TortFlow Onboarding Agent
Triten Law
📍 Remote💰 N/ASupportFull-TimeCompany
About the role
Triten Law is growing, and we're looking for reliable, detail-oriented professionals to join our team. TortFlow supports the process of moving eligible clients from initial intake through the next stages of their case workup. It helps our teams organize client information, documentation, statuses, follow-ups, and handoffs between Intake and other teams involved in the case. As a TortFlow Onboarding Agent, you'll help make sure newly transferred matters are complete, accurately documented, and ready to move forward.
What you'll do:
Review newly transferred client matters for completeness. Confirm or collect missing client information and documentation. Conduct outbound follow-ups and scheduled callbacks. Maintain accurate statuses, notes, documents, and next steps in TortFlow. Identify missing information or issues preventing a matter from progressing. Coordinate handoffs to Medical Records, Legal, or other downstream teams. Follow established workflows while providing a professional client experience.
Schedule: Full-time, generally 9:00 AM-5:00 PM U.S. hours. Working hours may be adjusted depending on business and operational needs.
What We're Looking For:
Strong spoken and written English communication skills. Clear, professional, and confident phone communication. Excellent attention to detail and follow-through. Comfortable working with CRM, workflow, or case-management systems. Reliable internet connection and a private, professional workspace. Experience in legal intake, client onboarding, customer service, call centers, healthcare, legal support, or other phone-heavy client-facing roles is a plus.
Voice Recording Requirement: Since this position involves regular phone communication with U.S.-based clients, a short voice recording will be included as part of our initial communication screening. Submit a 45-60 second English voice recording introducing yourself, briefly describing your relevant experience, and sharing why you're interested in the position.
How to Apply:
Send your application. Email Subject: [Position Applying For] - [Full Name]. Please include your updated resume/CV, the position you're applying for, and your voice recording link. Applications without the required information may not be considered. (Check How to Apply)