Coordinate handoffs from POSH Virtual Receptionists and monitor new client inquiries via Clio Grow.
Conduct follow-up intake calls as needed to confirm eligibility, missing details, or signed documentation.
Gather key case details (denial date, claimed conditions, service history, etc.) for attorney and case manager review.
Ensure all forms, fee agreements, and supporting documents are received and properly uploaded.
Schedule attorney review calls and maintain timely updates in Clio Grow.
Document & File Management
Send, track, and follow up on fee agreements, engagement letters, and VA Form 21-22a (Appointment of Individual Claimant’s Representative).
Work in coordination with the Case Manager to complete and submit required VA forms and evidence packets (e.g., 21-526EZ, , , and others) within Tyler Veterans Benefits (TVB...