Client Intake & Document Collection Specialist

About the Position We are a busy bankruptcy law firm seeking a highly organized, detail-oriented, and persistent Client Intake & Document Collection Specialist to join our team. This position focuses primarily on collecting, tracking, reviewing for completeness, and organizing the documents required from clients throughout the bankruptcy intake and case preparation process. The ideal candidate is comfortable communicating with clients by phone, text, and email, following up consistently on outstanding documents, and managing multiple client files at different stages of completion. Success in this role requires excellent organizational skills, attention to detail, patience, and the ability to keep clients accountable while maintaining a professional and compassionate approach. Key Responsibilities * Contact clients to request documents and information needed for their bankruptcy cases. * Follow up regularly with clients regarding outstanding paperwork, missing information, and incomplete submissions. * Maintain accurate records of documents received and documents still needed for each client. * Review submitted documents for completeness, legibility, and consistency with established intake checklists. * Identify missing pages, incomplete forms, outdated records, and other documentation gaps that require client follow-up. * Organize, label, upload, and maintain client documents in the firm's case management system. * Track each client's progress toward completing the required document checklist. * Send reminders and communicate clear instructions to help clients understand what documents they need to provide. * Manage a high volume of client files while prioritizing urgent requests and approaching deadlines. * Coordinate with attorneys, paralegals, and other team members to ensure files are ready for the next stage of case preparation. * Maintain confidentiality and safeguard sensitive financial and personal information. * Escalate complex questions, discrepancies, or legal issues to the appropriate attorney or staff member. * Follow firm procedures to help ensure client files are complete, accurate, and organized. Qualifications **Required:** * Strong organizational skills and exceptional attention to detail. * Excellent written and verbal communication skills. * Ability to follow up persistently and professionally with clients. * Strong time management skills and the ability to manage multiple files simultaneously. * Comfortable making frequent phone calls, sending emails and text reminders, and tracking responses. * Basic computer proficiency, including document management, email, scanning, and data entry. * Ability to maintain accurate records and meet deadlines in a fast-paced environment. * Professional handling of confidential financial and personal information. **Preferred:** * Previous experience in a law firm, bankruptcy practice, legal administration, or document collection. * Familiarity with bankruptcy documentation, including tax returns, pay stubs, bank statements, and other financial records. * Experience with legal case management software, electronic document systems, or CRM platforms. * Experience working with clients who may need repeated reminders or assistance submitting paperwork. The Ideal Candidate The ideal candidate is a dependable, proactive self-starter who takes ownership of every assigned file. You understand that collecting documents requires consistent follow-up, clear communication, and attention to detail. You do not wait for clients to remember what is outstanding. You track missing items, send reminders, make follow-up calls, document your efforts, and keep files moving toward completion. You are comfortable having multiple conversations throughout the day, working from document checklists, and ensuring that no client file falls through the cracks. What We Offer * Competitive compensation based on experience. * A professional, team-oriented work environment. * Training on firm procedures, bankruptcy documentation, and case management systems. * Opportunities to develop specialized experience in bankruptcy law. * The opportunity to play an important role in helping clients move through the bankruptcy process. Pay: $18.00 - $22.00 per hour Expected hours: 40.0 per week Benefits: * 401(k) * Dental insurance * Vision insurance Work Location: In person