Details
Skills
Immigration Law; Client Service; Customer Service; Sales; Client Intakes; Leadership; Contracts; Quality Assurance (QA); Client Communication; People Management; Time Management; Intake Coordination; Quality Control (QC); Law Firms; Negotiation
About
Managed initial client contact by conducting bilingual (English/Spanish) pre-intake calls to gather essential case information.
Screened prospective clients to assess potential eligibility for legal services, following established firm criteria.
Entered client data accurately into the CRM, ensuring completeness and compliance with confidentiality policies.
Provided clear explanations of next steps in the intake process, setting proper expectations for clients.
Coordinated with intake specialists to ensure smooth handoff of qualified leads for attorney review.
Delivered a client-focused experience, balancing empathy with efficiency to maintain high conversion rates.
Mision or tasks:
• Conducted call audits for the Intake team
• Performed DNQ (Does Not Qualify) reviews.
• Collaborated closely with the training team.
• Coordinated and facilitated the Calibration process.
• Participated in the creation of the QA department.
• Provided feedback on sales skills to licensees.
Missions or Tasks:
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Legal Intake & Client Conversion
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Bilingual Communication
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Customer Service in Immigration Law
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Salesforce & Five9 Proficiency
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Contract Closing & Negotiation
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Time Management & Multitasking
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Team Collaboration & Leadership
Profile Photo
