Legal Intake Specialist (US Based - LegalTech Company) A086

Work Arrangement :  Fully Remote

Job Type :  Full-Time

Work Schedule :  40 Hours / Week, US Business Hours

Location :  Remote

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 :

Why Work with Us?

At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, make an impact, and build a long-term career. We believe in creating environments where your potential is recognized, your voice matters, and your success is tied to meaningful work—not short-term perks. Joining Pearl means stepping into opportunities that challenge you, support you, and set you up for lasting success.

About the Company

Our client is a healthcare technology startup backed by top venture investors. The company is transforming how medical records are collected and summarized for law firms and healthcare providers. By automating record retrieval and using AI to generate intelligent summaries, they reduce what once took weeks into a process that takes only hours, empowering attorneys, providers, and patients with faster, more accurate access to medical histories

Role Overview

As a Legal Intake Specialist , you’ll play a critical role in the medical records retrieval process. You’ll ensure that every intake request is accurate, complete, and optimized for success downstream. Your attention to detail directly impacts the speed and quality of records collection for our law firm clients. If you thrive in a fast-paced, detail-oriented environment where precision and problem-solving matter, this role is for you.

Key Responsibilities

Provider Research & Identification

• Identify all relevant providers associated with a client’s treatment, not just the main facility submitted by the law firm.
• Locate billing providers and related entities using tools such as Chartswap, prior requests, and direct provider calls.
• Add all identified providers to the request in the admin app.

Request Creation & Quality Control

Request Assignment & Escalation

Requirements

Must-Have :

Nice-to-Have :

Benefits