Intake Specialist

The Lisinski Law Firm•Pasadena, CA

16h

About The Position

The Intake Specialist is the firm’s first and most influential point of contact, responsible for conducting in‑depth consultations, accurately assessing client needs, and guiding them toward the right legal services with professionalism, empathy, and clarity. By mastering case types and attorney guidelines, they lead structured interviews, educate clients on service value and payment options, and convert qualified leads into committed clients — directly driving revenue and shaping the firm’s reputation. They maintain engagement through follow‑ups, coordinate sign‑ups and contracts once a client commits, and ensure a seamless transition into the firm’s onboarding process. Through continuous legal training and consistent client-focused communication, the Intake Specialist becomes both a trusted advisor for clients in vulnerable moments and a key contributor to the firm’s growth and success.

Requirements

Bilingual (Spanish English) B2-C1
Proficient with Microsoft Office Suite or related software
High School Diploma or equivalent experience
Excellent verbal and written communication skills
Possess excellent bilingual (English and Spanish) interpersonal and communication skills, both written and verbal
World class customer service and selling skills
Proven ability to meet deadlines and time manage themselves
Impeccable organizational skills and attention to detail
Strong problem-solving skills

Nice To Haves

Experience in sales or metrics-based environment preferred

Responsibilities

Learn, memorize, and research the case types we offer at the firm based on Attorney’s guidelines.
Conduct one-hour interviews with potential clients and initiate a potential case type based on the Attorney’s direction, training, FAQ documents, and other communications.
Lead Interviews with approved sales scripts and empathy to build rapport with potential clients.
Review case pricing with clients and determine their best payment option to start a potential case type. Involve the Intake Manager or Intake Assistant Manager to approve manager specials or payment plans.
Educate clients on the benefits of partnering with our firm and the payment options available to them.
Convert potential leads into admitted clients based on benefits and values of each case type.
Schedule and follow up with all leads that have potential case types to clarify information, answer questions, and encourage engagement with the firm.
If eligible, based on client’s initial down payment, this individual is responsible for scheduling the sign-up appointment.
Responsible for sending contracts to clients following down payment.
Stay up to date on weekly legal training with firm attorneys.