Referral Specialist

Zinda Law Group, PLLC

. Receive, acknowledge, verify, and track incoming attorney referrals .

Posted 10/26/2026full-timeRemote • Texas • United StatesJuniorMid-Level💰 $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing attorney referrals, coordinating case information, and maintaining accurate records while ensuring clear communication with clients and referral partners. Proficient in handling confidential information and utilizing practice management systems to streamline processes and improve efficiency.

Highest-signal resume keywords

Bilingual Communication SkillsParalegal Degree or CertificationPersonal Injury Law ExperiencePractice Management System ProficiencyStrong Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Case CoordinationIntake Information GatheringReferral TrackingDocument DraftingStatus MonitoringProcess ImprovementConfidential Information ManagementReferral Fee TrackingClient Consent CoordinationLegal Assistant Skills

Soft Skills

Clear CommunicationProfessionalismStrong Follow-ThroughAbility to Work IndependentlySound Judgment

Tools & Technologies

Practice Management SystemsCRM SystemsEmailSpreadsheetsDigital File Management

Certifications & Qualifications

Paralegal CertificationABA Approved Program Certification

Industry Keywords

Personal Injury LawMedical Malpractice LawAttorney ReferralsReferral AgreementsClient Transfers

About the role

Key responsibilities & impact

Receive, acknowledge, verify, and track incoming attorney referrals
Gather intake information, case summaries, records, deadlines, and authorization for client contact
Coordinate conflict checks and attorney review; flag missing information and urgent issues
Track referrals through acceptance, decline, or referral decisions and keep referring firms informed
Obtain and save referral agreements, engagement documents, and supporting records
Maintain the pending outgoing-referral queue and send authorized referrals to approved firms
Follow up on pending placements and coordinate acceptance, referral terms, and client consent
Draft withdrawal and transfer letters and coordinate signed agreements and consents
Securely transmit case files, confirm receipt and acceptance of representation, and update statuses
Monitor active referred-out cases and obtain status updates at least quarterly
Maintain referral-partner information and build professional referral relationships
Keep practice management records, referral trackers, correspondence, and case folders current and accurate
Coordinate with Finance on ledgers, expense reimbursements, referral fees, Closing Statements, payments, and reconciliation
Prepare reports on referrals, placement times, pending matters, case updates, fees, and reimbursable costs
Identify bottlenecks and recommend process improvements to the manager

Requirements

What you’ll need

Bilingual (English and Spanish) communication skills
Paralegal degree, training or certification (ABA approved program)
Two years of personal injury or medical malpractice law firm experience in referrals, intake, legal assistant, paralegal, or case coordination
Clear, professional communication with attorneys, referral partners, prospective clients, and clients experiencing stressful circumstances
Strong organization, accuracy, and follow-through; ability to manage a high volume of matters, prioritize deadlines, and work independently while following procedures and escalating concerns
Proficiency with practice management or CRM systems, email, spreadsheets, electronic documents, and digital file management; ability to learn the firm's systems and complete required training
Sound judgment with confidential information and a clear understanding of when attorney review or approval is required
Preferred: Experience with personal injury or medical malpractice matters, law firm referral relationships, client transfers, or referral-fee tracking
Preferred: Experience coordinating matters across multiple states
Preferred: Paralegal training or certification

Benefits

Comp & perks

Paid Time Off and Paid Holidays
Paid Parental Leave
Retirement Plan with Generous Company Contribution Match
Medical, Dental, and Vision Insurance
Excellent Working Environment
Opportunities to work remotely
Opportunities for Ongoing Training and Mentoring by Our Outstanding Team
Opportunities to Advance and Grow in the Company