Intake Specialist

The-Lisinski-Law-Firm; Medford (MA); On-site; USD 40,000 - 42,000; Full time

Job summary

Lisinski Law Firm in Medford, MA is seeking an Intake Specialist to drive revenue within the Firm’s Business Development team. You will conduct consultations, assess immigration needs, and guide prospects toward the right case type with empathy and accuracy.

You will manage follow-ups, pricing discussions, and the intake-to-signature workflow, while keeping meticulous records in Litify/Salesforce and Amazon Connect.

Qualifications

• 1-3 years quota-carrying consultative sales experience in person, over the phone, or both.
• CRM proficiency for accurate data entry, activity logging, and pipeline tracking.
• High School diploma or equivalent.

Responsibilities

• Conduct 1-1 consultations to assess immigration needs and close engagements with empathy.
• Meet or exceed KPI targets including lead-to-client conversion and case value.
• Explain pricing and payment options with transparency and coordinate with management for exceptions.
• Learn and stay current on all case types offered by the firm.
• Follow up relentlessly with all open leads via phone, text, or email.
• Manage the full intake-to-signature workflow and schedule sign-up appointments.
• Maintain accurate CRM records (Litify/Salesforce) and telephony logs.

Skills

Consultative sales

CRM proficiency

Phone/Video consultations

Litify/Salesforce

Education

High School diploma

Tools

Amazon Connect

Job description

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 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.

Your Key Contributions

• 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 leads — by phone, text, or email — to answer questions, address concerns, and move prospects toward a decision.
• Walk clients through case pricing and available payment options with transparency and confidence. Obtain appropriate approval for manager specials or non-standard payment plans.
• Manage the full consultation-to-conversion workflow: conduct the consultation, confirm eligibility, review pricing, collect an initial down payment (when applicable), schedule the sign-up appointment, and send the client contract.
• Maintain accurate and timely records of all consultations, dispositions, and follow-up activities in the firm's CRM (Litify/Salesforce) and telephony platform (Amazon Connect).
• Participate in weekly legal training with firm attorneys and all sales training and development programs. Continuously build knowledge of immigration case types, the sales framework, and consultative selling skills.
• In every interaction, embody the firm's commitment to dignity, access, and empowerment.

What Makes You a Great Fit

• High School diploma or equivalent experience
• 1-3 years of demonstrated, quota-carrying consultative sales experience—in person, over the phone, or both
• Prior experience in legal intake, immigration services, financial services, insurance, or other consultative professional service sales strongly preferred
• Experience in metrics-driven, individual performance accountability environment
• CRM proficiency, including accurate data entry, activity logging, and pipeline tracking (Litify/Salesforce preferred)
• Phone and video consultation platform proficiency (Amazon Connect preferred).

Work Schedule

• Monday through Friday, 8:00am-5:00pm Local Time

Compensation

*Only for pay transparency states (delete if not)

The expected salary for this role is $28.90-$30.55, though the final offer will reflect several factors such as your experience, skills, and the role's location and may be outside of this range. Candidates should expect offers that reflect their individual qualifications, experience, and location. The salary provided is directional, and actual compensation may vary.

How You'll Benefit

Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs ofour employees and their families. We recognize the importance of health and well-beingand are committed to fostering an environment where every team member can feel and perform attheir bes t.

• 401k Match
• 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.