Ellis Porter - The Immigration Attorneys

Attorney

• Use workflows to manage the full intake process, including things like check-ins, case status updates, and required follow-ups with a high volume of clients each day
• Monitor and respond to multiple shared inboxes, ensuring timely handling and routing of inquiries from prospective and existing clients
• Conduct outbound calls with prospective clients to complete consultations and intake steps, answer questions, and move cases forward with same-day or next business-day follow-up
• Record and regularly update all client information and feedback in HubSpot
• Support multiple attorney teams by coordinating leads, managing calendars, tracking case assignments, and handling post-appointment follow-ups
• Review client credentials (resumes, Google Scholar citations, highest degrees, etc.) to support case evaluation and eligibility decisions, ensuring attorneys have complete, well-organized information for consideration
• Perform additional duties as assigned by management

Legal Client Intake Specialist – Immigration