Lisinski Law Firm · 20 hours ago
Intake Specialist-Boston, MA
Lisinski Law Firm is dedicated to providing immigration solutions to clients facing difficult situations. The Intake Specialist is responsible for conducting initial consultations, assessing client needs, and facilitating their entry into the firm while driving revenue through high-quality service.
ConsultingLaw EnforcementLegal
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
Qualification
Required
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
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
Preferred
Experience in sales or metrics-based environment preferred