Bankruptcy Intake & Documentation Specialist

CAROLINA LEGAL ASSOCIATES; Columbia (SC); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive training on bankruptcy

Supportive team culture

Career growth in legal administration

Impactful work helping clients

Job summary

CAROLINA LEGAL ASSOCIATES is seeking a proactive Legal Document and Bankruptcy Intake Coordinator to guide clients through document collection, keeping files organized, and moving cases toward completion. In this fast-paced role, you will connect with clients daily via phone, text, and email to gather essential paperwork, verify records, and coordinate with attorneys and paralegals for smooth transitions.

We offer comprehensive training on firm software and bankruptcy procedures, a collaborative

Qualifications

• Excellent organizational skills and attention to detail.
• Clear, empathetic communication across phone, text, and email.
• Ability to multi-task and meet tight deadlines.
• Privacy and data security oriented.

Responsibilities

• Guide clients to collect bankruptcy paperwork via phone, email, and text.
• Audit financial records and tax returns for completeness.
• Track case progress in the firm’s digital case management system.
• Identify missing pages or errors and guide clients to fix them.
• Collaborate with attorneys and paralegals to ensure smooth transitions.
• Protect client privacy and handle sensitive data securely.

Skills

Organizational skills

Communication

Multi-tasking

Privacy awareness

Tech-savvy

Tools

Digital document tools

Scanning

Case databases

Job description

CAROLINA LEGAL ASSOCIATES is seeking a proactive Legal Document and Bankruptcy Intake Coordinator to guide clients through document collection, keeping files organized, and moving cases toward completion. In this fast-paced role, you will connect with clients daily via phone, text, and email to gather essential paperwork, verify records, and coordinate with attorneys and paralegals for smooth transitions.

We offer comprehensive training on firm software and bankruptcy procedures, a collaborative