Intake Specialist

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.

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.
• Follow up relentlessly. Maintain consistent, structured follow-up with all open