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 processes—making 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, you’ll be right at home here.

Work Arrangement

Work Schedule: Monday–Friday, 40 hours/week (U.S. business hours)
Location: LATAM (Mexico, Colombia, Argentina, Brazil)
Type: Full-Time, Fully Remote
Industry: LegalTech / Accounting / Compliance

What You’ll Do

You’ll own a portfolio of client cases—from intake to completion—and 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

• 2–4 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 You’ll 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 remote—work from anywhere in LATAM

• Performance-based bonuses