Intake Specialist
Lisinski Law Firm, LLC, Pasadena, CA, United States
Since 2020, Lisinski Law Firm has served as a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families seeking safety, stability, and a path forward. We frequently stand with clients who have been turned away elsewhere, offering both advocacy and care. Joining our Firm means becoming part of a team devoted to keeping families together and “Changing as Many Lives as Possible.”
About the Role 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.
Your Key Contributions
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.
What Makes You a Great Fit
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
Experience in sales or metrics‑based environment preferred
How You'll Benefit
Options for Health Savings Account or Flexible Spending Account
Dependent Care FSA
Basic Life Insurance
Voluntary Life & AD&D
Disability Insurance
Voluntary Accident Insurance
Voluntary Hospital Indemnity Insurance
Employee Assistance Program
Our Firm At Lisinski Law Firm , the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve.
Our Values At Lisinski Law Firm, we are driven by a client obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem‑solving and high‑quality service to support families with excellence and care.
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About the Role 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.
Your Key Contributions
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.
What Makes You a Great Fit
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
Experience in sales or metrics‑based environment preferred
How You'll Benefit
Options for Health Savings Account or Flexible Spending Account
Dependent Care FSA
Basic Life Insurance
Voluntary Life & AD&D
Disability Insurance
Voluntary Accident Insurance
Voluntary Hospital Indemnity Insurance
Employee Assistance Program
Our Firm At Lisinski Law Firm , the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve.
Our Values At Lisinski Law Firm, we are driven by a client obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem‑solving and high‑quality service to support families with excellence and care.
#J-18808-Ljbffr