Marcela Bonilla Garcia

• Manage all pre-litigation aspects of a personal injury case file for incidents that occurred in various states (Case Load – up to 130 cases).
• Assisted in intake duties if needed.
• MVA, Commercial MVA, and Premises Liability case load.
• Conducting introductory calls with my assigned clients – obtaining details about case.
• Negotiating liability decisions with insurance adjusters.
• Setting up all my clients for medical treatment with appropriate medical providers.
• Maintaining regular contact with my clients (at least one call every two weeks).
• Used SmartAdvocate as a case management software.
• Delegating tasks to team members such as requesting medical records, document preparation, filing claims with insurance companies, etc.
• Assisting clients with the property damage portion of their claim.
• Drafting and sending legal correspondence to insurance adjusters.
• Ensuring clients are attending medical appointments and receiving treatment deemed medically necessary by referring doctor/ medical provider.
• Ensuring all medical records, lien information, insurance documents, accident pictures, and any supporting case information are in the file.
• Preparing all insurance bodily injury settlement demand exhibits.
• Utilizing EvenUp for the preparation of Personal Injury settlement demands.
• Assisted events with team members to ensure successful rapport.

* Position moved back to in-house due to business needs and operations.

• Manage all pre-litigation aspects of personal injury case files for incidents that occurred in Texas, Arizona, and California (Case Load – up to 100 cases).
• Conducting introductory calls with my assigned clients – obtaining details about case.
• Setting up all my clients for medical treatment with appropriate medical providers.
• Maintaining regular contact with my clients (at least one call every two weeks).
• Used Litify as case management software.
• Used Google Meets and Zoom (Meetings with Team Members and Communication with Clients).
• Delegating tasks to team members such as requesting medical records, document preparation, requesting police reports, body cam footage, 911 calls, autopsy reports, defendant background information and filing claims with insurance companies.
• Assisting client's with property damage portion of their claim.
• Drafting and sending legal correspondence to insurance adjusters.
• Ensuring clients are attending medical appointments and receiving treatment deemed medically necessary by referring doctor/ medical provider.
• Ensuring all medical records, lien information, insurance documents, accident pictures, and any supporting case information are in file.
• Preparing all insurance bodily injury demands.

• Assisting case handling attorney with all pre-litigation and litigation aspects of a personal injury case file (Case Load – 75 to 115).
• Managing all cases on Microsoft Office personal case managing software.
• Filing claims with insurance companies.
• Ordering police reports, open records, 911 calls, autopsy reports, etc.
• Conducted interviews with potential witnesses to obtain statements relevant to pending cases.
• Drafting third party and first party settlement demands and counter demands.
• Reviewed and prepared legal documents, such as pleadings, initial disclosures, discovery responses, Docket Control Order, etc.
• Organized exhibits for trial proceedings.
• Proofread drafts of legal documents for accuracy in grammar and punctuation.
• Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
• Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
• Maintained knowledge on case status by reviewing relevant records and reporting back to clients.
• Prepared settlement disbursements.
• Provided handling attorney assistance from the beginning of a personal injury case all through the settlement portion of the case.

• Manage all pre-litigation aspects of a personal injury case file (Case Load – 50 to 75 cases).
• Assisted in intake duties if needed.
• MVA, Commercial MVA, and Premises Liability case load.
• Managing all cases on Needles software.
• Filing claims with insurance companies (Liability, Commercial Liability, PIP, UM/UIM, MedPay, PAP, Etc.).
• Negotiating liability decisions with insurance adjusters.
• Handling property damage portion of client's claim – ensuring that client's vehicle gets evaluated by insurance appraiser, repairs are made and loss of use, rental, towing and/or storage expenses are reimbursed adequately. If vehicle is not repairable, ensuring client's vehicle is valued at fair price and client and/or lien holder receive payment.
• Drafting and sending legal correspondence to insurance adjusters.
• Establish consistent communication with client to provide case updates.
• Ensuring clients are attending medical appointments and receiving treatment deemed medically necessary by referring doctor/ medical provider.
• Ordering police reports, open records (body cam footage, all media collected during accident, etc.), 911 calls, autopsy reports, etc. to applicable department.
• Requesting medical and billing records from various medical locations.
• Preparing all files to summit for demand preparation.