- – Supervise clients, ensuring program structure and promoting healthy routines.
- – Assist with daily operations, including meals, activities, and transportation needs.
- – Complete documentation and maintain clear communication regarding client concerns.
- – Review intake forms and create file opening memos for new cases.
- – Request and manage medical, liability, and employment documentation efficiently.
- – Communicate professionally with clients, witnesses, and opposing counsel daily.
- – Initiate contact with potential customers through inbound and outbound inquiries
- – Conduct discovery calls to understand customer needs and route opportunities
- – Maintain and grow prospect database while collaborating on online demos