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Legal Intake Specialist at Solvo Global | JobVerse
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Legal Intake Specialist
Solvo Global
Remote
Website
LinkedIn
Legal Intake Specialist
Colombia
Full Time
2 weeks ago
No Sponsorship
Apply Now
Key skills
Communication
About this role
Role Overview
Manage, organize, and track all active client cases within the case management system
Coordinate meetings and communications with opposing counsel and clients
Request, receive, and process medical records related to Short-Term Disability documentation
Provide clients with regular case updates
Ensure all case information is accurate, complete, and up to date
Attend litigation docket meetings and process-automation meetings with Clio engineers
Manage attorneys’ calendars
Send meeting reminders
Participate in weekly workflow-building and process-improvement meetings
Add new potential clients to the Clio Pipeline
Receive and manage all inbound calls from potential clients
Ensure all intake information is accurately captured and entered into the system
Implement structured follow-up procedures for clients with no recent communication
Document all follow-up actions and outcomes within the system
Review reports identifying clients with missing or incomplete documentation.
Requirements
Strong organizational and time-management skills
Excellent verbal and written communication skills
High attention to detail
Comfort interacting with clients, attorneys, and technical partners
Ability to follow established workflows while proactively contributing to process improvements
Sound professional judgment and discretion when handling confidential and sensitive information.
Benefits
Health insurance
Paid time off
Apply Now
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