Legal Intake Specialist - A233

Work Arrangement: Fully Remote
Job Type: Independent Contractor, Full-time
Work Schedule: US time zone - 40 hours per week (9:00 AM – 5:00 PM CST)

Locations:

• LATAM: Mexico City (Mexico), Bogotá (Colombia), São Paulo (Brazil), Buenos Aires (Argentina), CMDX (Mexico), Santo Domingo (Dominican Republic), Caracas (Venezuela)

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?
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, be challenged, and build long-term, meaningful careers.

About the Company

Our client is a healthcare operations platform that supports law firms by enabling fast, accurate, and compliant medical records retrieval. The company operates at the intersection of healthcare and legal services, helping improve operational efficiency, provider compliance, and client satisfaction through structured processes and high-quality execution.

Role Overview

The Legal Intake Specialist plays a critical role as the first step in the medical records request lifecycle. This position is responsible for ensuring that every request is complete, accurate, and compliant before moving downstream. The role requires strong attention to detail, experience with legal medical records requests, and the ability to resolve ambiguity through research and proactive communication. This is an execution-heavy, process-driven role with direct impact on retrieval speed and service quality. Candidates who thrive here are highly organized, precise, and comfortable working in detail-intensive environments.

Your Impact:

You will directly influence the speed and accuracy of medical records retrieval by ensuring requests are correctly prepared from the start. Your work will reduce provider rejections, minimize downstream rework, and improve overall turnaround times. You will contribute to higher client satisfaction by maintaining compliance and documentation quality. Your attention to detail and proactive issue resolution will help scale operations while maintaining high accuracy standards.

Core Responsibilities

Provider Research & Identification – 40%

• Identify all medical providers involved in a client’s treatment beyond the initially submitted facility.
• Research billing providers and related entities using provider portals, historical requests, and direct outreach.
• Accurately document and add all identified providers into internal admin systems.

Request Creation & Quality Control – 35%

• Review incoming Release of Information (ROI) forms and correct missing or incorrect information.
• Create clean, accurate base forms prior to generating submission packets.
• Perform detailed QA checks to ensure provider-specific compliance and completeness.

Request Assignment & Workflow Coordination – 15%

• Assign requests to appropriate records team members based on workload and utilization.
• Ensure smooth handoff to downstream teams with clear and complete documentation.

Edge Case Management & Escalation – 10%

• Identify non-standard provider requirements and escalate issues appropriately.
• Resolve conflicting or missing information through coordination with law firm case managers and internal teams.