Legal Intake Specialist

Legal Intake Specialist – US Based Legaltech Company

Posted today

Location: Philippines (PH) and related details as provided in the original listing. This role focuses on daily legal intake and related support for a US-based legaltech company with remote work arrangements.

Job Description & Responsibilities

Overview: Provides intake support for legal matters, ensuring accuracy and completeness of information to enable downstream processing by internal teams and partner firms.

Key Responsibilities:

• Provider Research & Identification: Identify all relevant providers associated with a client’s treatment, including billing providers and related entities; add identified providers to the intake submission.
• Request Creation & Quality Control: Review and correct incoming ROIs (Release of Information forms); prepare accurate base forms and complete submission packets; perform QA review of ROI packets including cover letters, affidavits, and provider-specific requirements; assign requests to the appropriate team member; escalate special provider requirements to the Client Success Manager; coordinate with law firms’ case managers to resolve missing or conflicting information.

Requirements (Must-Have):

• Prior experience requesting medical records from providers on behalf of law firms; strong attention to detail.
• Proficiency with Adobe and PDF editing/combining tools.
• Excellent written and verbal communication; proactive problem-solving; ability to manage multiple requests concurrently.

Nice-to-Have: familiarity with Chartswap or other medical records platforms; experience in U.S.-based legal or healthcare settings; Spanish-speaking is a plus.

Work Arrangement: Fully remote; 40 hours per week during US business hours; location: remote.

Other Roles Mentioned in Original Listing

The original posting also includes multiple additional roles and details scattered across regions, including:

• Legal Specialist – PH: 12-month temporary assignment via agency; duties include legal advisory, contract management, compliance support, corporate governance, stakeholder collaboration, research and analysis, and project support; required: law degree (LLB/JD or equivalent), 3+ years legal experience, strong contract drafting and research capabilities, and ability to work in fast-paced environments; preferred knowledge of AI tools and experience with immigration or corporate law.
• Legal Secretary / Legal Specialist (Global Travel Group context): roles focusing on drafting legal documents, contract management, corporate governance, and regulatory compliance across multiple jurisdictions; qualifications include law degree and strong communication skills.
• Legal & Compliance Specialist (PH): ensures corporate compliance, SEC/BIR/DTI filings; requires degree in Political Science, Business or related; at least 1 year in related field; emphasis on administrative support and database management.
• Legal Collections Specialist: debt collection via small claims processes; responsibilities include engaging courts, preparing data files, and attending hearings; requirements include 3+ years in law offices or financial sectors, familiarity with small claims processes, and strong communication skills; benefits include health coverage and wellness programs.
• Practice Legal Support Specialist: immigration-focused role based in Makati; responsibilities include visa/work permit filings, liaison with government offices, document drafting, deadline management, and cross-functional collaboration; required education: college degree in law or related fields; experience: 3–5 years in immigration or related regulatory work.
• Legal Assistant (multiple postings): focus on document drafting, docket management, client communication, legal research, tax filings, and case management; typical qualifications include a degree in legal studies or related field and 3+ years of relevant experience.

Note: Some sections include descriptions of company culture and diversity statements; these have been preserved as plain text where they appear in the original listing, but emphasis tags have been removed where appropriate to meet formatting guidelines.

Company & About

The listings reference multiple organizations with varying scopes, including a US-based healthcare/tech recruitment context and a Philippine legal practice group with international ties. Notable entities mentioned include Quisumbing Torres (a Philippine law firm) and Home Credit Philippines, among others. This refinement preserves the original names and context without adding new facts.

Qualifications Snapshot (Representative)

• Bachelor’s degree in Law or related field (LLB/JD or equivalent) depending on role; additional degrees in Political Science, Business, or Liberal Arts may appear in some postings.
• 3+ years of relevant legal experience for most specialist roles; some PH roles mention 1–3 years; newly graduated applicants may be welcomed for certain positions.
• Strong contract drafting, regulatory compliance, and research skills; proficiency in MS Office; familiarity with government or regulatory bodies (DOLE, BIR, SEC, etc.) where applicable.
• Excellent communication, organizational, and multitasking abilities; ability to work with minimal supervision and in fast-paced environments.

Job Type & Benefits (Representative)

Full-time and temporary opportunities across multiple postings; some roles offer remote work, flexible arrangements, and benefits such as health coverage and wellness programs. Specific benefits vary by role and employer.

What Locations Can I Find These Jobs In?

Locations mentioned include Makati, Pasig, Ayala Alabang, and other PH locations; some postings indicate remote opportunities and global scope.

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