• Make introductory calls to new clients and complete case summaries. • Complete intake/review if the intake department has not completed it yet. • Conduct "2-Week follow-up calls" to check in with clients every two weeks, follow up on their treatment status, and ensure they are attending their doctors' visits to prevent gaps in care. • Speak with clients and ensure high satisfaction and responsiveness. • Obtain original copies of Police Reports (PR). • Set up claims, including Health Insurance (HI). • Send out Letters of Representation (LORs). • Ensure we have clients' Driver’s License, Health Insurance Cards, Pictures of Property Damage, and Injuries. • Follow up on Declaration Pages from all insurance companies involved and add them to Filevine (FV). • Follow up with any potential Medical Payments coverage (Medpay) and ensure checks are sent to us directly, not the medical providers. • Collect Bills and Records and obtain balances for all medical providers. • Request the Final Lien Amount from the Health Insurance provider (if applicable). • Set up treatment with providers. • Keep Filevine updated on the case statuses. • Keep your Paralegal updated with any issues with clients and maintain constant communication. • Put notes in every file you are working on (no exceptions). • Ensure Drop Box and Filevine folders are set up properly. • Manage medical treatment. • Draft Letters of Representation (LOR), complete intakes, file claims, and connect clients with medical providers. • Complete personal injury files from intake to disbursements. • Compile medical records/bills, negotiate with providers, and prepare demands. • Draft Letters of Protection (LOP), communicate case details with paralegal/attorney, handle disbursements/checks. • Forward and arrange calls, emails, faxes, and all correspondence.