The specialist conducts initial intake calls to identify eligibility for family-based immigration petitions and guides prospects toward legal representation. They are responsible for gathering documentation, maintaining CRM records, and meeting conversion goals for consultations and retainers.
Job Description Family Petition Intake Specialist (Form I-130) Role: Intake Form I-130 Type: Full Time
Family Petition Intake Specialist (Form I-130) Role Overview The Family Petition Intake Specialist is responsible for assisting prospective clients seeking immigration benefits through family-based petitions. This role focuses on gathering accurate information, identifying potential eligibility for Form I-130 petitions, educating clients on the process, and guiding qualified prospects toward legal consultation and representation. The position serves as a critical bridge between client acquisition and legal services, ensuring a positive client experience while supporting the firm's growth objectives.
Key Responsibilities
Conduct initial intake and discovery calls with prospective clients.
Gather and verify family relationship information.
Identify potential eligibility for family-based immigration petitions.
Explain the general immigration process and required documentation.
Follow up with prospective clients regarding consultations and retainers.
Assist in collecting supporting documentation.
Maintain accurate CRM records and case notes.
Coordinate with attorneys, paralegals, and support departments.
Ensure timely communication and follow-up with clients.
Support individual and team conversion goals.
Required Knowledge
Basic understanding of Form I-130 (Petition for Alien Relative).
Understanding of qualifying family relationships.
Knowledge of immigration documentation requirements.
Familiarity with CRM systems and client management.
Strong customer service and communication skills.
Common Cases Handled Immediate Relatives
Spouse of a U.S. Citizen
Parent of a U.S. Citizen
Unmarried Child under 21 of a U.S. Citizen
Family Preference Categories
Adult Sons and Daughters
Married Sons and Daughters
Siblings of U.S. Citizens
Family Members of Lawful Permanent Residents
Performance Expectations
Accurate client qualification.
Timely follow-up with prospects.
Professional client communication.
CRM compliance and documentation.
Achievement of consultation and retainer goals.
Strong client experience throughout the intake process.
Key Performance Indicators (KPIs)
KPI
Measurement Method
Consultations Scheduled
Number of consultations booked
Signed Retainers
Number of retained clients
Consultation-to-Retainer Conversion Rate
Percentage of consultations converted into retained clients
Follow-Up Compliance
Timely follow-up on pending prospects
CRM Accuracy
Complete and accurate client documentation
Daily Productivity
Calls, follow-ups, consultations scheduled, and retainers obtained
Client Communication Quality
Response time and client engagement
Success Indicators
Retainer Goal Achievement.
Conversion Performance.
Follow-Up Consistency.
Documentation Accuracy.
Client Satisfaction.
Contribution to Team Goals.
Core Competencies
Fluent English (C1)
Communication Skills.
Active Listening.
Attention to Detail.
Organization.
Empathy.
Problem Solving.
Client Relationship Management.
Accountability.
Teamwork.
Mission of the Role To provide exceptional service to prospective clients while identifying family-based immigration opportunities, ensuring accurate information gathering, and helping families navigate the immigration process with confidence and professionalism.
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
![Celerity Fiber LLC is hiring for remote [100% Home Office] Family Petition Intake Specialist - Cali Valle Del Cauca - Termino Indefinido](/assets/f9158d63-41f3-4430-8006-11378f343e6a.jpg){kind=small}
— Sarah J.
·
Marketing Manager
★★★★★
Verified
