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 Lisinski Law Firm is a legal entity that specializes in immigration laws and helps immigrants deal with the complex immigration system. It was founded in 2020, and is headquartered in Powell, Ohio, USA, with a workforce of 1001-5000 employees. Its website is