Intake Agent – Client Intake

Job Description

Legal Intake Specialist | Bernard Nickels & Associates

The Tone:
This is a temp-to-perm role with Bernard Nickels & Associates, offered remotely for a major law firm client specializing in mass tort and class-action litigation. The position transitions to permanent status after a successful 60-90 day contract period. This role is crucial as you will serve as the initial point of contact for potential clients, providing a welcoming and supportive introduction to the firm’s services.

The TL;DR
• Role: Contract / Early Career
• Type: Temp-to-perm (60-90 days, convert to perm if successful) / Part-time (11a to 4p EST, Mon thru Fri)
• Location: Remote
• Mission: Provide initial contact and support for potential clients, gathering essential information and ensuring a positive experience.
• Tech Stack: Microsoft Office, Salesforce

What You’ll Actually Do
• Respond: Answer inbound calls and address client inquiries with empathy and professionalism.
• Outreach: Make outbound calls to follow up on potential client leads, ensuring prompt and accurate responses.
• Document: Collect detailed information from clients, accurately documenting call details in the system.
• Inform: Provide clients with important information about services and assist them in understanding the process.
• Improve: Follow all call scripts and protocols, collaborating with the leadership team to enhance service.

The Must-Haves
• Background: High school diploma or equivalent required; Associate or bachelor’s degree preferred. This is an entry-level role for individuals who are go-getter, growth-oriented, and ambitious, with strong communication skills for sensitive situations.
• Experience: Call center or customer service experience is preferred, but not mandatory. No specific years of experience are required.
• Skills: Strong verbal communication and active listening skills; excellent organizational skills and attention to detail; ability to handle sensitive and confidential information with discretion.
• Bonus: Basic knowledge of legal terminology; proficiency in Microsoft Office and Salesforce.