Legal Services Liaison

Company: Dane Street
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 operational conflicts.
Partner with Finance, Sales, and leadership to protect client relationships and maintain business objectives.
Service-Line Development & Cross-Functional Collaboration
Partner with Sales, the Operations Manager of Legal Services, and leadership to support client retention and new business opportunities.
Identify opportunities to expand service offerings and strengthen physician and reviewer relationships.
Enhance internal processes and improve overall operational performance and client satisfaction.
What Makes This Role Successful
Success in this role is defined by operational precision, strategic case ownership, and the ability to bridge the gap between complex legal deadlines and clinical expertise. You excel by quickly evaluating incoming referrals, accurately matching cases to the most qualified medical experts, and driving end-to-end delivery within strict turnaround times. By proactively auditing reports and testimony packages for first-pass legal accuracy, you ensure our deliverables consistently meet client standards and withstand jurisdictional scrutiny. You anticipate client needs, resolve service friction or fee discrepancies with poise, and adapt internal workflows to evolving statutory requirements. Ultimately, success means driving trust, and acting as a steady, solutions-oriented operator in a fast-paced, deadline-driven environment.
What Your First 90 Days May Look Like
First 30 days
Learn Dane Street 's Legal Services offerings, workflows, and case management processes.
Understand the counter affidavit process, client requirements, and jurisdictional guidelines.
Build relationships with clients, attorneys, adjusters, physicians, Sales, and internal teams.
Review existing documentation, quality standards, fee schedules, and operational procedures.
Identify workflow challenges and opportunities for improvement.
First 31-60 days
Independently manage assigned Legal Services cases and counter affidavit requests.
Coordinate qualified medical experts, reports, testimony, and depositions.
Serve as a primary Operations contact for clients and address service concerns.
Monitor case progress, turnaround times, outstanding deliverables, and quality.
Identify and resolve operational issues and billing discrepancies.
Recommend improvements to workflows and service delivery.
First 61-90 days
Demonstrate full ownership of Legal Services operations and the counter affidavit process.
Ensure accurate, complete, and timely deliverables.
Strengthen client and physician relationships and proactively resolve escalations.
Identify and implement opportunities to improve operational efficiency and quality.
Partner with Sales and leadership to support client retention and business growth.
Present recommendations for continued improvement and development of Legal Services.
Why Join Dane Street ?
Collaborative remote culture
Professional growth opportunities
Meaningful work supporting the healthcare industry
Comprehensive benefits
Great Place to Work Certified since 2021
Commitment to employee development
Equal Opportunity Statement:
At Dane Street , caring for people is at the heart of what we do. We are committed to creating an inclusive workplace where every employee feels respected, valued, and empowered to contribute. We provide equal employment opportunities to all applicants and employees and make employment decisions based on qualifications, merit, business needs, and without regard to race, color, religion, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law.
Requirements
EDUCATION/CREDENTIALS:
Paralegal certification/ Medical certifications.
Must Haves:
Exceptional written and verbal communication, professional judgment, discretion, relationship-building, and conflict-resolution skills.
Strong critical thinking and independent case assessment; ability to