Intake Specialist

Intake Specialist The Lisinski Law Firm - 4.1 Denver, CO Job Details Full-time 13 hours ago Benefits Health savings account AD&D insurance Disability insurance Health insurance Dental insurance Flexible spending account Employee assistance program Vision insurance 401(k) matching Life insurance Qualifications Record keeping Spanish Immigration law English Mid-level Legal firm experience High school diploma or GED Key Performance Indicators Salesforce Cloud Business development Data entry Direct sales Law office Sales pipeline management Financial services CRM system proficiency Achieving sales targets Appointment scheduling 1 year Consultative selling Client interaction via phone calls Full Job Description About The Lisinski Law Firm Since 2020, Lisinski Law Firm has served as a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families seeking safety, stability, and a path forward. We frequently stand with clients who have been turned away elsewhere, offering both advocacy and care. Joining our Firm means becoming part of a team devoted to keeping families together and "Changing as Many Lives as Possible." About the Role The Intake Specialist is the frontline revenue driver of Lisinski Law Firm's Business Development organization and a direct embodiment of the Firm's mission to change lives through access to justice. Every prospective client who schedules a consultation deserves to be met with professionalism, empathy, and confidence—guided by a skilled specialist who can help them make an informed decision about their legal future. This is a consultative sales role that blends compassion with accountability. Intake Specialists build trust, assess client needs, and clearly communicate the value of the Firm's services, recognizing that converted qualified clients is not transaction—it is the means by which the firm fulfills its purpose. 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 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 Experience in metrics-driven, individual performance accountability environment CRM proficiency, including accurate data entry, activity logging, and pipeline tracking (Litify/Salesforce preferred). CRM proficiency, including accurate data entry, activity logging, and pipeline tracking (Litify/Salesforce preferred). Work Schedule Monday through Friday, 8:30am-5:30pm Local Time How You'll Benefit Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our employees and their families. We recognize the importance of health and well-being and are committed to fostering an environment where every team member can feel and perform at their best. 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 Voluntary Accident Insurance Voluntary Hospital Indemnity Insurance Employee Assistance Program Calm App Subscription 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.