Intake Admin Specialist (Legal Intake)
Job Description
Solvo is changing how North American companies connect with talented, nearshore employees, along with the latest AI-powered tools. Solvo provides exceptional, affordable remote talent to U.S. and Canadian businesses in 50+ industry specialties. Solvo operations feature employees with no language barriers, a strong work ethic, in the same time zone, mirroring…
Intake Admin Specialist (Legal Intake)
Key Responsibilities
- Handle 100+ intake-related requests daily.
- Follow up with clients regarding signed retainers, W-9 forms, and other required documentation.
- Conduct client outreach to obtain missing information and required signatures.
- Review and audit intake documentation for accuracy, completeness, and compliance.
- Proofread client-facing documents and intake materials.
- Review recorded intake calls to collect missing information and support quality control initiatives.
- Scan, upload, organize, and maintain case documentation within case management systems.
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