Job Description
Family Petition Intake Specialist (Form I-130)
Role: Intake Form I-130
Type: Full Time

Family Petition Intake Specialist (Form I-130)
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 qualificat

📌 [100% Home Office] Family Petition Intake Specialist (Cali)
🏢 Celerity Fiber
📍 Cali