Joanna Marie T.
Personal Injury_Lien Negotiator_Legal Assistant_Medical Records
I help personal injury law firms and legal teams streamline operations, reduce workload, and maximize case efficiency. With hands-on experience as a Lien Negotiator, Medical Records Specialist, and Workforce Management (WFM) Analyst, I bring a unique mix of legal support + data-driven operations, helping your firm stay organized, compliant, and profitable. Whether you need help with lien reductions, case management, medical records, or client communication, I deliver accurate, reliable, and fast support. ⚖️ Legal Support & Lien Negotiation (Core Focus) Medical lien review, reduction, and negotiation Communication with providers, insurance companies, and attorneys Settlement support and lien resolution strategies Medical records request, tracking, and organization Demand package support and documentation Case management using Filevine, Casepeer, and similar CRMs 🏥 Medical Records & Case Support Requesting and following up on medical records & billing Organizing records for demands and case files Reviewing treatment summaries and documentation accuracy Ensuring completeness for settlement and negotiation 📊 WFM, Reporting & Operations Support Workforce data analysis (Excel / Google Sheets) KPI tracking, reporting, and performance insights Shift scheduling & optimization Process improvement to reduce delays and increase efficiency 📞 Client Support & Intake Client communication (phone, email, chat) Intake assistance and follow-ups Appointment setting and case updates Professional handling of sensitive legal situations 🛠 Tools & Systems Legal/CRM: Filevine | Casepeer | Salesforce | HubSpot | Zoho Communication: RingCentral | OpenPhone | Slack | Zoom Operations: Google Workspace | Microsoft Excel (Advanced) | Adobe & Nitro Other Tools: DocuSign | Vinesign | Canva | Trello | Asana | Housecall Pro | Dropbox Why Law Firms Hire Me ✔️ Experienced in personal injury case workflows ✔️ Strong background in lien negotiation & medical records ✔️ Detail-oriented and highly organized ✔️ Excellent communication (C2 English proficiency) ✔️ Able to support both legal tasks and operations/reporting 🎯My Goal To help your firm close cases faster, reduce lien costs, and stay organized, without adding more to your workload.