Legal Intake Specialist (US Based - LegalTech Company) - A158

This a Full Remote job, the offer is available from: United States, Mexico Work Arrangement: Fully Remote Job Type: Full-Time Work Schedule: 40 Hours/Week, US Business Hours Location: Remote About Pearl Talent 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: Why Work with Us? At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, make an impact, and build a long-term career. We believe in creating environments where your potential is recognized, your voice matters, and your success is tied to meaningful work—not short-term perks. Joining Pearl means stepping into opportunities that challenge you, support you, and set you up for lasting success.

About the Company

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 Role Overview 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.

Key Responsibilities

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.

Requirements

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).

Benefits

• Competitive Salary: Based on experience and skills
• Remote Work: Fully remote—work from anywhere
• Generous PTO: In accordance with company policy
• Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Connect with professionals worldwide

Our Recruitment Process

• Application
• Screening
• Skills Assessment
• Top-grading Interview
• Client Interview
• Job Offer
• Client Onboarding

Ready to Join Us? If you’re proactive, hyper-organized, and passionate about helping founders operate at peak performance, we’d love to meet you. Apply now and help scale a healthcare technology startup that’s reshaping patient advocacy. This offer from "Catena" has been enriched by Jobgether.com and got a 75% flex score. Apply tot his job Apply To this Job