Legal Intake & Case Manager at Entrepreneur Cooperative

Legal Intake & Case Manager (with Light Bookkeeping)Fast-Growth Tech Startup (LegalTech / SaaS)Full-Time Fully Remote LATAM (Mexico Colombia Argentina Brazil)About the OpportunityA 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 processesmaking 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 youll be right at home here.Work ArrangementWork Schedule: MondayFriday 40 hours/week (U.S. business hours)Location: LATAM (Mexico Colombia Argentina Brazil)Type: Full-Time Fully RemoteIndustry: LegalTech / Accounting / ComplianceWhat Youll DoYoull own a portfolio of client casesfrom intake to completionand 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 ResponsibilitiesCase Management & Client Support 35%Manage client cases from onboarding through completionTrack documents deadlines and case progressFollow up proactively on missing informationDocument Collection & Filing 25%Gather review and organize legal and accounting documentsEnsure filings are complete accurate and compliantMaintain digital records across multiple platformsClient Communication & Coordination 25%Draft clean professional client emailsCoordinate across internal teams to move cases forwardServe as a reliable point of contact throughout the processProcess Improvement 10%Identify workflow bottlenecks and recommend improvementsUpdate SOPs and propose automation ideasSurface recurring issues to engineering or operationsAccounting & Bookkeeping Support 5%Assist with light bookkeeping and reconciliations (training provided)Help finance teams clarify discrepancies or documentation needsSupport accounting-related case workflowsWhat You BringMust-Have24 years experience in legal intake case management or paralegal workA proactive ownership-driven mindsetStrong organizational skills; comfortable with deadlines and multiple clientsExceptional written English (email is the primary communication channel)Basic familiarity with accounting or bookkeepingProficiency with Google Workspace Slack CRMs and AI toolsExperience in fast-paced or startup environmentsNice-to-HaveBackground in LegalTech SaaS or professional servicesExperience with tax accounting or complianceFamiliarity with automation tools or case management softwareSpanish or Portuguese fluencyTools Youll UseRequired:Google Workspace Slack CRMs (Airtable Notion ClickUp) AI tools (ChatGPT Superhuman Gemini)Preferred:QuickBooks Xero Zapier Make (Integromat)Benefits & PerksCompetitive salary based on experienceFully remotework from anywhere in LATAMPerformance-based bonuses Required Experience:Manager Key Skills Project Portfolio Management,Motivational Interviewing,HIPAA,Computer Skills,Intake Experience,Lean Six Sigma,Conflict Management,Case Management,Team Management,Program Development,Social Work,Addiction Counseling Employment Type : Full-Time Experience: years Vacancy: 1