Legal Intake Specialist

Work Arrangement: Fully Remote

Job Type: Full-Time

Work Schedule: 40 Hours/Week, US Business Hours

Location: Remote

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Hear why we exist, what we believe in, and who we’re building for:

We’re not just another recruiting firm—we focus on placing candidates with exceptional US and EU founders who prioritize the long-term success of their team members.

Our client is a healthcare technology startup backed by top venture investors. The company is transforming how medical records are collected and summarized for law firms and healthcare providers. By automating record retrieval and using AI to generate intelligent summaries, they reduce what once took weeks into a process that takes only hours, empowering attorneys, providers, and patients with faster, more accurate access to medical histories

As a Legal Intake Specialist , you’ll play a critical role in the medical records retrieval process. You’ll ensure that every intake request is accurate, complete, and optimized for success downstream. Your attention to detail directly impacts the speed and quality of records collection for our law firm clients. If you thrive in a fast-paced, detail-oriented environment where precision and problem-solving matter, this role is for you.

Provider Research & Identification

• Identify all relevant providers associated with a client’s treatment, not just the main facility submitted by the law firm.
• Locate billing providers and related entities using tools such as Chartswap, prior requests, and direct provider calls.
• Add all identified providers to the request in the admin app.

Request Creation & Quality Control

• Review and correct incoming ROIs (Release of Information forms), which are incomplete or inaccurate in ~90% of cases.
• Prepare accurate base forms and generate complete submission packets.
• Conduct a thorough QA review of each ROI packet, ensuring cover letters, affidavits, and provider-specific requirements are correct.

Request Assignment & Escalation

• Assign requests to the appropriate records team member based on workload and utilization.
• Identify and escalate special provider requirements or edge cases to the appropriate Client Success Manager (CSM).
• Coordinate with law firms’ case managers to resolve missing or conflicting information.

Must-Have:

• Prior experience requesting medical records from providers on behalf of law firms.
• Strong attention to detail, small errors can cause significant delays in the record's retrieval.
• Proficiency with Adobe and PDF editing/combining tools.
• Excellent written and verbal communication skills.
• Proactive problem-solving mindset and ability to manage multiple requests simultaneously.

Nice-to-Have:

• Familiarity with Chartswap or other medical records exchange platforms.
• Experience in U.S.-based legal or healthcare settings.
• Spanish-speaking proficiency (a plus, but not required).

• Remote Work: Fully remote, work from anywhere
• PTO: Generous paid time off
• Mentorship: Direct mentorship from U.S.-based legal and funding experts
• Learning & Development: Access to learning resources to grow your legal and client service skills
• Community: Join a growing global network of professionals across LATAM, South Africa, and the Philippines