Legal Services Liaison

Job Summary

The Legal Services Liaison is a multifaceted, client-facing Operations role responsible for coordinating, overseeing, and developing Dane Street’s Legal Services offerings, with primary accountability for the counter affidavit process. Acting as the primary Operations contact for legal services clients, the Liaison connects clients, attorneys, adjusters, physician reviewers, Sales, Management, and internal teams to ensure accurate, complete, timely, and professional service delivery. The role requires independent judgment and ownership across case assessment, expert selection, quality assurance, legal documentation, testimony and deposition coordination, fee management, and workflow oversight, while balancing complex legal and clinical requirements, competing deadlines, and client expectations.

Beyond daily operations, the Liaison plays a key role in strengthening client relationships, resolving service issues, ensuring report accuracy and completeness, and identifying opportunities to enhance service delivery and revenue growth. Working closely with the Operations Manager of Legal Services, Sales, and leadership, this position supports client retention, service-line development, process improvements, and evolving business needs. Success requires accountability, sound decision-making, collaboration, and a proactive, solutions-oriented approach focused on operational excellence, client satisfaction, and the continued growth of Dane Street’s Legal Services.

Mission, Culture, and Values

At Dane Street, we believe exceptional employee experiences create exceptional client experiences. Our culture is built on collaboration, continuous improvement, accountability, and care.

We care for our customers, we care for our employees, and we care for one another. Every team member plays an important role in creating an environment where people feel respected, supported, empowered to grow, and inspired to do meaningful work.

What You'll Do

Legal Case Management & Expert Coordination 

• Oversee the intake, assessment, and coordination of Legal Services cases, with primary accountability for the counter affidavit process.
• Evaluate case requirements, identify appropriate service lines, and coordinate qualified medical experts to ensure accurate, complete, and timely deliverables that meet client expectations and applicable jurisdictional requirements.

Client Relationship Management & Service Delivery

• Serve as the primary Operations contact for Legal Services clients and manage client relationships throughout the service delivery process.
• Partner with attorneys, adjusters, physicians, Sales, and internal teams to address client needs and resolve escalations.
• Communicate case progress and ensure a consistent, high-quality client experience.

Legal Documentation, Quality Assurance & Compliance

• Oversee the quality and accuracy of legal reports, counter affidavits, testimony packages, physician credentials, and supporting documentation.
• Ensure deliverables align with client instructions, company standards, and applicable legal and jurisdictional requirements.
• Maintain awareness of relevant legal developments and coordinate updates to templates, workflows, and training as needed.

Operational & Workflow Oversight

• Provide operational oversight across Legal Services, including case assignments, turnaround times, testimony and deposition coordination, urgent requests, and outstanding deliverables.
• Identify workflow challenges and manage competing priorities.
• Collaborate with Operations leadership to improve efficiency, maintain accountability, and support consistent service delivery.

Financial Oversight & Service Issue Resolution

• Support the financial and administrative aspects of Legal Services, including fee schedules, case estimates, and expert fees.
• Review and address billing discrepancies, including improperly bundled, unbundled, duplicate, or redundant charges.
• Exercise sound judgment in addressing service concerns, pricing questions, and operational conflicts.
• Partner with Finance, Sales, and leadership to protect client relationships and maintain business objectives.

Service-Line Development & Cross-Functional Collaboration

• Partner with Sales, the Operations Manager of Legal Services, and leadership to support client retention and new business opportunities.
• Identify opportunities to expand service offerings and strengthen physician and reviewer relationships.
• Enhance internal processes and improve overall operational performance and client satisfaction.

What Makes This Role Successful

Success in this role is defined by operational precision, strategic case ownership, and the ability to bridge the gap between complex legal deadlines and clinical expertise. You excel by quickly evaluating incoming referrals, accurately matching cases to the most qualified medical experts, and driving end-to-end delivery within strict turnaround times. By proactively auditing reports and testimony packages for first-pass legal accuracy, you ensure our deliverables consistently meet client standards and withstand jurisdictional scrutiny. You anticipate client needs, resolve service friction or fee discrepancies with poise, and adapt internal workflows to evolving statutory requirements. Ultimately, success means driving trust, and acting as a steady, solutions-oriented operator in a fast-paced, deadline-driven environment.

What Your First 90 Days May Look Like

First 30 days

• Learn Dane Street's Legal Services offerings, workflows, and case management processes.
• Understand the counter affidavit process, client requirements, and jurisdictional guidelines.
• Build relationships with clients, attorneys, adjusters, physicians, Sales, and internal teams.
• Review existing documentation, quality standards, fee schedules, and operational procedures.
• Identify workflow challenges and opportunities for improvement.

First 31-60 days

• Independently manage assigned Legal Services cases and counter affidavit requests.
• Coordinate qualified medical experts, reports, testimony, and depositions.
• Serve as a primary Operations contact for clients and address service concerns.
• Monitor case progress, turnaround times, outstanding deliverables, and quality.
• Identify and resolve operational issues and billing discrepancies.
• Recommend improvements to workflows and service delivery.

First 61-90 days

• Demonstrate full ownership of Legal Services operations and the counter affidavit process.
• Ensure accurate, complete, and timely deliverables.
• Strengthen client and physician relationships and proactively resolve escalations.
• Identify and implement opportunities to improve operational efficiency and quality.
• Partner with Sales and leadership to support client retention and business growth.
• Present recommendations for continued improvement and development of Legal Services.

Why Join Dane Street?

• Collaborative remote culture
• Professional growth opportunities
• Meaningful work supporting the healthcare industry
• Comprehensive benefits
• Great Place to Work Certified since 2021
• Commitment to employee development 

Equal Opportunity Statement: 

At Dane Street, caring for people is at the heart of what we do. We are committed to creating an inclusive workplace where every employee feels respected, valued, and empowered to contribute. We provide equal employment opportunities to all applicants and employees and make employment decisions based on qualifications, merit, business needs, and without regard to race, color, religion, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. 

Requirements

EDUCATION/CREDENTIALS:

Paralegal certification/ Medical certifications.

Must Haves: 

• Exceptional written and verbal communication, professional judgment, discretion, relationship-building, and conflict-resolution skills.
• Strong critical thinking and independent case assessment; ability to interpret complex instructions, recognize risks, and determine appropriate escalation.
• Excellent organization, prioritization, time management, and follow-through across high-volume, deadline-driven work.
• Working knowledge of clinical and legal review workflows, expert credentials, report quality expectations, and company service lines.
• Ability to coordinate effectively across clients, physicians, attorneys, adjusters, Sales, Operations, Management, and Finance.
• Previous experience in a healthcare, medical, legal, or insurance-related environment preferred. Relevant backgrounds may include clinical experience (such as CNA), legal support or administration, medical record review, medical transcription, medical documentation, or other healthcare operations roles.

Preferred Qualifications: 

• Prior experience coordinating medical-legal services, independent medical 
• reviews, counter affidavits, depositions, testimony, or litigation support.
• Familiarity with medical terminology, medical records, clinical documentation, and physician review processes.
• Experience working with attorneys, insurance adjusters, healthcare providers, medical experts, or legal professionals.
• Knowledge of legal documentation, jurisdictional requirements, medical record review, or insurance claims processes.
• Experience with case management systems, electronic medical records (EMR), and document management platforms.
• Previous experience in client-facing operations, account management, quality assurance, or service-line coordination.

WORKING CONDITIONS/PHYSICAL DEMANDS:

• Prolonged periods sitting or remaining stationary at a desk and working on a computer.
• Constant operation of a computer, keyboard, mouse, and other digital productivity tools.
• Close visual acuity required to view computer screens, analyze data, and read extensive digital documentation.
• Frequent communication with team members, leadership, and external partners via email, chat, phone, and video conferencing platforms.
• Occasional moving or positioning of office equipment or files weighing up to 10–15 pounds.

WORK FROM HOME TECHNICAL REQUIREMENTS:

Supply and support your own internet services. 

Maintain an uninterrupted internet connection.

Benefits

Join our team at Dane Street and enjoy a comprehensive benefits package designed to support your well-being and peace of mind. We offer a range of benefits including medical, dental, and vision coverage for you and your family. Additionally, we offer voluntary life insurance options for you, your spouse, and your children. We also offer other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans. Employees receive basic life insurance, short-term disability, and long-term disability coverage at no cost. Our generous paid time off policy ensures you have time to relax and recharge, while our 401k plan with a company match helps you plan for your future. Apple equipment and a media stipend are provided for remote workspace.