Executive Assistant

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).
❖ Upload signed forms through VA Direct Upload an...