Role Description Support legal operations, case management, and document preparation to advance Milestone’s delivery of principled, client-centered legal services. Collaborate with attorneys and cross-functional teams to ensure accurate, timely, and secure execution of legal processes aligned with Milestone’s empathetic and agile values. - Work under the direction and supervision of Milestone Attorneys to support legal matters across various practice areas. - Draft legal documents, pleadings, and correspondence as needed to support case resolution. - Conduct legal research and prepare memoranda on relevant legal issues. - Manage and accurately track a high volume of case files, ensuring all documentation is organized and up to date. - Utilize legal databases and court systems to retrieve, review, and file case materials. - Maintain a strong understanding of legal terminology, court procedures, and filing requirements. - Handle internal and external communications with professionalism and in a timely manner. - Prepare and update case reports and project documentation in accordance with established timelines. - Coordinate with outside counsel, vendors, and service providers during various phases of legal proceedings. - Uphold confidentiality and handle sensitive information in accordance with secure protocols. - Collaborate with internal operational teams and delegate tasks appropriately while maintaining accountability for project outcomes. - Provide administrative support on key legal projects and deliverables as assigned. - Demonstrate strong attention to detail, time management, and organizational skills. - Ensure timely and accurate execution of tasks as outlined in project plans, court orders, or client requests. - Respond promptly to colleagues and stakeholders to keep project deliverables on schedule. - Communicate client needs effectively to internal teams to ensure alignment and responsiveness. - Draft and review work with a high level of accuracy, escalating issues appropriately when necessary. Qualifications - Bachelor’s Degree and/or a paralegal certificate, or 5+ years industry experience. - Advanced computer literacy with proficiency in Microsoft Office, including Word, Excel, and Outlook. - 4+ years of relevant bankruptcy law experience. - Experience in mass tort settlements or multi-party personal injury, with basic knowledge of lien resolution is ideal. - Advanced Excel abilities such as Pivot Tables, V/XLOOKUP, and Macros are a plus. - Familiarity with Salesforce, Asana, Power Automate, Power BI, are pluses. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle, or feel objects, tools, or controls; and reach with hands, talk, and hear. The employee frequently views a computer monitor and frequently uses a computer keyboard. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to adjust focus. The employee is regularly required to be mobile, and the employee occasionally travels both short and long distances via a variety of conveyances. Company Description Milestone is an innovator in post-settlement solutions, providing technology-enabled administration services to law firms managing complex mass tort settlements. Through its proprietary Pathway® platform, Milestone has transformed post-settlement distribution by delivering a more efficient, transparent, and data-driven process for managing claims administration and settlement disbursement.

• Open and manage motor vehicle accident case files from intake through settlement or trial preparation. • Maintain accurate and organized case records in the firm’s case management system (Filevine). • Track deadlines, statutes of limitations, and litigation calendars to ensure timely case progression. • Coordinate with clients, medical providers, insurance adjusters, and opposing counsel. • Draft and send correspondence, authorization forms, and status updates to clients and third parties. • Handle 50-100 cases at any given time with at least 50% focus on motor vehicle accident cases. • Demand drafting with attorney oversight while maintaining maximum self-sufficiency. • Request, obtain, and organize medical records, bills, and lien information from providers. • Review and summarize medical records to identify treatment timelines, diagnoses, and gaps in care. • Track outstanding records requests and follow up with providers to ensure timely receipt. • Coordinate with medical lien holders and health insurers regarding outstanding balances. • Prepare medical chronologies and treatment summaries for attorney review. • Communicate with insurance adjusters and medical providers for record acquisition. • Draft demand packages, including demand letters, medical summaries, and supporting documentation. • Calculate special damages, including medical bills, lost wages, and out-of-pocket expenses. • Submit demands to insurance carriers and track response deadlines. • Assist attorneys with negotiation support, counter-demand drafting, and settlement documentation. • Prepare settlement statements, closing documents, and disbursement calculations Insurance & Investigation. • Identify and confirm applicable insurance coverage, including liability, UM/UIM, MedPay, and PIP. • Request and review police reports, accident reconstructions, and property damage documentation. • Obtain photographs, witness statements, and other evidence relevant to liability. • Communicate with insurance adjusters to open claims, confirm coverage, and track claim status. • Assist with preparation of pleadings, discovery requests, and responses under attorney supervision. • Summarize depositions, medical expert reports, and accident reconstruction materials. • Organize and maintain trial binders, exhibit lists, and case chronologies. • Serve as a primary point of contact for clients throughout the life of their case. • Provide regular status updates and respond to client inquiries in a professional and timely manner.

• Monitor and enforce compliance with state medical board rules, telehealth regulations, and cosmetic/aesthetic procedure guidelines • Guide the transition from traditional spa to licensed medical spa, including legal structure, medical supervision, and documentation requirements • Prepare, organize, and maintain key legal and operational documents (SOPs, contracts, waivers, consent forms, etc.) • Conduct internal compliance audits and risk assessments • Keep leadership informed on regulatory changes, licensing requirements, and industry risks • Research multi-state compliance requirements (NP/PA supervision rules, scope of practice, corporate practice of medicine laws) • Draft internal protocols and policies that align with HIPAA, telehealth, and medical aesthetics standards • Collaborate with medical directors, legal counsel, and operational managers to ensure seamless compliance integration

Role Description This role is a great opportunity for someone who enjoys both execution and analysis, owning core case management processes while reviewing legal and medical documentation and contributing insights that support case strategy and decision-making. As a Paralegal, you will be responsible for supporting the end-to-end management of motor vehicle accident cases from intake through settlement or trial by: - Maintaining organized case files - Coordinating with clients and third parties - Ensuring all deadlines and documentation are accurately tracked You will handle the collection and review of medical records, prepare case summaries and demand packages, assist in settlement negotiations, and support litigation activities such as drafting legal documents and managing court filings. This role also involves communicating regularly with clients, insurance adjusters, and medical providers, while ensuring all case-related information is properly documented and aligned with legal procedures. Qualifications - 3 to 5 years of U.S. paralegal experience (candidates with fewer years of experience will also be considered) - Exposure to motor vehicle accident or personal injury cases for U.S.-based law firms is advantageous - Demonstrated experience managing personal injury files from intake through demand and settlement is a plus - Experience using Filevine or similar tools is advantageous, as training can be provided for candidates - Understanding of the motor vehicle claims process, including liability, UM/UIM, MedPay, PIP, and lien resolution, is desirable; full expertise is not required - Experience requesting, reviewing, and summarizing medical records and billing documentation is helpful, but on-the-job learning is supported - Ability to draft demand letters, settlement packages, and client correspondence independently is advantageous - Experience with insurance carrier communications and adjuster workflows - Organizational skills and ability to manage a high-volume caseload with competing deadlines - Good written and verbal communication skills Requirements - Open and manage motor vehicle accident case files from intake through settlement or trial preparation - Maintain accurate and organized case records in the firm’s case management system (Filevine) - Track deadlines, statutes of limitations, and litigation calendars to ensure timely case progression - Coordinate with clients, medical providers, insurance adjusters, and opposing counsel - Draft and send correspondence, authorization forms, and status updates to clients and third parties - Handle 50-100 cases at any given time with at least 50% focus on motor vehicle accident cases - Demand drafting with attorney oversight while maintaining maximum self-sufficiency - Request, obtain, and organize medical records, bills, and lien information from providers - Review and summarize medical records to identify treatment timelines, diagnoses, and gaps in care - Track outstanding records requests and follow up with providers to ensure timely receipt - Coordinate with medical lien holders and health insurers regarding outstanding balances - Prepare medical chronologies and treatment summaries for attorney review - Draft demand packages, including demand letters, medical summaries, and supporting documentation - Calculate special damages, including medical bills, lost wages, and out-of-pocket expenses - Submit demands to insurance carriers and track response deadlines - Assist attorneys with negotiation support, counter-demand drafting, and settlement documentation - Prepare settlement statements, closing documents, and disbursement calculations - Identify and confirm applicable insurance coverage, including liability, UM/UIM, MedPay, and PIP - Request and review police reports, accident reconstructions, and property damage documentation - Obtain photographs, witness statements, and other evidence relevant to liability - Communicate with insurance adjusters to open claims, confirm coverage, and track claim status - Identify and document potential liens (Medicare, Medicaid, health insurance, workers’ comp) - Assist with preparation of pleadings, discovery requests, and responses under attorney supervision - Summarize depositions, medical expert reports, and accident reconstruction materials - Organize and maintain trial binders, exhibit lists, and case chronologies - Coordinate scheduling of depositions, IMEs, and court appearances - E-file documents and manage court deadlines in compliance with local rules - Serve as a primary point of contact for clients throughout the life of their case - Provide regular status updates and respond to client inquiries in a professional and timely manner - Educate clients on the claims process, medical treatment expectations, and case timelines - Gather information from clients regarding medical treatment, lost wages, and out-of-pocket expenses - Document all client communications accurately in the case management system Benefits - Job type: Permanent - Emp type: Full-time - Schedule: Monday to Friday - 9:00 AM to 6:00 PM US time zone - Location: Remote/Work-from-home - Industry: Legal Services - Expertise: Paralegal