Nelo I.
Medical Records Retrieval | PI & Legal Case Manager | Customer Support
🚨 If your caseload is growing faster than your team can handle — I'm already familiar with exactly what's breaking down. I'm a Legal and Medical Virtual Assistant with years of hands-on experience inside the operational core of personal injury firms, medical practices, and litigation support teams. I don't support these environments from a distance. I work inside your systems, your workflows, and your deadlines, from the first intake call to final settlement. Here's what that's looked like in practice: ✔️ Managed 80+ active cases simultaneously with a 90% reduction in missed deadlines. ✔️ Retrieved 100+ medical records monthly at 99% accuracy across Datavant, Chartswap, Ciox, MRO, and ChartPro. ✔️ Reduced insurance claim delays by 85% through proactive adjuster follow-up and coverage tracking. ✔️ Handled 1,000+ client communications monthly, cutting average response time by 50%. ⚖️ Legal & Litigation Support I step directly into your case management system — Filevine, Clio, MyCase, Casepeer, or Litify — and own the operational details your attorneys shouldn't be touching. 💻Case management: intake to settlement tracking, deadline monitoring, documentation. 🏥Medical records retrieval: requests, follow-ups, and portal management (Datavant, Chartswap, Ciox, MRO, ChartPro). 📑Insurance coordination: adjuster contact, DEC pages, coverage verification, claim tracking. ✉️Legal correspondence: Letters of Representation, ILRs, Preservation & Spoliation letters. 🔎Liability investigations: DMV searches, incident reports, witness outreach. 📂Demand package preparation and settlement coordination support. 🩺 Medical Practice & Healthcare Admin For medical practices and treatment providers, I bring the same precision to your front desk operations — so your providers stay focused on care, not paperwork. 🗂️EHR management: AdvancedMD, SimplePractice, Novoclinical, IntakeQ, DrChrono. 🩺Patient intake, scheduling, and onboarding. 🔐Insurance verification and prior authorizations. 📞Patient communication: reminders, follow-ups, inbound support. 🏦Medical billing support and lien-based care coordination. 🤝Liaison support between law firms and treatment providers. 🎧 CRM Operations & Client Support 💬Inbound/outbound communication across email, phone, chat, and CRM. 🔄CRM setup, data entry, pipeline management, workflow optimization. 📥Client intake flows, onboarding sequences, and follow-up automation. 📊 Reporting, task tracking, and team coordination support. 🛠️Tools: HubSpot, Salesforce, Zoho, Zendesk, GoHighLevel, Intercom, Pipedrive. Why clients stay: ✔ I'm HIPAA-aware and handle every file with legal confidentiality standards. ✔ I review your systems in the first 48 hours and start contributing before the end of week one. ✔ You'll never chase me for updates — I communicate proactively, flag problems early, and close loops without being asked. ✔ I treat your clients the way you would — because every interaction either protects or damages your reputation. Managing a growing caseload, an overwhelmed front desk, or a CRM that no one's keeping clean? Let's talk about what's slipping through and how I fix it. 📩 Message me, I respond same day.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $6.2k
Billed in all: $67,329$67k
$2.1k in the last 6 months
Across 13 contracts
Earnings, last 30 days
Skill rankings: Top 12% in Microsoft Office
Ranked by MRR among everyone on Upwork with the skill.
- #58Document Management System337 freelancers · 🇳🇬 #2Top 17%🇳🇬#2 of 14
- #63Legal Case Management Software319 freelancers · 🇳🇬 #11Top 20%🇳🇬#11 of 40
- #109Contract Management593 freelancers · 🇳🇬 #4Top 18%🇳🇬#4 of 27
- #113Legal Documentation601 freelancers · 🇳🇬 #6Top 19%🇳🇬#6 of 39
- #115Personal Injury Law397 freelancers · 🇳🇬 #14Top 29%🇳🇬#14 of 35
- #171Healthcare Management848 freelancers · 🇳🇬 #7Top 20%🇳🇬#7 of 51
- #176EMR Data Entry945 freelancers · 🇳🇬 #12Top 19%🇳🇬#12 of 70
- #190Medical Records807 freelancers · 🇳🇬 #10Top 24%🇳🇬#10 of 41