Intake specialist

Get Linked Up, LLC; Manila; On-site; PHP 250,000 - 420,000; Full time

Job summary

Get Linked Up, LLC in Manila seeks an Intake Administrator (Independent Contractor) to manage and organize client data using Excel and other tools within a busy law firm. The role focuses on accuracy, data integrity, and timely reporting to support attorneys.

The ideal candidate has advanced Excel skills, strong administrative experience, and the ability to work independently in a fast-paced legal environment, with keen attention to detail and confidentiality.

Qualifications

• Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, formulas, conditional formatting).
• Minimum of 2 years’ experience in an administrative, data entry, or intake-related role; legal setting preferred.
• Strong attention to detail and high accuracy in data entry and management.
• Excellent organizational and time-management skills.
• Ability to interpret information and input data with minimal errors.
• Familiarity with legal intake processes is a plus.
• Ability to work independently and collaboratively in a fast-paced environment.

Responsibilities

• Organize, input, and maintain intake data into Excel spreadsheets and internal databases.
• Create, update, and manage multiple Excel workbooks and templates for case status and client information.
• Review intake notes to ensure accuracy and completeness of data.
• Maintain real-time tracking logs of prospective and active clients for attorney review.
• Generate reports and summaries based on intake data for internal use.
• Prepare organized summaries and spreadsheets for attorney consultations and follow-ups.
• Flag incomplete data and coordinate with Intake Specialists to resolve discrepancies.
• Assist in refining data collection workflows and Excel templates to improve efficiency.
• Handle document tracking and secure data storage; ensure privacy compliance.

Skills

Advanced Excel

Attention to detail

Organizational skills

Independent worker

Tools

Microsoft Excel

Job description

Intake Specialist (Independent Contractor)Requirments: C1-C2 level English Must have own computer, internet, all equipment Must be able to read and write in englishMust be looking for growth and what a career

SummaryWe are seeking a detail-oriented and highly organized Intake Administrator to support a busy law firm by managing and organizing incoming client data collected by Intake Specialists. This position plays a critical role in maintaining the accuracy and integrity of the client intake process by capturing and organizing information using Excel and other administrative tools.The ideal candidate will have advanced Excel skills, a strong administrative background, and experience working in a legal or professional services environment.

Primary Responsibilities

• Organize, input, and maintain intake data collected by Intake Specialists into Excel spreadsheets and internal databases.
• Create, update, and manage multiple Excel workbooks and templates to track case status, client information, lead sources, and other key metrics.
• Review intake notes and case details to ensure accuracy, completeness, and consistency in recorded data.
• Maintain real-time tracking logs of prospective and active clients, ensuring data is categorized appropriately for attorney review.
• Generate reports and summaries based on intake data for internal use and performance tracking.
• Support legal and intake teams by preparing organized summaries and spreadsheets for attorney consultations and follow-ups.
• Flag incomplete or inconsistent data and coordinate with Intake Specialists to resolve any discrepancies.
• Assist in refining and improving data collection workflows and Excel templates to enhance efficiency.
• Handle administrative duties related to document tracking, electronic filing, and secure data storage.
• Ensure compliance with privacy and confidentiality policies at all times.

Skills & Qualifications

• Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, formulas, conditional formatting, data validation, etc.) is required.
• Minimum of 2 years of experience in an administrative, data entry, or intake-related role; experience in a legal setting preferred.
• Strong attention to detail and high level of accuracy in data entry and data management.
• Excellent organizational and time management skills.
• Ability to interpret information and input data with minimal errors.
• Strong written communication skills.
• Familiarity with legal intake processes and terminology is a plus.
• Ability to work independently and collaboratively in a fast-paced environment.
• Comfortable navigating case management systems, databases, email platforms, and other office software.

Ideal Candidate Will Be:

• Highly analytical and comfortable working with large volumes of information.
• Capable of managing repetitive tasks while maintaining a high level of focus.
• Proactive in identifying issues with data and taking initiative to correct them.
• A strong communicator who can collaborate with Intake Specialists and attorneys effectively.