Document Intake and Validation

Goldman, Magdalin, Straatsma LLP

Los Angeles (CA)

On-site

USD 42,000 - 64,000

Full time

2 days ago
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Job summary

Goldman, Magdalin, Straatsma LLP is seeking an organized, detail-oriented Legal Document Intake & Mail Operations Specialist in Los Angeles to bridge traditional mail with high-volume digital intake.

You will receive and sort daily mail, digitize documents, create new client files, enter critical intake data, and ensure confidentiality and HIPAA/privacy standards while coordinating with attorneys in a fast-paced legal team.

Qualifications

  • 1–3 years of administrative experience in a law firm or high-volume environment.
  • Proficient with digital document management and MS Office.
  • Strong attention to detail and data entry accuracy.

Responsibilities

  • Receive, sort, and distribute daily mail; manage mailroom equipment.
  • Digitize and validate physical and digital documents; ensure proper categorization.
  • Create new client files and log intake data; coordinate with attorneys.
  • Maintain confidentiality and HIPAA/privacy standards in handling sensitive documents.

Skills

Attention to detail
Communication
Time management
Administrative support

Tools

Adobe Acrobat
Scanning software
MS Office Suite
Document management systems

Job description

Position Overview

We are seeking an organized, detail-oriented, and tech-savvy Legal Document Intake & Mail Operations Specialist to join our fast-paced legal administration team. This role bridges traditional physical mailroom management with high-volume digital mail sorting, validation, and new client file intake.

The ideal candidate ensures that all incoming correspondence—whether physical paper or electronic submissions is accurately processed, validated, securely logged, and properly routed to the correct attorney or legal team to keep our active case files moving efficiently.

Key Responsibilities
1. Physical Mailroom Operations
  • Receive, sort, open, and distribute all incoming daily U.S. Mail, courier deliveries, and overnight packages.
  • Operate mailroom equipment, including postage meters, scanners, and high-volume document scanners.
  • Handle outbound physical mail, certified mailings, and coordination with courier services (FedEx, UPS, USPS).
  • Maintain inventory of mailroom supplies and ensure a clean, organized physical workspace.
2. Digital Mail Processing & Validation
  • Digitize physical correspondence through high-resolution scanning and optical character recognition (OCR) workflows.
  • Validate incoming digital documents and electronic faxes to ensure completeness, legibility, and correct document categorization (e.g., pleadings, correspondence, medical records, discovery).
  • Review metadata, cross-reference sender/recipient details against internal databases, and flag any discrepancies, urgent court deadlines, or anomalies for immediate review.
3. New File Opening & Data Entry
  • Create and establish new client files and matters within the firm’s Practice Management / Document Management system.
  • Accurately input critical intake data, including client names, opposing parties, case numbers, jurisdictions, and assigned attorneys, adhering strictly to firm naming conventions.
  • Perform conflict-of-interest preliminary checks as part of the intake workflow under the supervision of the administrative lead.
  • Set up physical and electronic file folders, ensuring immediate accessibility for legal teams.
4. Collaboration & Compliance
  • Coordinate closely with legal admins and attorneys to resolve missing information or misdirected documents.
  • Maintain strict adherence to confidentiality guidelines, data security protocols, and HIPAA/privacy standards regarding sensitive legal and client documents.
Qualifications & Skills
  • Experience: 1–3 years of administrative experience in a law firm, professional services, or high-volume document processing environment.
  • Technical Proficiency: Highly comfortable with digital document management systems, Adobe Acrobat, scanning software, MS Office Suite (Word, Excel, Outlook), and database data entry.
  • Attention to Detail: Exceptional organizational skills with zero-tolerance for data entry errors, ensuring critical legal documents never get misplaced or mislabeled.
  • Communication: Professional written and verbal communication skills to effectively collaborate across various firm departments.
  • Time Management: Ability to thrive in a high-volume, deadline-driven environment while multitasking between physical and digital responsibilities.
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