Legal Intake Data Specialist - Excel Expert

Get Linked Up, LLC; Bogotá; Presencial; COP 52.526.000 - 87.543.000; Jornada completa

Descripción de la vacante

Get Linked Up, LLC seeks an Intake Coordinator (Independent Contractor) to support a busy law firm by organizing and managing client data using Excel and related tools. The role emphasizes accuracy, confidentiality, and efficient data workflow management.

The ideal candidate will have advanced Excel skills, a strong administrative background, and experience in legal or professional services environments, with excellent English written communication and attention to detail.

Formación

• Must have 2+ years in administrative/data entry roles; legal setting preferred.
• Advanced Excel skills required (pivot tables, lookups, formulas).
• Excellent organizational and time management abilities.
• Strong written communication and attention to detail.
• Experience with case management systems is a plus.
• Ability to work independently in a fast-paced environment.
• Must read/write in English.

Responsabilidades

• Organize, input, and maintain intake data into Excel spreadsheets and internal databases.
• Create, update, and manage multiple Excel workbooks and templates to track case status and client information.
• Review intake notes and case details for accuracy and consistency.
• Maintain real-time tracking logs of prospective and active clients.
• Generate reports and summaries based on intake data.
• Prepare organized summaries and spreadsheets for attorney consultations.
• Flag incomplete or inconsistent data and coordinate with Intake Specialists.
• Refine data collection workflows and Excel templates to enhance efficiency.
• Handle document tracking, electronic filing, and secure data storage.
• Ensure privacy and confidentiality policies at all times.

Conocimientos

Excel advanced

VLOOKUP/XLOOKUP

Data entry accuracy

Attention to detail

Organizational skills

Written communication

Legal intake familiarity

Independent work

Descripción del empleo

Get Linked Up, LLC seeks an Intake Coordinator (Independent Contractor) to support a busy law firm by organizing and managing client data using Excel and related tools. The role emphasizes accuracy, confidentiality, and efficient data workflow management.

The ideal candidate will have advanced Excel skills, a strong administrative background, and experience in legal or professional services environments, with excellent English written communication and attention to detail.