Intake Specialist Bilingual

The Lisinski Law Firm•Pasadena, TX

3d•$24•Onsite

About The Position

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.

Requirements

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
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

Nice To Haves

Prior experience in legal intake, immigration services, financial services, insurance, or other consultative professional service sales strongly preferred

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.
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.