• Conduct initial and follow-up interviews with clients to collect and verify essential case information. • Maintain regular communication with clients in the early stages of the case to gather updates, documents, and any missing information. • Provide clients with a clear understanding of next steps and what is needed from them. • Collect, review, and summarize key information related to liability, injuries, insurance, and incident details. • Request and obtain relevant documents from clients, providers, insurers, and agencies. • Assist in identifying potentially responsible parties and verifying preliminary case facts. • Initiate early evidence-gathering tasks to ensure deadlines are met. • Advance cases through the firm’s early-stage workflow by completing required tasks promptly and accurately. • Ensure all time-sensitive items — such as early notices, required forms, and follow-up communications — are completed within deadlines. • Maintain clear, organized, and thorough documentation of all actions and communications. • Make detailed and informed case recommendations to the attorneys and management. • Accurately enter, update, and maintain case information in the firm's case management system. • Track client treatment progress, identify gaps or issues, and ensure updated information is captured. • Prepare cases for handoff to the next phase of the process once all required early-stage tasks are complete. • Serve as a compassionate, steady point of contact during what may be a difficult time for clients. • Help clients navigate early treatment needs, documentation requests, and general case questions by guiding them to the right care at the right time. • Uphold the firm’s core value of doing good by doing right through consistent, high-quality communication.