Intake Specialist, Immigration Manager

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

📋 Description

• Oversee the progression of immigration cases from intake to resolution.

• Act as the main point of contact for designated clients.

• Organize cases efficiently and monitor deadlines diligently.

• Gather necessary documents and facilitate the firm's workflow without undue delays.

• Deliver case management and client support while refraining from offering legal advice, formulating legal strategies, or drafting substantive legal documents.

• Manage potential clients from the first interaction through scheduling consultations, follow-ups, retention, and transitioning to the legal team.

• Establish a professional, organized, responsive, and compassionate representation of the firm.

• Interact with potential clients via telephone, text, email, and video calls.

• Collect comprehensive immigration and personal history information.

• Keep precise records and ensure regular follow-ups.

• Prevent the loss of viable leads due to ineffective communication or insufficient follow-through.

• Identify situations where attorney involvement is necessary.

• Adhere to scripts, standard operating procedures, intake forms, and workflows.

• Participate in daily morning team meetings.

⛳️ Requirements

• At least 2 years of direct experience in a U.S. immigration law firm (Case Manager).

• Practical experience managing immigration cases from onboarding to completion.

• Familiarity with common U.S. immigration case stages, terminology, deadlines, and government notifications.

• Minimum of 2 years of experience in legal intake, U.S. immigration law, or a similar high-volume professional client intake setting (Intake Specialist).

• Significant experience with telephone-based client intake.

• Proficient spoken and written English skills.

• Strong active listening abilities.

• Capacity to collect detailed information while maintaining control of the discussion.

• Exceptional client service capabilities.

• Strong follow-up diligence.

• Experience with CRM or case management systems (Docket-Wise, Clio, MyCase, or similar).

• Excellent documentation and note-taking abilities.

• Competence in managing 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 discern when a question necessitates attorney involvement.

• Skill in following scripts, SOPs, intake forms, and workflows without sounding mechanical.

• Capability 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 verbal communication skills and comfort with client-facing interactions.

• Empathetic listening abilities and cultural sensitivity.

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

• Self-motivated mindset with the ability to work independently.

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

• Monday to Friday, 9am to 5pm EST with a 45-minute break (night shift).

• Remote work capability.

🏝️ Benefits

• Opportunity for professional growth within the firm.

• Flexible remote work arrangements.

• Supportive team environment.

• Competitive salary and benefits package.