Legal Intake Specialist - Data & Excel Expert

In The Network; Cebu City; Sur place; PHP 201 000 - 335 000; Plein temps

Résumé du poste

Get Linked Up, LLC is seeking an Intake Administrator to support a busy law firm by organizing client data collected by Intake Specialists. This role emphasizes accuracy and data organization using Excel and other admin tools.

Ideal candidates have intake sales experience, a strong administrative background, and mass tort/personal injury exposure, with the ability to work independently in a fast-paced professional services environment.

Qualifications

• Proficient in reading and writing English at C1–C2 level.
• Own computer, reliable internet, and necessary equipment.
• At least 2 years in administrative, data-entry, or intake roles; legal setting preferred.
• Experience with Mass Tort and Personal Injury intake.
• Experience completing Plaintiff Fact Sheets.
• Strong attention to detail and data accuracy.
• Ability to work independently in a fast-paced environment.

Responsabilités

• Organize and maintain intake data in Excel and internal databases.
• Create, update, and manage multiple Excel workbooks and templates to track case status and client information.
• Review intake notes for accuracy, completeness, and consistency of data.
• Maintain real-time tracking logs of prospective and active clients for attorney review.
• Generate reports and summaries from intake data for internal use.
• Prepare organized summaries and spreadsheets for attorney consultations and follow-ups.
• Flag incomplete or inconsistent data and resolve discrepancies with Intake Specialists.
• Refine data collection workflows and Excel templates to improve efficiency.
• Handle document tracking, electronic filing, and secure data storage.
• Ensure privacy and confidentiality policies are followed.

Connaissances

Advanced Excel

Mass tort experience

Personal injury intake

Plaintiff Fact Sheets

Attention to detail

Written communication

Formation

2+ years administrative / data-entry experience

Outils

Microsoft Excel

Case management systems

Description du poste

Intake Specialist at Get Linked Up, LLC
Intake Specialist (Independent Contractor) – Personal Injury and Mass tort cases

Requirements:

• C1–C2 level English
• Must have own computer, internet, all equipment
• Must be able to read and write in English
• Must be looking for growth and a career
• Experience in mass tort and personal injury
• Experience using Plaintiff Fact Sheets

Summary
We 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 intake sales experience, a strong administrative background, and experience working in a legal or professional services environment, with prior exposure to mass tort and personal injury cases.

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.
• Experience in mass tort and personal injury intake is required.
• Experience completing and managing Plaintiff Fact Sheets is required.
• 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.