Client Intake & Case Management Coordinators

Lead Screening & Client Intake: Qualifying incoming calls and web inquiries, gathering essential case facts, and screening for potential conflicts of interest.

Client Onboarding & Retention: Sending representation agreements, collecting required identification and case documents, and guiding clients through the initial sign-up process.

Case Tracking & Workflow Management: Updating practice management systems (such as Clio or MyCase) to ensure all milestones, task assignments, and stage transitions are tracked accurately.

Client Communication & Updates: Serving as a reliable point of contact for routine client inquiries, scheduling consultations, and providing ongoing status updates on active matters.

Document Gathering & File Organization: Collecting medical records, accident reports, financial statements, or correspondence necessary to assemble a complete client case file.