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About the Role
Zinda Law Group is seeking a Referral Specialist to coordinate incoming attorney referrals and manage outgoing referrals. This role involves communication, documentation, follow-up, and financial tracking in collaboration with various internal teams and external referral partners. The firm serves clients nationwide with offices in Texas, Colorado, Arizona, New Mexico, and Florida.
Responsibilities
- Receive, acknowledge, and track incoming referrals, verifying essential details before outreach.
- Gather intake information, case summaries, records, and deadlines, coordinating conflict checks and attorney review.
- Manage the referral process through acceptance, decline, or decision, keeping referring firms informed.
- Obtain and save approved referral agreements, client engagement documents, and supporting records.
- Maintain the pending referral queue and send authorized referrals to approved firms.
- Follow up on pending placements, coordinating written acceptance and required documentation.
- Draft withdrawal and transfer letters, obtaining client agreement and consent before completing transfers.
- Securely transmit authorized case files and confirm receipt and acceptance of representation.
- Monitor active referred-out cases and cases where the firm retains interest through resolution.
- Obtain and save applicable documents for ongoing cases, recording changes and escalating missing information.
- Maintain referral-partner information by state, practice area, case criteria, and availability.
- Build professional relationships with referral partners through responsive communication and feedback.
- Keep practice management records and referral trackers current.
- Save correspondence and documents in designated case folders, protecting confidential information.
- Audit records regularly, correct discrepancies, and submit Closing File Checklists.
- Coordinate with Finance for case-cost and trust-liability ledgers, communicate expense-reimbursement requests, and track referral fees.
- Draft Closing Statements, compile payment documentation, and reconcile with Finance.
- Prepare scheduled reports on referrals, review times, pending matters, and costs, identifying bottlenecks and recommending improvements.
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 firm referrals, intake, legal assistant, paralegal, or case coordination.
- Clear, professional communication with attorneys, referral partners, prospective clients, and clients.
- Strong organization, accuracy, and follow-through skills.
- Ability to manage a high volume of matters, prioritize deadlines, and work independently while following procedures.
- Proficiency with practice management or CRM systems, email, spreadsheets, electronic documents, and digital file management.
- Ability to learn the firm's systems and complete required training.
- Sound judgment with confidential information and understanding of when attorney review is required.
- Experience with personal injury or medical malpractice matters, law firm referral relationships, client transfers, or referral-fee tracking (preferred).
- Experience coordinating matters across multiple states (preferred).
- Paralegal training or certification (preferred).
Skills
- Referrals management
- Intake coordination
- Legal assistant duties
- Paralegal duties
- Case coordination
- Communication
- Documentation
- Follow-up
- Financial tracking
- Practice management systems
- CRM systems
- Spreadsheets
- Electronic document management
- Digital file management
- Organization
- Accuracy
- Prioritization
- Independent work
- Escalation of concerns
- Confidentiality
- Judgment
Location
- Texas
- Colorado
- Arizona
- New Mexico
- Florida
- Remote
Work Type
- Full-time
- Remote
Experience Level
- Two years of experience in personal injury or medical malpractice law firm referrals, intake, legal assistant, paralegal, or case coordination
Education Level
- Paralegal degree, training or certification (ABA approved program)
Salary/Compensations
- Starting at $22/hour
Benefits
- Paid Time Off and Paid Holidays
- Paid Parental Leave
- Retirement Plan with Generous Company Contribution Match
- Medical, Dental, and Vision Insurance
- Opportunities for Ongoing Training and Mentoring
- Opportunities to Advance and Grow in the Company
About the Company
- Zinda Law Group is an elite plaintiff’s personal injury and medical malpractice firm serving clients nationwide.
- We are not your typical law firm.
- We offer valuable, rewarding work helping people get the justice they deserve.
- We provide continuous learning opportunities with mentorship and training from top professionals.
- We foster a remarkable team environment with diverse, dedicated, and passionate individuals.
Equal Opportunity
- Zinda Law Group is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other protected status as required by applicable law.