Remote Legal Intake & Client Onboarding Specialist

The Big Jobsite; Nuevo León; Remote; MXN 180.000 - 300.000; Vollzeit

Zusammenfassung

The Big Jobsite is seeking a Case Management Specialist to support client intake, case management, and administrative operations in a remote legal environment. You will handle new lead inquiries, conduct intake interviews, onboard clients, and coordinate medical records and treatment appointments.

The ideal candidate brings 13+ years in legal intake or related roles, exceptional English communication, and strong organizational skills to manage multiple priorities remotely while delivering

Qualifikationen

• 13 years of experience in legal intake, case management, administrative support, customer service, or virtual assistant roles.
• Excellent spoken and written English communication skills.
• Strong ability to conduct professional phone conversations.
• Experience handling client communication, scheduling, and follow-up activities.
• Strong organizational and time management skills.
• Ability to learn and utilize case management, communication, and task management platforms.

Aufgaben

• Receive and respond to new lead inquiries promptly.
• Conduct intake interviews for personal injury and employment matters.
• Gather and document case information, client details, and supporting documentation.
• Qualify prospective clients according to established criteria.
• Schedule consultations and coordinate next steps with potential clients.
• Follow up with leads and maintain consistent communication throughout the intake process.
• Manage client onboarding and collect required forms, records, and supporting documents.
• Request, organize, and maintain medical records and case-related documentation.
• Coordinate medical treatment appointments and follow up with clients regarding treatment progress.
• Assist with settlement demand preparation using approved tools and processes.
• Maintain accurate case notes, records, and task updates within case management systems.
• Track deadlines, follow-up activities, and case-related administrative tasks.
• Support communication between attorneys, staff members, clients, and third parties.
• Monitor assigned tasks and maintain organized workflows.
• Prepare basic legal and administrative documents as needed.
• Support administrative and back-office functions during lower intake periods.
• Maintain confidentiality and secure handling of sensitive client information.

Kenntnisse

English proficiency

Client communication

Phone etiquette

Time management

Remote collaboration

Tools

ClickUp

Grasshopper

Jobbeschreibung

The Big Jobsite is seeking a Case Management Specialist to support client intake, case management, and administrative operations in a remote legal environment. You will handle new lead inquiries, conduct intake interviews, onboard clients, and coordinate medical records and treatment appointments.

The ideal candidate brings 13+ years in legal intake or related roles, exceptional English communication, and strong organizational skills to manage multiple priorities remotely while delivering