Intake Specialist - Nasville

The Lisinski Law Firm•Nashville, TN

10d

About The Position

The Intake Specialist is a frontline revenue driver in Lisinski Law Firm’s Business Development organization and represents the Firm’s mission to expand access to justice. This consultative sales role combines empathy with accountability, helping prospective clients understand their legal options and make informed decisions about their legal future. The specialist conducts consultations in person or by phone or video, assesses prospective clients’ immigration situations, and matches them to case types using attorney-approved guidelines. They explain pricing and payment options, address concerns, and manage the consultation-to-conversion process through eligibility confirmation, initial down-payment collection when applicable, sign-up scheduling, and contract delivery. The role also requires consistent follow-up, accurate recordkeeping in the firm’s systems, participation in legal and sales training, and ongoing development of immigration case and consultative-selling knowledge. The posted schedule is Monday through Friday, 8:30 AM to 5:30 PM CST.

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.
Experience in a metrics-driven environment with individual performance accountability.
CRM proficiency, including accurate data entry, activity logging, and pipeline tracking.
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 handle objections independently and resolve client concerns without manager escalation.
Active listening and empathy-driven client engagement to build trust, uncover needs, and guide decision-making.
Ability to proactively drive consultations toward clear outcomes, follow up consistently, and take 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 address routine obstacles without unnecessary escalation.
Ability to build credibility and rapport through empathy, transparency, and consistent representation of the Firm’s mission and services.

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 or by phone or video, assess immigration situations, and match prospective clients 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; involve a manager only for approved exceptions.
Learn and stay current on the Firm’s 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 support decision-making.
Explain case pricing and available payment options transparently; obtain approval for manager specials or non-standard payment plans.
Manage the consultation-to-conversion workflow, including confirming eligibility, reviewing pricing, collecting an initial down payment when applicable, scheduling the sign-up appointment, and sending the client contract.
Maintain accurate and timely records of consultations, dispositions, and follow-up activities in the CRM and telephony platform.
Participate in weekly legal training with Firm attorneys and in sales training and development programs.
Continuously build knowledge of immigration case types, the sales framework, and consultative selling skills.
Represent the Firm’s commitment to dignity, access, and empowerment in every interaction.