About the Role
The Intake Specialist performs the initial consultation with our clients to determine which of our services best fits their specific situation. This role involves creating a connection and gathering information to best assess client needs and ensure a smooth entry into the firm. The Intake Specialist plays a crucial role in driving revenue by delivering the highest quality service to our clients. When not engaged in client consultations, the Intake Specialist proactively conducts outbound calls to schedule future appointments to maintain a consistent pipeline of qualified leads.
We are seeking to fill various shifts and schedules. Schedules may include Monday to Friday or Tuesday to Saturday. Shifts may include 9am - 6pm, 10am - 7pm, or 11am - 8pm. All times are in Eastern Time.
Your Key Contributions
- Conduct one-on-one consultations — in person or over phone/video — with prospective clients, assess their immigration situation, match them to the right case type based on attorney-approved guidelines, and close the engagement with confidence and empathy.
- Meet or exceed individual KPI targets including lead-to-client conversion rate, down payment collected, case value, and speed-to-sign.
- Navigate pricing concerns, hesitation, and resistance with confidence and empathy using the firm's selling framework. Involve a manager for approved exceptions only.
- Learn, memorize, and stay current on all case types offered by the firm based on attorney guidelines and training.
- Follow up relentlessly. Maintain consistent, structured follow-up with all open leads — by phone, text, or email — to answer questions, address concerns, and move prospects toward a decision.
- Walk clients through case pricing and available payment options with transparency and confidence. Obtain appropriate approval for manager specials or non-standard payment plans.
- Manage the full consultation-to-conversion workflow: conduct the consultation, confirm eligibility, review pricing, collect an initial down payment (when applicable), schedule the sign-up appointment, and send the client contract.
- Maintain accurate and timely records of all consultations, dispositions, and follow-up activities in the firm's CRM (Litify/Salesforce) and telephony platform (Amazon Connect).
- Participate in weekly legal training with firm attorneys and all sales training and development programs. Continuously build knowledge of immigration case types, the sales framework, and consultative selling skills.
- In every interaction, embody the firm's commitment to dignity, access, and empowerment.
What Makes You a Great Fit
- Action Oriented- Proactively drives each consultation toward a clear outcome by maintaining urgency, following up consistently, and taking ownership of moving qualified prospects to a decision.
- Collaborates- Partners appropriately with managers and teammates for approved exceptions, training, and alignment without over-reliance on escalation.
- Resourcefulness- Effectively uses available tools, training, guidelines, and follow-up channels to overcome client hesitation, resolve routine obstacles, and move qualified prospects toward a decision without unnecessary escalation.
- Instills Trust- Builds credibility and rapport quickly by demonstrating empathy, transparency, and consistency in representing the Firm’s mission and services.
- Proficient with Microsoft Office Suite or related software
Minimum Education and Experience
- High School diploma or equivalent experience
- 1-3 years of demonstrated, quota-carrying consultative sales experience—in person, over the phone, or both
- Bilingual (Spanish English) B2-C1 Required
- Prior experience in legal intake, immigration services, financial services, insurance, or other consultative professional service sales strongly preferred
How You'll Benefit
- All official/public holidays (per local law)
Our Firm
At Lisinski Law Firm, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve.
Our Values
At Lisinski Law Firm, we are driven by a client obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem-solving and high-quality service to support families with excellence and care.