This is a great opportunity to join a well-established firm with over two decades of experience in U.S. immigration law. The organization is recognized for its strong track record in successfully guiding clients through complex legal processes with a high level of success. You will be part of a diverse, multicultural team that values respect, collaboration, and empathy.
Company Profile:
Our client is a top immigration & federal practice firm based in the US. They provide legal services supporting individuals, families, and businesses with matters such as visas, green cards, citizenship applications, and divorce proceedings. Our client is dedicated to helping families and businesses navigate the complexities of U.S. immigration law.
Duties and Responsibilities:
- Respond quickly to new leads by phone, email, text, and CRM; control the conversation professionally and empathetically.
- Conduct preliminary intake, obtain essential facts, recognize urgency, and identify when immediate escalation is required—without giving legal advice.
- Handle distressed or difficult callers, including detention/removal and other urgent immigration situations, with calm authority.
- Explain the consultation process and confidently convert qualified leads to paid consultations; address routine objections without becoming pushy or giving legal advice.
- Schedule consultations, send confirmations/questionnaires, collect consultation payments, and reduce no-shows through disciplined follow-up.
- Own the lead pipeline: every lead must have a status, complete notes, next action, responsible person, and followup date.
- Persistently follow up with undecided, unresponsive, missedconsult, and not-yet-retained prospects according to firm SOPs.
- After attorney approval/retention, coordinate legalfee/payment instructions, engagement agreement/retainer steps, signatures, client information, and onboarding requirements.
- Ensure the retained client is completely onboarded and handed off with accurate notes, documents, payment/engagement status, and next steps.
- Maintain accurate Docketwise/CRM records and communicate clearly with attorneys and operations.
Requirements
- Minimum 2 years of direct intake/client-conversion experience in a U.S. immigration law firm.
- Must have personally handled live immigration leads—not only document processing, form preparation, or appointment setting.
- Working knowledge of family-based immigration and familiarity with humanitarian/removal matters and common immigration terminology.
- Strong live-phone presence: warm, concise, confident, and able to redirect long or emotional callers.
- Demonstrated experience converting leads to consultations and following prospects through retention/onboarding.
- Strong CRM/pipeline ownership and follow-up discipline.
- Excellent spoken and written English.
- Able to work independently without being taught basic intake workflow.
- Docketwise strongly preferred; comparable legal CRM/casemanagement experience acceptable.
- RingCentral and GoHighLevel/HubSpot or similar CRM experience are strong advantages.
Please DO NOT submit candidates whose experience is primarily:
- Appointment setting or scripted call-center/customer service.
- Immigration document processing/form preparation without intake ownership.
- General virtual-assistant work with little U.S. immigration intake experience.
- Candidates who need the firm to teach them how to run intake, follow a lead pipeline, or onboard a retained client.
- Candidates who cannot comfortably handle urgent or emotionally charged immigration calls
Job type: Permanent
Emp type: Full-time
Schedule: Monday - Friday, 9:00 AM to 5:00 PM EST (includes 45-minute lunch break)
Location: Work-from-home
Industry: Legal Services
Expertise: Immigration Intake Specialist
— Sarah J.
·
Marketing Manager
★★★★★
Verified
