Immigration Intake Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Promptly address new inquiries received via phone calls, website forms, emails, texts, referrals, social media, and various other lead sources.

• Initiate outbound calls and engage with new leads within the defined response-time standards.

• Conduct comprehensive immigration intake interviews to collect detailed personal, family, immigration, criminal, employment, and procedural histories.

• Determine the general nature of immigration issues without offering legal advice.

• Document filings, entries and exits, government encounters, court matters, deadlines, and other pertinent information.

• Acquire initial documents and create accurate intake summaries for attorney review.

• Schedule consultations, collect consultation fees, send instructions and reminders, and work to minimize no-shows.

• Follow up with unscheduled, missed, undecided, and older leads; document all attempts and manage the pipeline effectively.

• Enter and maintain prospective client information, statuses, notes, documents, tasks, reminders, and referral sources in Docketwise and/or the CRM.

• Prepare for consultations by verifying intake information, questionnaires, payments, documents, dates, deadlines, and any missing information.

• Record consultation outcomes, address administrative queries, and escalate substantive legal questions to attorneys.

• Confirm engagement agreements and initial payments, send Professional Service Agreements, update retained status, initiate onboarding, and transfer clients to the Case Manager and legal team.

• Manage referral information and connect with successful clients for reviews and testimonials.

• Safeguard confidential information, adhere to SOPs and scripts, and provide professional, empathetic client service without guaranteeing outcomes or providing legal advice.

⛳️ Requirements

• A minimum of 2 years of experience in legal intake, U.S. immigration law, or a similar high-volume professional client-intake environment.

• Significant experience in handling telephone-based client intake.

• Exceptional spoken and written English skills.

• Strong active listening abilities.

• Capability to gather detailed information while maintaining control of conversations.

• Excellent client service skills.

• Strong discipline in follow-up procedures.

• Experience with CRM or case management systems (Docketwise, Clio, MyCase, or similar).

• Proficient documentation and note-taking abilities.

• Capacity to manage a high volume of incoming leads or customer service experience.

• Strong organizational and time-management skills.

• Comfort in discussing professional fees and consultation requirements.

• Ability to recognize when questions necessitate attorney involvement.

• Capability to follow scripts, SOPs, intake questionnaires, and workflows while maintaining a natural tone.

• Ability to work independently and consistently during U.S. Eastern Time business hours.

• Reliable high-speed internet and a professional remote work environment.

• Dependable computer equipment and a suitable remote workspace.

• Strong phone communication skills and comfort in client-facing interactions.

• Empathetic listening abilities and cultural sensitivity.

• Skill in working with clients from diverse backgrounds and accurately spelling names.

• Self-starter mentality with the ability to work independently.

• Availability for daily morning team meetings (10–15 minutes).

• Bilingual ability is a plus, though not required.

🏝️ Benefits

• Comprehensive health benefits.

• Opportunities for professional development and growth.

• Flexible working hours with remote work options.

• Collaborative and supportive team environment.