Legal Intake Specialist
hace 2 semanas
Legal Intake Specialist (Mexico | Remote)About the job Legal Intake Specialist (Mexico | Remote)Legal Intake Specialist (Remote)Schedule:Full-Time | Monday - Friday, 9:00 AM - 5:00 PM ESTThe Legal Intake Specialist plays a pivotal role as the first step in the healthcare medical records retrieval process. This position ensures that every request is accurate, complete, and optimized for downstream success. The precision and quality of the intake process directly influence the speed and accuracy of medical record retrieval for law firm clients.Key Responsibilities1. Provider Research & IdentificationIdentify all relevant healthcare providers involved in a clients treatment, beyond the main facility listed by the law firm.Research and locate billing providers and related entities using tools such as Chartswap, historical request data, and direct provider outreach.Accurately input all identified providers into the admin application.2. Request Creation & Quality ControlReview incoming ROIs (Release of Information forms), correcting incomplete or inaccurate submissions (noting that ~90% require adjustments).Prepare accurate base forms before generating submission packets.Conduct comprehensive quality assurance checks on each ROI packet, verifying inclusion of all required details such as cover letters, affidavits, and other documentation.3. Request AssignmentAssign requests to the appropriate records team members based on workload balance and utilization metrics.Identify and escalate special provider requirements (e.g., unique forms or protocols) to the assigned Client Success Manager (CSM).Resolve missing, unclear, or conflicting information by liaising with the law firms case manager.RequirementsExperience:Prior hands-on experience requesting health records from providers on behalf of law firms.Attention to Detail:Exceptional accuracy; even small mistakes can cause delays of several months.Technical Skills:Proficiency with Adobe Acrobat and other PDF editing/combining tools.Communication:Strong verbal and written communication skills, with a proactive problem-solving mindset. #J-18808-Ljbffr
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Legal Intake Specialist
hace 1 semana
Mexico City VirtueStaff A tiempo completoVirtueStaff is seeking for a professional and articulate Legal Intake Specialist to serve as the initial point of contact for our client. In this role, you will be responsible for managing high-volume inbound inquiries and conducting the initial screening process to determine how our firm can best assist. The ideal candidate is a empathetic communicator who...
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Legal Intake Specialist
hace 2 semanas
Mexico City VirtueStaff A tiempo completoVirtueStaff is seeking for a professional and articulate Legal Intake Specialist to serve as the initial point of contact for our client. In this role, you will be responsible for managing high-volume inbound inquiries and conducting the initial screening process to determine how our firm can best assist. The ideal candidate is a empathetic communicator who...
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Remote Legal Intake Specialist: Client Onboarding
hace 1 semana
Mexico City VirtueStaff A tiempo completoA legal services firm is seeking a Legal Intake Specialist to manage high-volume inquiries and conduct initial screenings. The role involves answering client calls, qualifying leads, and providing exceptional customer service. Ideal candidates will have excellent English communication skills, experience in legal intake, and a strong customer service...
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Remote Bilingual Legal Intake Specialist
hace 1 semana
Mexico City Remote Latinos A tiempo completoA legal services company is seeking an Intake Specialist to join their team remotely. The role requires strong bilingual Spanish communication skills and experience in a legal environment, handling inbound calls, gathering intake details, and managing appointments. Offering competitive hourly rates of $6-$8, with potential increases for qualified candidates,...
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Bilingual Legal Intake Specialist
hace 1 semana
Mexico City OutSta A tiempo completoA dynamic legal services team in Mexico City seeks a detail-oriented Bilingual Intake Specialist. The ideal candidate will provide exceptional client intake services in both English and Spanish, ensuring accurate documentation and an empathetic approach to client needs. Strong communication and organizational skills are crucial. The role offers the...
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Intake Specialist
hace 1 semana
Mexico City LaTeam Partners A tiempo completoJob Description – Intake Specialist Company: Legacy Solutions Law Firm Website: https://www.floridalegacylaw.com/ Type of agreement: Contractor This is a full-time remote position. Preferred background: Experience in law firms focused on Elder Law, Business Law, Asset Protection, or Tax Law is strongly preferred. Do you want a mission-driven career in a...
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Intake Specialist
hace 2 semanas
Mexico City LaTeam Partners A tiempo completoJob Description – Intake Specialist Company: Legacy Solutions Law Firm Website: https://www.floridalegacylaw.com/ Type of agreement: Contractor This is a full-time remote position. Preferred background: Experience in law firms focused on Elder Law, Business Law, Asset Protection, or Tax Law is strongly preferred. Do you want a mission-driven career in a...
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Bilingual Intake Specialist
hace 1 semana
Mexico City OutSta A tiempo completoJob Description: Bilingual Intake Specialist Position Overview We seek a detail-oriented and empathetic Bilingual Intake Specialist to join our dynamic team. The ideal candidate will provide a seamless intake experience for clients, gather essential information, and ensure accurate documentation. This role requires fluency in both English and Spanish, strong...
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Bilingual Intake Specialist
hace 2 semanas
Mexico City OutSta A tiempo completoJob Description: Bilingual Intake Specialist Position Overview We seek a detail-oriented and empathetic Bilingual Intake Specialist to join our dynamic team. The ideal candidate will provide a seamless intake experience for clients, gather essential information, and ensure accurate documentation. This role requires fluency in both English and Spanish, strong...
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Intake Specialist
hace 4 días
Mexico City Globaltize A tiempo completoHours Schedule Full-Time — 40 hours/week Time Zone U.S.-aligned schedule (standard business hours) About Company and Role We are expanding its client intake team to improve response times, lead qualification, and overall client experience. Intake Specialists are the first point of contact for individuals seeking legal support. This is a structured,...