What are the responsibilities and job description for the Intake Specialist - San Diego position at Lisinski Law Firm?
About The Lisinski Law Firm
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 performs the initial consultation with our clients to determine which of our services best fits their specific situation. This role involves gathering information, assessing client needs and ensuring a smooth entry into the firm. The Intake Specialist plays a crucial role in driving revenue by delivering the highest quality service to our clients.
Your Key Contributions
Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our employees and their families. We recognize the importance of health and well-being and are committed to fostering an environment where every team member can feel and perform at their best.
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.
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 performs the initial consultation with our clients to determine which of our services best fits their specific situation. This role involves gathering information, assessing client needs and ensuring a smooth entry into the firm. The Intake Specialist plays a crucial role in driving revenue by delivering the highest quality service to our clients.
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.
- 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.
- 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.
- Monday through Friday,8:30am-5:30pm PST
Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our employees and their families. We recognize the importance of health and well-being and are committed to fostering an environment where every team member can feel and perform at their best.
- 401k Match
- Medical, Dental, & Vision Insurance
- 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
- Calm App Subscription
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.