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 ResponsibilitiesConduct 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 KnowledgeBasic 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 RelativesSpouse of a U.S. Citizen Parent of a U.S. Citizen Unmarried Child under 21 of a U.S. Citizen Family Preference CategoriesAdult Sons and Daughters Married Sons and Daughters Siblings of U.S. Citizens Family Members of Lawful Permanent Residents Performance ExpectationsAccurate 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)KPIMeasurement Method Consultations ScheduledNumber of consultations booked Signed RetainersNumber of retained clients Consultation-to-Retainer Conversion RatePercentage of consultations converted into retained clients Follow-Up ComplianceTimely follow-up on pending prospects CRM AccuracyComplete and accurate client documentation Daily ProductivityCalls, follow-ups, consultations scheduled, and retainers obtained Client Communication QualityResponse time and client engagement Success IndicatorsRetainer Goal Achievement. Conversion Performance. Follow-Up Consistency. Documentation Accuracy. Client Satisfaction. Contribution to Team Goals. Core CompetenciesFluent 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.