• Request and track medical records, billing statements, and related documents from healthcare providers • Maintain an accurate records tracker so case documentation is complete, current, and easy to review • Review incoming records for completeness, accuracy, and proper case assignment • Sort, label, upload, and organize documents in case management or document management software • Follow up consistently with medical offices, clinics, hospitals, and internal team members on pending requests • Protect patient confidentiality and support HIPAA-compliant handling of sensitive medical information • Communicate clearly in English and Spanish with providers, legal staff, and other stakeholders • Flag missing, incomplete, or unclear documentation so issues can be resolved quickly • Support smooth case progress by keeping records organized, searchable, and ready for attorney or case manager review.