Legal Document and Bankruptcy Intake Coordinator

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

A thriving bankruptcy law firm is looking for a proactive, organized, and persistent Legal Document and Bankruptcy Intake Coordinator to join their team.

In this fast-paced role, you will guide clients through the document collection process. You will ensure files stay moving, accurate, and completely organized from day one. You will connect with clients daily via phone, text, and email to collect essential paperwork, answer general questions, and keep cases on track toward completion.

If you love clear checklists, fast-moving puzzle-solving, and helping people navigate important legal steps, this position is a great fit!

What You Will Do

• Guide Clients: Reach out to clients regularly via phone, email, and text to collect required bankruptcy paperwork.
• Review & Verify: Audit incoming financial records, bank statements, tax returns, and pay stubs for completeness and clarity.
• Keep Files Moving: Track case progress inside the firm’s digital case management system so no file falls through the cracks.
• Solve Document Gaps: Spot missing pages, outdated records, or form errors immediately and guide clients on how to fix them.
• Collaborate Daily: Partner closely with attorneys and paralegals to ensure smooth case transitions.
• Protect Privacy: Handle sensitive personal and financial data with utmost security and care.

What You Bring (Qualifications)

Required Skills:

• Top-notch organization skills and sharp attention to detail.
• Clear, empathetic, and persuasive communication skills across phone, text, and email.
• Strong multi-tasking skills with a proven ability to prioritize tight deadlines.
• Tech-savvy mindset with basic proficiency in digital document tools, scanning, and case databases.
• High level of professionalism and dedication to privacy.

Preferred Skills:

• Prior legal office, client intake, or document management experience (willing to train the right person!).
• Familiarity with financial paperwork like pay stubs, bank records, and tax filings.
• Experience using legal case software or CRM management tools.

Who Fits Best

The ideal candidate is a self-starter who takes total ownership of their workload. Rather than waiting on updates, you actively track down missing files, make follow-up calls, and solve problems before they stall a case. You balance empathy with accountability, creating a stress-free experience for clients while keeping the law firm’s workflow seamlessly organized.

• Competitive compensation matched to experience.
• Comprehensive training on firm software and specialized bankruptcy procedures.
• Supportive, team-first culture.
• Hands-on career growth opportunities in legal administration.
• The chance to make a real difference for clients rebuilding their financial future.