Legal Intake & Case Manager
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Job Location:
Austin, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
Legal Intake & Case Manager (with Light Bookkeeping)
Fast-Growth Tech Startup (LegalTech / SaaS)
Full-Time Fully Remote LATAM (Mexico Colombia Argentina Brazil)
About the Opportunity
A fast-growth tech startup in the LegalTech space is looking for a sharp detail-driven Legal Intake & Accounting Case Manager to support legal tax and compliance workflows for entrepreneurs and small business owners. This team blends automation with human expertise to simplify filings documentation and accounting processesmaking compliance faster and smarter for clients around the world.
This role sits at the heart of operations: managing legal and accounting cases end-to-end driving communication tightening workflows and ensuring nothing falls through the cracks. If you love structure precision and solving operational puzzles youll be right at home here.
Work Arrangement
Work Schedule: MondayFriday 40 hours/week (U.S. business hours)
Location: LATAM (Mexico Colombia Argentina Brazil)
Type: Full-Time Fully Remote
Industry: LegalTech / Accounting / Compliance
What Youll Do
Youll own a portfolio of client casesfrom intake to completionand act as the connective tissue between clients accountants engineers and legal specialists. Your ability to organize communicate and execute will keep workflows moving and clients supported.
Core Responsibilities
Case Management & Client Support 35%
Manage client cases from onboarding through completion
Track documents deadlines and case progress
Follow up proactively on missing information
Document Collection & Filing 25%
Gather review and organize legal and accounting documents
Ensure filings are complete accurate and compliant
Maintain digital records across multiple platforms
Client Communication & Coordination 25%
Draft clean professional client emails
Coordinate across internal teams to move cases forward
Serve as a reliable point of contact throughout the process
Process Improvement 10%
Identify workflow bottlenecks and recommend improvements
Update SOPs and propose automation ideas
Surface recurring issues to engineering or operations
Accounting & Bookkeeping Support 5%
Assist with light bookkeeping and reconciliations (training provided)
Help finance teams clarify discrepancies or documentation needs
Support accounting-related case workflows
What You Bring
Must-Have
24 years experience in legal intake case management or paralegal work
A proactive ownership-driven mindset
Strong organizational skills; comfortable with deadlines and multiple clients
Exceptional written English (email is the primary communication channel)
Basic familiarity with accounting or bookkeeping
Proficiency with Google Workspace Slack CRMs and AI tools
Experience in fast-paced or startup environments
Nice-to-Have
Background in LegalTech SaaS or professional services
Experience with tax accounting or compliance
Familiarity with automation tools or case management software
Spanish or Portuguese fluency
Tools Youll Use
Required:
Google Workspace Slack CRMs (Airtable Notion ClickUp) AI tools (ChatGPT Superhuman Gemini)
Preferred:
QuickBooks Xero Zapier Make (Integromat)
Benefits & Perks
Competitive salary based on experience
Fully remotework from anywhere in LATAM
Performance-based bonuses
Required Experience:
Manager
Key Skills
- Project Portfolio Management
- Motivational Interviewing
- HIPAA
- Computer Skills
- Intake Experience
- Lean Six Sigma
- Conflict Management
- Case Management
- Team Management
- Program Development
- Social Work
- Addiction Counseling
About Company
ECo provides growth-minded founders and CEOs with a tight-knit peer community to accelerate leadership and startup scaling through confidential forums, immersive retreats, and transparent peer learning. Founder Org is an invite-only CEO group.
