Intake Specialist

About the Role As an Intake Specialist, you are the first voice our clients trust and a key driver of the firm's revenue. You'll lead in depth consultations, assess each client's situation, and confidently guide them toward the service that best meets their needs. This role blends empathy, structured interviewing, and sales skill to create a smooth, high quality entry into the firm. You'll build rapport quickly, communicate clearly in English and Spanish, and help clients understand both the legal pathways available to them and the value of partnering with our team. Your ability to listen, educate, and convert interested leads into committed clients directly impacts the number of families we're able to help. If you're energized by meaningful conversations, motivated by metrics, and skilled at turning uncertainty into clarity this role offers the chance to make a real difference from day one. 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 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 Compensation $24/hr + Commissions 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 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. •This position is temporarily remote and will be full time on-site beginning in late Spring 2026• The office will be located in/around this area: Chelsea, Revere, Everett.