Morgan W.
Client Intake & Case Management Specialist | Legal Admin Support.
I help attorneys and law firms streamline client intake, pre-litigation, and litigation case management, ensuring every matter runs smoothly from first contact to resolution. With experience across personal injury, family law, criminal law, and Social Security Disability (SSDI), I bring precision, consistency, and professionalism to every file I manage. Here’s how I support your practice: Client Intake & Pre-Litigation Support – Conduct detailed client intakes, open claims, prepare letters of representation, request medical records, and build organized case files ready for negotiation or litigation. Litigation Assistance – File and track complaints, coordinate service, manage discovery requests, schedule depositions, and prepare exhibits for trial. I ensure every document is accurate, timely, and court-compliant. Case Management & Workflow Coordination – Maintain digital case files, calendars, and communication logs across platforms like Clio Manage, my case and ring central. Ensuring deadlines, documents, and client updates are always in sync. Document Preparation – Draft intake forms, pleadings, discovery responses, demand letters, and settlement statements with attention to detail and confidentiality. My focus is to give attorneys and firms peace of mind, ensuring that no deadline is missed, every client feels supported, and every case moves forward efficiently. Let me handle the intake, follow-ups, and case organization so you can focus on advocacy and results.
Earnings and projects
Last 6 months ÷ 3 months active (since Aug 2026)
Last 6 months: $2.9k
Billed in all: $3,108$3.1k
$2.9k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 13% in Microsoft Office
Ranked by MRR among everyone on Upwork with the skill.
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