Virtual Intake Specialist

Lisinski Law Firm, LLC; Ontario; Remote; CAD 40,000 - 55,000; Full time

Job summary

A leading law firm is seeking a Virtual Intake Specialist to conduct virtual consultations and assist clients with immigration solutions. This role requires excellent bilingual communication skills and a strong attention to detail to ensure smooth onboarding and operational efficiency.

Qualifications

• Bilingual in Spanish and English (B2-C1 level).
• Ability to meet deadlines and manage time effectively.

Responsibilities

• Conduct initial virtual consultations to determine best services.
• Update client information in the case management system.
• Schedule sign-up appointments based on initial payments.

Skills

Bilingual Communication

Organizational Skills

Problem-Solving

Tools

Microsoft Office

Job description

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About The Lisinski Law Firm

Our mission is to change lives by offering immigration solutions, even in difficult cases. We aim to keep clients in the U.S. with their families, fighting for their rights and dignity through legal documentation.

About The Role

The Virtual Intake Specialist conducts initial virtual / video consultations to determine the best services for clients. This role involves gathering information, assessing needs, and ensuring a smooth onboarding process, providing excellent customer service and supporting operational efficiency.

What You'll Do

• Learn and research case types based on attorney guidelines.
• Assess client situations and initiate case types following attorney instructions and training.
• Update client information in the case management system, including follow-ups, notes, and payments.
• Review case pricing with clients and discuss payment options.
• Use approved scripts to convert leads into clients.
• Schedule and follow up with leads to clarify information and encourage engagement.
• Schedule sign-up appointments based on initial payments.
• Send contracts to clients before payments.
• Handle calls from dissatisfied clients or those requesting more information.

Qualifications

• Excellent bilingual (English and Spanish) communication skills.
• Ability to meet deadlines and manage time effectively.
• Strong organizational skills and attention to detail.
• Problem-solving skills.
• Proficiency with Microsoft Office or similar software.

Minimum Qualifications

• Bilingual in Spanish and English (B2-C1 level).