Intake Specialist - Nasville

The Lisinski Law Firm•Nashville, TN

11d

About The Position

The Intake Specialist is the frontline revenue driver of Lisinski Law Firm’s Business Development organization and represents the Firm’s mission to expand access to justice. This consultative sales role combines compassion with accountability, helping prospective clients make informed decisions about their legal futures. The specialist builds trust, assesses client needs, communicates the value of the Firm’s services, and guides qualified prospects toward engagement. The role includes conducting in-person, phone, or video consultations; assessing immigration situations and matching prospects to appropriate case types under attorney-approved guidelines; explaining pricing and payment options; and managing the consultation-to-conversion process through contract delivery. The specialist maintains structured follow-up and accurate CRM and telephony records, works toward individual performance targets, and participates in legal and sales training. The position is scheduled Monday through Friday, 8:00 AM to 5:00 PM EST.

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 proficiency at B2–C1 level; required.
Experience in a metrics-driven environment with individual performance accountability.
CRM proficiency, including accurate data entry, activity logging, and pipeline tracking.
Proficiency with phone and video consultation platforms.
Proficiency with Microsoft Office Suite or related software.
Ability to close needs-based sales without routine manager escalation.
Process-oriented approach focused on efficiency and consistency.
Ability to conduct effective discovery, present tailored solutions, and confidently close consultative sales.
Ability to independently handle objections and resolve client concerns without manager escalation.
Active listening and empathy-driven client engagement to build trust, uncover needs, and guide decision-making.
Action-oriented approach, including consistent follow-up and ownership of moving qualified prospects toward a decision.
Ability to collaborate appropriately with managers and teammates for approved exceptions, training, and alignment.
Resourcefulness in using available tools, training, guidelines, and follow-up channels to resolve routine obstacles.
Ability to build credibility and rapport through empathy, transparency, and consistency.

Nice To Haves

Prior experience in legal intake, immigration services, financial services, insurance, or other consultative professional service sales.
Experience with Litify or Salesforce.
Experience with Amazon Connect.

Responsibilities

Conduct one-on-one consultations in person, by phone, or by video; assess prospective clients’ immigration situations and match them to case types using attorney-approved guidelines.
Meet or exceed individual KPI targets, including lead-to-client conversion rate, down payment collected, case value, and speed-to-sign.
Address pricing concerns, hesitation, and resistance using the Firm’s selling framework, involving a manager only for approved exceptions.
Learn and stay current on Firm case types based on attorney guidelines and training.
Follow up consistently with open leads by phone, text, or email to answer questions, address concerns, and move prospects toward a decision.
Explain case pricing and payment options transparently and obtain approval for manager specials or non-standard payment plans.
Manage the consultation-to-conversion workflow, including conducting consultations, confirming eligibility, reviewing pricing, collecting an initial down payment when applicable, scheduling sign-up appointments, and sending client contracts.
Maintain accurate and timely records of consultations, dispositions, and follow-up activities in the Firm’s CRM and telephony platform.
Participate in weekly legal training with Firm attorneys and sales training and development programs.
Represent the Firm’s commitment to dignity, access, and empowerment in every interaction.