Legal Intake & Case Manager, Light Bookkeeping – LegalTech, SaaS

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October 23

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Catena

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HR Tech • Enterprise • Recruitment

Catena, now known as Pearl Talent, is a company that specializes in helping organizations hire top remote talent from overseas, primarily focusing on candidates from the Philippines and Latin America. They offer a rigorous vetting process to ensure they provide highly capable candidates equipped with modern software skills and fluent English proficiency. Pearl Talent provides two main hiring services: Managed Services, which handles compliance, payroll, and training, and Direct Placement for companies that manage hires internally. They focus on long-term retention and quality in their hiring processes, aiming to build high-performing remote teams for a range of industries including healthcare, real estate, and finance.

2 - 10 employees

👥 HR Tech

🏢 Enterprise

🎯 Recruiter

📋 Description

• **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