Intake Processor Paralegal (Bilingual) in Revaya

Remote | Semi Senior | Full time | Operations / Admin

Gross salary $900 - 1000 USD/month

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Job Type: Full-Time

Work Hours: Monday to Friday, 9:00 AM to 5:30 PM Pacific Time, with a 30-minute break

Salary: $1,000 per month

Job Overview:

We are seeking a detail-oriented and bilingual Intake Processor to join our team. This role is critical in ensuring new clients have a smooth and professional onboarding experience. After a client signs with the firm, the Intake Processor promptly contacts the client, gathers all necessary case details, and organizes the information into the client’s file. The ideal candidate will have excellent communication skills, strong attention to detail, and the ability to handle sensitive information with professionalism and accuracy.

Send CV through Get on Board.

Key Responsibilities:

Call newly signed clients to welcome them and guide them through the intake process.
Collect and document essential information, including:
- Insurance details (auto, health, etc.)
- Driver’s license information
- Accident details (location, time, parties involved, etc.)
- Photos and videos related to the incident
- Contact information (phone, email, address)
- Emergency contact information
Ensure all collected information is accurately entered into the case management system.
Follow up with clients to obtain missing documents or clarify incomplete information.

Qualifications:

Must speak and write fluent English and Spanish.
English must be spoken clearly, with minimal accent, to ensure easy communication with clients.
Strong communication and interpersonal skills.
Excellent attention to detail and organizational abilities.
Proficiency with computers and case management or CRM systems.
Ability to manage sensitive and confidential information with discretion.

Desirable skills

Strong Client Communication – Ability to clearly and empathetically gather information from clients, often during stressful situations.
Accurate Data Entry & Documentation – Ensuring all case details (insurance, licenses, accident info, contacts) are correctly recorded in the case management system.
Legal Knowledge & Confidentiality – Understanding legal intake processes, terminology, and maintaining strict client confidentiality.
Organizational & Time Management – Handling multiple intakes, documents, and follow-ups efficiently without missing deadlines.
Technical Proficiency – Skilled in case management systems, CRMs, and common office tools (Word, Excel, Google Workspace, e-signature platforms).
Would you like me to also turn these into 5 interview questions to assess candidates against these skills?

GETONBRD Job ID: 55954

Conditions

Fully remote You can work from anywhere in the world.

Remote work policy

Fully remote

Candidates can reside anywhere in the world.

About Revaya

Revaya champions top professionals by pairing you with growth-minded U.S. companies; we secure above-market pay, handle contracts, payroll, and compliance, offer continuous upskilling in AI and industry tools, and provide a respectful remote cult — Revaya's full profile