Key Responsibilities

Client Intake & Coordination

• 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...