Intake

Intake Coordinator

Take newly signed clients through onboarding and collect what the case needs.

Always open

Pay and package

What this role pays.

Work from homeUS business hoursOne firm, long term

Review what each new client still owes

Collect documents and signed forms

Check that details are right

Hand the file to case management

Client onboarding or admin experience

Organized follow-up

Comfortable in case management software

What you report each day

Files completed and documents still missing.

A normal day

Start of shift

Review the clients who signed since your last shift and what each one still owes.

First half

Call and message clients for documents, photos and signed forms.

Second half

Check every detail against the file: names, dates, insurance and medical providers.

End of shift

Hand finished files to case management and report what is still missing.

Expect questions like these in your interview. There are no trick questions.

How do you follow up with a client who is not sending what you need?

How do you keep track of many open files at once?

What do you check before you call a file complete?

Every role starts on the same path: Specialist, Certified Specialist, Senior Specialist, Team Lead.

A common next role

Quality Control Specialist or Pre-Litigation Legal Assistant.

Before you apply

You have experience in this role.

You can work your firm's US business hours. In the Philippines, that means nights.

You have a private place to work, reliable internet, a good microphone, and backup equipment.

You are fine with camera-on training, an employment check, and work-tracking tools.

Have your resume and a short voice recording ready. You can apply from your phone.