Legal Secretary – Scheduling & Medical Records Coordination

Overview

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.

• 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.

• 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

• Experience with legal case management or medical records
• Basic understanding of billing, invoicing, or accounts reconciliation
• Strong written and verbal communication skills

Full-time, Monday–Friday

Growth opportunity within a specialized legal–medical practice