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

Entrepreneur Cooperative

Open Positions

Legal Intake & Case Manager