Intake Specialist

Lisinski Law Firm is a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families. The Intake Specialist will conduct consultations, assess client situations, and guide them toward appropriate services while driving the firm’s revenue through effective sales techniques.

Responsibilities

• 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

Skills

• Proficient with Microsoft Office Suite or related software
• 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

Benefits

• 401k Match
• Medical, Dental, & Vision Insurance Options for Health Savings Account or Flexible Spending Account
• Dependent Care FSA
• Basic Life Insurance
• Voluntary Life & AD&D
• Disability Insurance
• Hospital Indemnity Insurance
• Employee Assistance Program
• Calm App Subscription
• Paid Time Off

Company Overview