Intake Specialist

The Intake Specialist performs the initial consultation with our clients to determine which of our services best fits their specific situation. This role involves creating a connection and gathering information to best assess client needs and ensure 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. When not engaged in client consultations, the Intake Specialist proactively conducts outbound calls to schedule future appointments to maintain a consistent pipeline of qualified leads.

• 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, do...