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
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.
📌 [100% Home Office] Family Petition Intake Specialist - Cali Valle Del Cauca - Termino Indefinido (Cali Metropolitan Area)
🏢 Celerity Fiber
📍 Cali Metropolitan Area
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