Legal Intake Specialist

Bernard Nickels & Associates; Oregon; Remote; USD 40,000 - 46,000; Full time

Job summary

Bernard Nickels & Associates is seeking Intake Center Agents for a 100% remote role. The position pays $20/hour and targets recent graduates with strong communication skills and a desire for growth in a legal services environment.

You will handle client calls, gather information, and document intake details while following scripts and protocols. Growth into leadership roles is highlighted, with potential transitions within 6–8 months.

Qualifications

• Associate or bachelor’s degree preferred; high school diploma or equivalent required.
• College grads preferred; strong communicators adept in sensitive situations.
• Go-getter, growth-oriented, ambitious, with leadership potential.
• Interest in the legal field is a plus
• Call center or customer service experience is preferred but not mandatory.
• Reliable transportation
• Strong verbal communication and active listening skills.
• Ability to work in a fast-paced, high-volume environment.
• Basic knowledge of legal terminology is a plus, but not required.
• Excellent organizational skills and attention to detail.
• Ability to handle sensitive and confidential information with discretion.

Responsibilities

• Answer inbound calls and address client inquiries with empathy and professionalism.
• Make outbound calls to follow up on potential client leads.
• Prioritize inbound calls and new intakes, adhering to protocols for timely and effective service.
• Collect detailed information from clients following intake guidelines.
• Document call details accurately in the system.
• Ensure thorough data entry to support the intake process.
• Provide clients with a positive and informative experience and address questions.
• Communicate information about services and assist clients in understanding the process.
• Respond to client feedback and maintain high satisfaction levels.
• Follow call scripts and protocols for consistency and quality.
• Work with leadership to improve call handling techniques.

Skills

Verbal communication

Active listening

Data entry accuracy

Microsoft Office

Salesforce

Leadership potential

Education

Associate or Bachelor's degree preferred

High school diploma or equivalent required

Tools

Salesforce

Microsoft Office

Job description

Pay Rate: $20/hour

Location: 100% remote

• Candidates must live in CO, AR, NM, or OR
• No candidates for the EST or CST time zones
• Mon thru Friday - 8a to 4p PST
• Mon thru Friday - 4p to 12a PST

Keys to the role:

• Great Entry Level role with a major Law Firm!
• Recent bachelor degree grads are encouraged to apply
• Growth path

Growth & Leadership Path... there is an opportunity to move into leadership roles, such as Legal Assistant or Doc Valuation (typically within 1-3 years). Prefer candidates interested in evolving into leadership positions after 6-8 months.

Overview:

Are you passionate about helping others and providing exceptional service? A leading law firm in mass tort and class-action litigation, is seeking dedicated Intake Center Agents to join our team.

As an Intake Center Agent, you'll be the first point of contact for potential clients, delivering a welcoming and supportive experience. This role offers growth opportunities to advance into leadership positions or explore new roles within the firm. If you're detail-oriented, compassionate, and thrive in a fast-paced environment, we'd love to hear from you.

Client Interaction:

• Answer inbound calls and address client inquiries with empathy and professionalism.
• Make outbound calls to follow up on potential client leads, ensuring prompt and accurate responses.
• Prioritize inbound calls and new intakes, adhering to protocols for timely and effective service.

Information Gathering & Documentation:

• Collect detailed information from clients, following specific intake guidelines.
• Accurately document call details, including client needs and relevant information, in the system.
• Ensure thorough and precise data entry to support the legal intake process.

Support & Service Quality:

• Provide clients with a positive and informative experience, addressing any questions or concerns.
• Communicate important information about our services and assist clients in understanding the process.
• Respond to client feedback and requests with a commitment to maintaining high satisfaction levels.

Adherence to Protocols:

• Follow all call scripts and protocols for consistency and quality.
• Work with the leadership team to improve call handling techniques and continuously enhance service.

Qualifications:

• Associate or bachelors degree preferred, High school diploma or equivalent required
• College grads preferred; strong communicators adept in sensitive situations.
• Go-getter, growth-oriented, ambitious, with leadership potential.
• Interest in the legal field is a plus
• Call center or customer service experience is preferred but not mandatory.
• Reliable transportation
• Strong verbal communication and active listening skills.
• Ability to work in a fast-paced, high-volume environment.
• Basic knowledge of legal terminology is a plus, but not required.
• Excellent organizational skills and attention to detail.
• Ability to handle sensitive and confidential information with discretion.
• Proficiency in Microsoft Office and case management software (Salesforce) preferred.