You will get organized cases, fast record retrieval, and zero missed deadlines.
Top Rated
Project details
When your caseload grows faster than your systems can handle, you need more than an assistant; you need someone who owns the details so nothing slips.
I bring years of hands-on experience inside legal and medical operations. I've managed 80+ active cases simultaneously, retrieved 100+ medical records monthly at 99% accuracy, and cut missed deadlines by 90% for the firms I've supported. I don't just complete tasks; I anticipate what's coming next and keep everything moving.
What makes me different? I step directly into your existing workflow — Filevine, Clio, AdvancedMD, HubSpot, and more — and start contributing within days, not weeks. I bring HIPAA awareness and legal confidentiality standards to every file I touch. And I communicate proactively, so you'll never wonder what's happening or have to chase me for updates.
Whether you're a personal injury firm drowning in open files, a medical practice with a backlogged front desk, or a growing business that needs a reliable right hand; I treat your clients like my own, because your reputation is always on the line.
Deadline-driven. Detail-obsessed. Ready to hit the ground running.
I bring years of hands-on experience inside legal and medical operations. I've managed 80+ active cases simultaneously, retrieved 100+ medical records monthly at 99% accuracy, and cut missed deadlines by 90% for the firms I've supported. I don't just complete tasks; I anticipate what's coming next and keep everything moving.
What makes me different? I step directly into your existing workflow — Filevine, Clio, AdvancedMD, HubSpot, and more — and start contributing within days, not weeks. I bring HIPAA awareness and legal confidentiality standards to every file I touch. And I communicate proactively, so you'll never wonder what's happening or have to chase me for updates.
Whether you're a personal injury firm drowning in open files, a medical practice with a backlogged front desk, or a growing business that needs a reliable right hand; I treat your clients like my own, because your reputation is always on the line.
Deadline-driven. Detail-obsessed. Ready to hit the ground running.
Purpose
BusinessIndustry
Legal, Medical & PharmaceuticalLanguage
EnglishWhat's included
| Service Tiers |
Starter
$100
|
Standard
$250
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 30 days |
Number of Revisions | 1 | 2 | 4 |
Number of Hours of Work | 10 | 20 | 40 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | - | - |
Formatting & Clean Up | - | - | - |
Project Management Support | - | - | - |
Travel Planning | - | - | - |
Frequently asked questions
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LL
Loren L.
Feb 6, 2026
Medical Systems Professional
PA
Pwa A.
Aug 11, 2024
Pre-Litigation Paralegal: Medical Process, Personal Injury
Assist team in gathering medical records & bills, and data entry. Review file to determine where client received medical treatment and enter those facilities into case management software. Send requests to those medical providers seeking copies of the bills and records related to treatment. Follow up with medical providers until bills and records are received. Upload the bills and records into the case management software. Review the bills and records for important data such as billing amounts, dates of treatment, etc. and enter that data into the case management software. Once all bills and records received and entered, confirm treatment with client
What you need: HIPPA Certification, Ability to communicate effectively with English speaking clients and medical providers, Ability to work full-time during normal business hours (9-5) of Eastern Standard Time
What you need: HIPPA Certification, Ability to communicate effectively with English speaking clients and medical providers, Ability to work full-time during normal business hours (9-5) of Eastern Standard Time
JS
Jeff S.
Jul 23, 2024
Contact leads through email and text to set appointment + data entry into CRM
Nelo was responsible, efficient and reliable. I highly recommend her and look forward to working with in the future if possible. Contract ended because project ended.
JS
Jeff S.
Apr 16, 2024
Need a Detailed Oriented Assistant for coordinating task and precise follow ups
Nelo consistently delivers efficient, reliable, and trustworthy service. A dependable partner in every project.
BO
Ben O.
Feb 26, 2024
Intakeq Remote Client Manager - crm management. No direct customer interaction
I had the pleasure of working with Nelo as a medical virtual assistant (Medical VA), and she did an outstanding job. She handled insurance billing through IntakeQ with great efficiency and was very precise and proactive. She required no instructions, demonstrating her ability to work independently and effectively.
I highly recommend Nelo for her excellent work as a medical virtual assistant, medical virtual assistant, and in medical billing using Intakeq. Additionally, her proficiency with GoHighLevel (High Level, GHL)was impressive. She was a joy to work with, and I would like to collaborate with her again in the future.
I highly recommend Nelo for her excellent work as a medical virtual assistant, medical virtual assistant, and in medical billing using Intakeq. Additionally, her proficiency with GoHighLevel (High Level, GHL)was impressive. She was a joy to work with, and I would like to collaborate with her again in the future.
About Nelo
Medical Records Retrieval | PI & Legal Case Manager | Customer Support
94%
Job Success
Enugu, Nigeria - 8:33 pm local time
I'm a Legal and Medical Virtual Assistant with years of hands-on experience inside the operational core of personal injury firms, medical practices, and litigation support teams. I don't support these environments from a distance. I work inside your systems, your workflows, and your deadlines, from the first intake call to final settlement.
Here's what that's looked like in practice:
✔️ Managed 80+ active cases simultaneously with a 90% reduction in missed deadlines.
✔️ Retrieved 100+ medical records monthly at 99% accuracy across Datavant, Chartswap, Ciox, MRO, and ChartPro.
✔️ Reduced insurance claim delays by 85% through proactive adjuster follow-up and coverage tracking.
✔️ Handled 1,000+ client communications monthly, cutting average response time by 50%.
⚖️ Legal & Litigation Support
I step directly into your case management system — Filevine, Clio, MyCase, Casepeer, or Litify — and own the operational details your attorneys shouldn't be touching.
💻Case management: intake to settlement tracking, deadline monitoring, documentation.
🏥Medical records retrieval: requests, follow-ups, and portal management (Datavant, Chartswap, Ciox, MRO, ChartPro).
📑Insurance coordination: adjuster contact, DEC pages, coverage verification, claim tracking.
✉️Legal correspondence: Letters of Representation, ILRs, Preservation & Spoliation letters.
🔎Liability investigations: DMV searches, incident reports, witness outreach.
📂Demand package preparation and settlement coordination support.
🩺 Medical Practice & Healthcare Admin
For medical practices and treatment providers, I bring the same precision to your front desk operations — so your providers stay focused on care, not paperwork.
🗂️EHR management: AdvancedMD, SimplePractice, Novoclinical, IntakeQ, DrChrono.
🩺Patient intake, scheduling, and onboarding.
🔐Insurance verification and prior authorizations.
📞Patient communication: reminders, follow-ups, inbound support.
🏦Medical billing support and lien-based care coordination.
🤝Liaison support between law firms and treatment providers.
🎧 CRM Operations & Client Support
💬Inbound/outbound communication across email, phone, chat, and CRM.
🔄CRM setup, data entry, pipeline management, workflow optimization.
📥Client intake flows, onboarding sequences, and follow-up automation.
📊 Reporting, task tracking, and team coordination support.
🛠️Tools: HubSpot, Salesforce, Zoho, Zendesk, GoHighLevel, Intercom, Pipedrive.
Why clients stay:
✔ I'm HIPAA-aware and handle every file with legal confidentiality standards.
✔ I review your systems in the first 48 hours and start contributing before the end of week one.
✔ You'll never chase me for updates — I communicate proactively, flag problems early, and close loops without being asked.
✔ I treat your clients the way you would — because every interaction either protects or damages your reputation.
Managing a growing caseload, an overwhelmed front desk, or a CRM that no one's keeping clean? Let's talk about what's slipping through and how I fix it. 📩 Message me, I respond same day.
Steps for completing your project
After purchasing the project, send requirements so Nelo can start the project.
Delivery time starts when Nelo receives requirements from you.
Nelo works on your project following the steps below.
Revisions may occur after the delivery date.
Review your systems, tools, and current workflow gaps.
Set up case tracking, deadlines, and task priorities.