and Excel

• Ability to learn internal workflows and adapt quickly in a deadline-driven environment

Preferred Skills

• Experience with legal case management or medical records

• Basic understanding of billing, invoicing, or accounts reconciliation

• Strong written and verbal communication skills

Position Type

Full-time Monday-Friday 

Growth opportunity within a specialized legal–medical practice