Legal Intake & Case Manager
Catena
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇲🇽 Mexico
Visit company websiteJob Level
JuniorMid-Level
About the role
- Case Management: Own assigned cases end-to-end — monitor progress, follow up for missing information, and ensure timely completion.
- Document Collection & Filing: Gather, review, and organize required forms and certifications with precision and accuracy.
- Communication: Send professional, concise email updates to clients and coordinate internally with accountants, engineers, and legal staff.
- Process Improvement: Proactively identify workflow inefficiencies and propose process or SOP updates to improve speed and accuracy.
- Pattern Recognition: Spot recurring case types and preempt issues before they escalate.
- Operational Support: Contribute to internal documentation and help build scalable systems to support growing case volume.
- Product Feedback: Share insights and observations with the engineering team about platform usability and potential automation opportunities.
Requirements
- 2–4 years of experience in legal intake, case management, or paralegal support
- Proven proactivity and independence — moves work forward without constant supervision
- Strong organizational and multitasking skills; comfortable handling high volumes of documents
- Excellent written communication in English (client interactions are email-based)
- Experience in ambiguous or fast-paced environments where processes evolve quickly
- Proficiency in Google Workspace, Slack, CRMs, and AI tools (e.g., ChatGPT, Superhuman, Gemini)
- Startup or tech company experience (Nice-to-Have)
- Background in legal, tax, or compliance work (Nice-to-Have)
- Experience building or improving SOPs or internal documentation (Nice-to-Have)
- Familiarity with automation tools or case management systems (Nice-to-Have)
Benefits
- Remote Work: Fully remote—work from anywhere
- Generous PTO: Ample paid time off to rest and recharge
- Direct Mentorship: Grow through guidance from international industry experts
- Learning & Development: Ongoing access to resources for professional growth
- Global Networking: Work and connect with professionals around the world
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
case managementdocument collectionprocess improvementpattern recognitionSOP developmentautomation tools
Soft skills
proactivityindependenceorganizational skillsmultitaskingwritten communication