Bookkeeper, QBO Certified
Virtual Construction Assistants
Legal Intake & Case Manager, Light Bookkeeping – LegalTech, SaaS
Catena
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇵🇭 Philippines
Visit company websiteJob Level
JuniorMid-Level
About the role
- **Core Responsibilities**
- Manage assigned client cases from intake through completion, ensuring timely delivery.
- Follow up with clients for missing documentation and approvals.
- Maintain accurate case tracking in internal systems.
- Gather, review, and organize forms, contracts, and certificates with accuracy.
- Ensure all required legal and accounting documentation is filed and compliant.
- Support data entry and digital filing across multiple platforms.
- Draft professional, concise client emails providing updates and status reports.
- Coordinate with **accountants, engineers, and legal staff** to move cases forward.
- Act as a liaison between clients and the internal operations team.
- Identify recurring issues or process bottlenecks and propose improvements.
- Update or create SOPs for case workflows.
- Provide structured feedback to the engineering team on automation opportunities.
- Support simple bookkeeping, reconciliations, or expense-tracking tasks (training provided).
Requirements
- **Must-Have (Required):**
- - 2–4 years of experience in **legal intake, case management, or paralegal support**.
- - Proven **proactivity and ownership mindset** — able to execute without constant supervision.
- - Strong **organizational and multitasking skills**, with comfort managing multiple clients and deadlines.
- - Excellent written English communication; client communication is primarily via email.
- - Familiarity with **bookkeeping or accounting-related tasks** (even limited professional exposure).
- - Proficiency with **Google Workspace, Slack, CRM systems, and AI tools** (e.g., ChatGPT, Superhuman, Gemini).
- - Experience working in fast-paced or startup environments with evolving workflows.
- **Nice-to-Have (Preferred):**
- - Experience in **LegalTech, SaaS, or professional services** environments.
- - Background in **tax, accounting, or compliance documentation**.
- - Familiarity with **automation tools or case management systems**.
- - Strong analytical mindset and pattern recognition ability.
- - Fluent in English; **Spanish or Portuguese** proficiency is a plus.
Benefits
- - **Competitive Salary:** Based on experience and skills
- - **Remote Work:** Fully remote—work from anywhere
- - ** Performance Bonus:** Based on data accuracy, reporting timeliness, and overall sales efficiency
- - ** Team Incentives:** Recognition for maintaining 100% CRM hygiene and on-time reporting
- - ** 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
legal intakecase managementparalegal supportbookkeepingaccountingdata entrydocumentation complianceSOP creationautomationexpense tracking
Soft skills
proactivityownership mindsetorganizational skillsmultitaskingwritten communicationanalytical mindsetpattern recognitionclient liaisonfeedback provisionproblem-solving
