Job Summary
The Legal Services Liaison is a multifaceted, client-facing Operations role responsible for coordinating, overseeing, and developing Dane Street’s Legal Services offerings, with primary accountability for the counter affidavit process. Acting as the primary Operations contact for legal services clients, the Liaison connects clients, attorneys, adjusters, physician reviewers, Sales, Management, and internal teams to ensure accurate, complete, timely, and professional service delivery. The role requires independent judgment and ownership across case assessment, expert selection, quality assurance, legal documentation, testimony and deposition coordination, fee management, and workflow oversight, while balancing complex legal and clinical requirements, competing deadlines, and client expectations.
Beyond daily operations, the Liaison plays a key role in strengthening client relationships, resolving service issues, ensuring report accuracy and completeness, and identifying opportunities to enhance service delivery and revenue growth. Working closely with the Operations Manager of Legal Services, Sales, and leadership, this position supports client retention, service-line development, process improvements, and evolving business needs. Success requires accountability, sound decision-making, collaboration, and a proactive, solutions-oriented approach focused on operational excellence, client satisfaction, and the continued growth of Dane Street’s Legal Services.
Mission, Culture, and Values
At Dane Street, we believe exceptional employee experiences create exceptional client experiences. Our culture is built on collaboration, continuous improvement, accountability, and care.
We care for our customers, we care for our employees, and we care for one another. Every team member plays an important role in creating an environment where people feel respected, supported, empowered to grow, and inspired to do meaningful work.
What You'll Do
Legal Case Management & Expert Coordination
Oversee the intake, assessment, and coordination of Legal Services cases, with primary accountability for the counter affidavit process.
Evaluate case requirements, identify appropriate service lines, and coordinate qualified medical experts to ensure accurate, complete, and timely deliverables that meet client expectations and applicable jurisdictional requirements.
Client Relationship Management & Service Delivery
Serve as the primary Operations contact for Legal Services clients and manage client relationships throughout the service delivery process.
Partner with attorneys, adjusters, physicians, Sales, and internal teams to address client needs and resolve escalations.
Communicate case progress and ensure a consistent, high-quality client experience.
Legal Documentation, Quality Assurance & Compliance
Oversee the quality and accuracy of legal reports, counter affidavits, testimony packages, physician credentials, and supporting documentation.
Ensure deliverables align with client instructions, company standards, and applicable legal and jurisdictional requirements.
Maintain awareness of relevant legal developments and coordinate updates to templates, workflows, and training as needed.
Operational & Workflow Oversight
Provide operational oversight across Legal Services, including case assignments, turnaround times, testimony and deposition coordination, urgent requests, and outstanding deliverables.
Identify workflow challenges and manage competing priorities.
Collaborate with Operations leadership to improve efficiency, maintain accountability, and support consistent service delivery.
Financial Oversight & Service Issue Resolution
Support the financial and administrative aspects of Legal Services, including fee schedules, case estimates, and expert fees.
Review and address billing discrepancies, including improperly bundled, unbundled, duplicate, or redundant charges.
Exercise sound judgment in addressing service concerns, pricing questions, and…