Referral Specialist

This is a fully remote position, open to applicants in Texas.

📋 Description

• Receive, acknowledge, verify, and track incoming attorney referrals.

• Collect intake information, case summaries, records, deadlines, and authorization for client contact.

• Coordinate conflict checks and attorney reviews; highlight missing information and urgent matters.

• Monitor referrals through acceptance, decline, or referral decisions and keep referring firms updated.

• Obtain and store referral agreements, engagement documents, and supporting materials.

• Manage the pending outgoing-referral queue and send authorized referrals to approved firms.

• Follow up on pending placements and coordinate acceptance, referral terms, and client consent.

• Draft withdrawal and transfer letters and oversee signed agreements and consents.

• Securely transmit case files, confirm receipt and acceptance of representation, and update statuses accordingly.

• Monitor active referred-out cases and acquire status updates at least quarterly.

• Maintain referral-partner information and cultivate professional referral relationships.

• Keep practice management records, referral trackers, correspondence, and case folders up to date and accurate.

• Collaborate with Finance on ledgers, expense reimbursements, referral fees, Closing Statements, payments, and reconciliation.

• Prepare reports on referrals, placement durations, pending matters, case updates, fees, and reimbursable expenses.

• Identify bottlenecks and propose process enhancements to the manager.

⛳️ Requirements

• Bilingual (English and Spanish) communication skills.

• Paralegal degree, training, or certification from an ABA-approved program.

• Two years of experience in personal injury or medical malpractice law firms related to referrals, intake, legal assistance, paralegal duties, or case coordination.

• Clear and professional communication with attorneys, referral partners, prospective clients, and clients in stressful situations.

• Strong organizational skills, attention to detail, and follow-through; ability to manage a high volume of cases, prioritize deadlines, and work independently while adhering to procedures and escalating concerns as needed.

• Proficiency in practice management or CRM systems, email, spreadsheets, electronic documents, and digital file management; capacity to learn the firm's systems and complete necessary training.

• Sound judgment regarding confidential information and a clear understanding of when attorney review or approval is essential.

• Preferred: Experience with personal injury or medical malpractice matters, law firm referral relationships, client transfers, or referral-fee tracking.

• Preferred: Experience in coordinating matters across multiple states.

• Preferred: Paralegal training or certification.

🏝️ Benefits

• Paid Time Off and Paid Holidays.

• Paid Parental Leave.

• Retirement Plan with a Generous Company Contribution Match.

• Medical, Dental, and Vision Insurance.

• Excellent Working Environment.

• Opportunities to work remotely.

• Opportunities for Ongoing Training and Mentoring by Our Outstanding Team.

• Opportunities to Advance and Grow in the Company.