Finch

• Open insurance claims with all relevant carriers (liability, UM/UIM, med pay), send letters of representation, obtain claim numbers and adjuster assignments, and manage ongoing carrier communication including acknowledgment follow-up • Draft and submit FOIA and public records requests to police departments, state agencies, and municipal offices; track request status, escalate non-responsive agencies, and ensure timely receipt of police reports, supplemental narratives, dash/body cam footage, and 911 recordings • Request and track medical records, witness statements, scene photographs, and other essential evidence; implement systematic follow-up protocols to ensure timely receipt and flag non-responsive parties for escalation • Conduct liability analysis from police reports, witness statements, and scene evidence; assess fault allocation, comparative negligence exposure, and evidentiary gaps; prepare comprehensive case packages for lead paralegals to draft settlement demands • Analyze workflow inefficiencies in evidence collection and case setup processes, identify automation opportunities, and implement process improvements to reduce cycle time from intake to demand-ready status

• Answer inbound calls with empathy and professionalism. • Qualify cases and confirm eligibility using defined criteria. • Guide clients through the sign-up process and secure retainers. • Hand off cases to attorneys and lead paralegals with complete and accurate information. • With your teammates, maintain responsiveness as a key builder of trust with every partner.

• Serve as the primary liaison between Finch, attorneys, and clients • Maintain proactive communication with clients throughout litigation • Draft and support key litigation documents, including complaints, motions, and discovery requests/responses • Manage case progression through all phases of litigation, ensuring deadlines and court requirements are met • Provide detailed case status reports and updates to attorneys and firms • Work cross-functionally with case managers, intake specialists, and demand reviewers to coordinate case progress • Identify and resolve delays, gaps, or risks before they impact case outcomes

• Own Intake Data Accuracy: Review, validate, and enter new case information (client details, incident data, documentation) with a high level of precision. • Set up cases for success: Ensure every new case is properly created, structured, and aligned with firm standards • Manage in real time: Process intake updates quickly to keep cases moving without delays • Maintain consistency across systems: Ensure alignment between intake tools, Finch, and partner firm systems • Identify and resolve issues early: Partner with intake and operations teams to flag and fix missing or inconsistent data • Keep clean records: Document updates and changes to maintain transparency and auditability • Continuously improve processes: Look for ways to increase speed, accuracy, and efficiency in intake workflows

• Solve problems across the case lifecycle wherever they arise • Conduct treatment check-ins with clients • Contact clients to get updates on case progression • Investigate coverage disputes, liability disputes, and coverage investigations • Step into a full desk when teammates are out of office • Handle high-volume overflow tasks across the legal ops team

• Answer inbound calls with empathy and professionalism. • Qualify cases and confirm eligibility using defined criteria. • Guide clients through the sign-up process and secure retainers. • Hand off cases to attorneys and lead paralegals with complete and accurate information. • With your teammates, maintain responsiveness as a key builder of trust with every partner.

• Answer inbound calls with empathy and professionalism. • Qualify cases and confirm eligibility using defined criteria. • Guide clients through the sign-up process and secure retainers. • Hand off cases to attorneys and lead paralegals with complete and accurate information. • With your teammates, maintain responsiveness as a key builder of trust with every partner.

• Update & Maintain: Oversee the timely updates of the firm's CMS with completed tasks related to claims, medical records, police reports, and other firm-specific requirements. • Consistency is Key: Ensure that the CMS accurately reflects Finch's application, maintaining consistency and accuracy across platforms. • Real-Time Monitoring: Manage task updates in real-time to guarantee all information is current and precise. • Collaborative Problem-Solving: Work closely with team members to identify and resolve discrepancies in case management updates. • Record Keeping: Maintain detailed records of all updates and changes made to the CMS. • Adapt & Innovate: Embrace changes in processes and technology to enhance efficiency and accuracy.

• Open insurance claims and manage communication with carriers • Request, track, and follow up on medical records and police reports • Monitor lien and subrogation issues, ensuring timely resolution • Partner with lead paralegals to prepare cases for demand drafting • Identify and fix operational bottleneck.

• Open insurance claims with all relevant carriers (liability, UM/UIM, med pay), send letters of representation, obtain claim numbers and adjuster assignments, and manage ongoing carrier communication including acknowledgment follow-up • Request and track policy limits disclosures, medical records, police reports, and other essential case documents; implement systematic follow-up protocols to ensure timely receipt and flag non-responsive parties for escalation • Identify health insurance liens, send required lien notices, monitor subrogation communications, and coordinate lien resolution to prevent settlement delays or compliance issues • Conduct liability analysis from police reports and carrier responses, assess compensability based on available coverage limits, and prepare comprehensive case packages for lead paralegals to draft settlement demands • Analyze workflow inefficiencies in case setup processes, identify automation opportunities, and implement process improvements to reduce cycle time from intake to demand-ready status