We provide efficient and professional intake services to ensure every potential client is handled promptly and accurately from the first point of contact.
• Initial client intake and screening
• Gathering accident details and key information
• Opening and organizing new case files
• Coordinating initial documentation and authorizations
• Ensuring a smooth and professional onboarding experience
• After-hours and overflow intake coverage
• Prompt follow-up with new and potential clients
We provide comprehensive case management support to keep cases organized, on track, and moving efficiently from intake through resolution.
• Managing case files and maintaining organization
• Ongoing client communication and case updates
• Monitoring case progress and key deadlines
• Coordinating with attorneys and internal staff
• Tracking treatment status and case developments
• Ensuring complete and up-to-date documentation
• Identifying and addressing case needs proactively
We coordinate medical treatment and provider communication to ensure clients receive timely care while keeping cases progressing efficiently.
• Scheduling medical appointments and treatment
• Coordinating with medical providers and clinics
• Following up on treatment progress and compliance
• Assisting clients with provider placement when needed
• Monitoring gaps in treatment and addressing delays
• Managing communication between clients and providers
• Supporting continuity of care throughout the case
We handle the request, tracking, and organization of medical records and documentation to ensure complete and accurate case files.
• Requesting medical records and billing from providers
• Tracking outstanding requests and follow-ups
• Reviewing records for completeness and accuracy
• Organizing records and bills within case files
• Maintaining updated documentation throughout the case
• Preparing records and billing for demand packages
• Ensuring timely receipt of critical case documents
We assist with demand preparation and settlement support by ensuring all documentation is complete, organized, and ready for submission.
• Organizing records, bills, and supporting documentation
• Preparing files for demand package assembly
• Ensuring completeness and accuracy of case materials
• Assisting with drafting support and documentation review
• Coordinating final documents prior to submission
• Supporting attorneys during negotiation and settlement phases
• Maintaining organized files for efficient case resolution
We provide consistent and professional client communication to keep clients informed, engaged, and satisfied throughout the life of their case.
• Providing regular case updates to clients
• Responding promptly to client calls and inquiries
• Maintaining clear and professional communication
• Following up with clients on treatment and case status
• Managing client expectations throughout the process
• Addressing client concerns and questions efficiently
• Ensuring a positive and supportive client experience
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