• Conduct initial client intake. • Assist clients during the records request and documentation process, including medical, employment, and personal history records. • Maintain ongoing communication with clients, providing case status updates and collecting required information. • Serve as liaison between clients, attorneys, and internal support teams. • Organize, track, and maintain case files electronically. • Assist in drafting basic correspondence and case-related documents. • Support attorneys in document review, data compilation, and preparation of filings or settlement packets. • Maintain strict confidentiality and comply with all privacy and HIPAA-related standards.