Demands Assistant in Beverly Hills, California at Pathway Law Firm. PC

About Pathway Law Firm. PC

At Pathway Law Firm, we are dedicated to helping individuals navigate complex legal challenges with confidence and clarity. Our firm is built on integrity, client advocacy, and results-driven representation. We are committed to delivering exceptional legal services with compassion and professionalism.

Working at Pathway Law Firm means being part of a highly respected, client-centered team that values collaboration, innovation, and career growth. We invest in our employees by offering a supportive work environment, professional development opportunities, and a culture that fosters success. If you are looking for a firm where your work truly makes an impact and where you will be appreciated for your contributions, Pathway Law Firm is the place for you! Come Experience the Difference and Go Beyond Ordinary – Choose Excellence!

At Pathway Law Firm we believe in Five Foundational Principles:

• Commitment to Excellence – We hold ourselves to the highest standards in client service and legal representation.
• Culture of Teamwork – Collaboration and mutual support drive our success.
• Client-Centered Approach – Every case is handled with care, integrity, and dedication to achieving the best outcome.
• Growth and Development – We provide opportunities for employees to advance their careers and expand their skills.
• Integrity and Transparency – Ethical decision-making and open communication are the foundation of our firm.

We welcome individuals who share our commitment to excellence to apply for our current open position(s) and become a valued part of our team.

Role: Liaison between clients, lien negotiators, and internal teams from settlement through disbursement. Owns release processing, client communication, and clean handoff to Liens.

Core duties

• Issue, track, and QC settlement releases; follow up until executed and returned; upload to Salesforce.
• Be the client's primary post-settlement contact — explain terms/timeline, give status updates, field questions.
• Liaise with Lien Negotiations: submit finalized settlement docs, relay lien updates, escalate stalls to management.
• Keep Salesforce notes and settlement files current; track internal deadlines; build settlement packets.
• Coordinate with Accounting on disbursement — confirm funds received, trust deposits cleared, resolve discrepancies.
• Work with CMs, demand writers, attorneys, and Accounting; flag processing delays to leadership.
• Follow firm compliance/confidentiality standards; support audits as needed.

Requirements

• High attention to detail; comfortable with high case volume.
• PI settlement/lien resolution knowledge (medical liens, subrogation, reimbursement claims) preferred.
• Strong follow-up discipline, client-service demeanor, MS Office/document systems proficiency.

KPIs

• Release turnaround time
• % settlements processed within internal SLA
• Lien-related delay reduction
• Documentation accuracy
• Client satisfaction
• Compliance adherence