Client Specialist
Current-Respond to attorney and paralegal emails throughout the day, providing updates on record request statuses.-Identify and mark requests as "must go" if the deposition or deadline is approaching.-Coordinate with the production team to ensure timely processing of requested records.-Retrieve records from online copy service portals and handle faxed records and invoices.-Generate and send weekly and monthly status reports to high-profile clients.-Cancel requests and close out cases that have been settled.-Enter new requests and relevant information into the online system.-Follow up with opposing counsel to obtain signed authorizations for record requests.-Draft authorizations as needed. Enter and process invoices accurately and efficiently.-Handle attorney issues or problems related to received records or missing items.-Enter memos for missing subject information, such as social security numbers or supporting documents like letters of authority, power of attorney, letters of guardianship, death certificates, or letters of representation.-Handle sensitive information, including HIV/AIDS, mental health, and drug abuse records, with strict confidentiality and compliance.