Legal Intake Specialist

at Pearl Talent
🇵🇭 Philippines - Remote
⚖️ Finance & Legal🔵 Mid-level

Job description

Work Arrangement: Fully Remote

Job Type: Full-Time

Work Schedule: 40 Hours/Week, Monday to Friday

Location: Remote

Holidays Observed: Flexible, with consideration for regional holidays

About Pearl Talent

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Hear why we exist, what we believe in, and who we’re building for: Watch Here

Why Work with Us?

We’re not just another recruiting firm—we focus on placing candidates with exceptional US and EU founders who prioritize the long-term success of their team members. We also provide retention bonuses at 3, 6, 9, and 12 months, as well as community-driven benefits like an annual retreat.

About the Company

Our client, is a leading provider of pre-settlement legal funding for personal injury plaintiffs in the U.S. With a mission centered on speed, fairness, and transparency, Uplift empowers injured clients by helping them access the funds they need before their cases settle.

Role Overview

As a Case Manager, you will be the primary point of contact for clients and their law firms. You’ll manage incoming applications, review legal documentation, communicate with attorneys, and guide clients through each step of the funding process. If you’re someone who thrives in a fast-paced, client-facing environment and wants to make a tangible impact—this role is for you.

Key Responsibilities

Client and Case Management

  • Oversee a pipeline of incoming pre-settlement funding applications
  • Communicate with clients, attorneys, and medical providers to collect case details and documentation
  • Provide compassionate and efficient guidance to applicants throughout the funding process

Document Review and Evaluation

  • Analyze legal documents such as police reports, medical records, and settlement documents
  • Ensure the completeness and accuracy of law firm submissions

Process and System Optimization

  • Maintain CRM accuracy with timely updates on case statuses
  • Monitor progress of applications and prioritize high-urgency cases effectively

Must-Haves

  • 2+ years in sales, legal funding, personal injury, claims processing, or client-facing roles
  • Experience handling sensitive legal documentation
  • Familiarity with personal injury case types (e.g., auto accidents, premises liability)
  • Strong communication skills and a client-first attitude
  • Proficiency in Google Workspace
  • Ability to multitask in a fast-paced, high-volume environment

Nice-to-Haves

  • Experience in US legal or insurance sectors
  • CRM and legal tracking tool knowledge
  • Spanish-speaking skills (optional but welcome)

✅ Fully Remote Setup – work from anywhere in the Philippines

✅ Paid Time Off – 2 weeks leave plus US federal holidays

✅ Mentorship – hands-on guidance from legal funding professionals

✅ Growth – access to tools and resources to enhance your legal and client service skills

✅ Global Community – join a network of top-tier professionals from LATAM, South Africa, and Southeast Asia

✅ Wellness – flexible schedule designed for work-life harmony

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