Wintersteen | Casarez Law Corporation

• Oversee the legal defense of workers’ compensation cases from inception to final resolution • Lead and mentor a team of attorneys • Ensure high-quality legal work and operational efficiency • Drive successful outcomes for clients while fostering a collaborative work environment

• Analyze and enhance billing and A/R workflows for accuracy and efficiency • Lead department-level initiatives to review and restructure billing procedures • Maintain and improve tools for tracking outstanding invoices and payment progress • Review client deductions and provide reporting to upper management • Manage month-end billing processes, including pre-bill generation, time entry audits, and invoice generation • Ensure accurate submission of invoices through client e-billing portals and monitor invoice status • Conduct deduction research and identify billing anomalies conforming with the client-specific billing requirements • Create executive-level dashboards and summaries of billing and collections data • Collaborate with leadership to tailor monthly financial reports to firm needs • Assist with the development of attorney billing metrics for performance tracking and bonuses • Review and audit data for accuracy across billing platforms and Excel reports • Serve as the primary liaison between Billing and Finance leadership • Maintain data integrity across Litify, Quickbooks, and billing workbooks • Manage Litify Success Acceleration Program tickets for resolution • Produce recurring reports and support A/R reviews and other financial audits • Collaborate with teammates to gather requirements, research solutions, and complete operational initiatives • Document best practices and assist in training other team members on billing tools • Provide analytical support for strategic planning and operational decision-making

• Draft, proofread, and file legal documents, including attorney dictation, ensuring accuracy and content continuity, and send approved documents to recipients. • Perform administrative tasks including but not limited to scheduling depositions, evaluations, and settlement conferences, sending notices, and maintaining court calendars. • Prepare and file court documents using e-filing systems, and mail documents as necessary. • Communicate with Applicant’s attorneys, adjusters, and medical professionals when needed. • Subpoena records through vendors and arranges for interpreters and transportation when required. • Update and maintain case management systems such as Merus, including contact records, document management, and case information. • Serve as a liaison between clients, attorneys, and court personnel through virtual meetings, phone calls, and email.