By profession · Immigration intake
Immigration intake software: AI intake that screens immigration cases and books the consult
Immigration firms run one of the highest-volume intakes in law. The phone rings with family petitions, green cards, work visas, naturalization, asylum, and removal defense, often in a caller's second language and often on a deadline that is already running. Consultations is immigration intake software that answers every inquiry the moment it lands, day or night. The AI runs the intake conversation, identifies what kind of matter it is, and screens it against the case types your firm actually takes.
It captures the facts that decide whether a matter is worth a consult: the person's current immigration status, how they entered, any prior filings or denials, whether there is a hearing date or filing deadline in play, and whether they already have counsel. It collects the documents an immigration case turns on, the passport, the I-94, prior USCIS notices, and hands the attorney a prepped brief before the consult. The agent handles intake, screening, and scheduling only. It never gives immigration legal advice and never tells anyone whether they qualify for a visa or relief. Your attorneys decide that.
One AI conversation · qualifies and books · you get a prepped brief
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The AI runs the discovery consultation, qualifies the lead, collects details and documents, and books the paid appointment, then hands you a prepped brief.
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Scored against this firm's intake criteria, with the reasons on the brief.
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Every lead qualified, briefed, and booked · intake and scheduling, not advice · you own your data
In short
Last updated July 2026
Immigration intake software captures a new immigration inquiry, identifies the case type (family, employment, humanitarian, naturalization, or removal defense), screens it against the firm's criteria, flags any filing deadline or hearing date, asks about current status, prior filings, and existing counsel, collects the passport, I-94, and prior USCIS notices, and books the consultation. Immigration intake is high-volume and deadline-driven, so the value is answering every inquiry instantly and surfacing the deadline before it is missed. Consultations runs that conversation itself and hands the attorney a prepped brief. It never advises on eligibility; the attorney does.
Works with your calendar
Intake only · never advice
Why it works
What your practice gets with immigration intake software
Answer every inquiry
Every immigration lead is answered in seconds at any hour, so the firm stops losing cases to whoever calls back first.
Catch the deadline
The AI asks about hearing dates and filing deadlines and surfaces them in the brief, so a running clock is seen before the consult.
Intake, not advice
It identifies the matter, gathers facts, and books. It never tells anyone whether they qualify for a visa or relief. Attorneys decide.
What it handles
Run the intake, qualify the lead, book the appointment
Consultations runs the discovery conversation, asks the right questions, collects the details and documents you need, qualifies the lead, books the paid appointment, and hands you a prepped brief, all in one place.
- Answer every immigration inquiry in seconds, 24/7
- Identify the case type and screen it against what the firm takes
- Flag filing deadlines and removal hearing dates up front
- Collect the passport, I-94, and prior USCIS notices
- Book the consultation with a prepped brief for the attorney
Verdict
QualifiedDetails collected, lead qualified, and the paid appointment is on your calendar.
Why Consultations
Intake run, lead qualified, appointment booked
Not a calendar link, not a static form, not a separate qualification step. One AI conversation replaces the calendar link plus form plus qualification plus brief, and hands you a prepped client ready for the meeting.
Runs the consultation
The AI runs the discovery conversation, asks the right follow-ups, and collects the details and documents you need before the call.
Qualifies and books
It scores fit against your criteria, qualifies the lead, and books the paid appointment straight onto your calendar.
Intake, not advice
Intake, qualification, scheduling and admin only. Your licensed professionals give the advice. Client data is consented, private, owned and exportable.
Why immigration intake is different
Immigration is a volume practice with a deadline problem. A single firm can field family petitions, employment visas, adjustment of status, naturalization, asylum, and removal defense in the same afternoon, and each of those is a different intake with different facts that matter. On top of that, many immigration matters carry a hard deadline the caller does not realize is running, a master calendar hearing, a one-year asylum filing window, a response deadline on a USCIS notice.
That combination, high volume plus hard deadlines, is exactly where a slow or generic intake costs a firm cases. Consultations answers every inquiry instantly, figures out which kind of matter it is, and asks the deadline questions on the first contact, so a hearing date three weeks out is in the brief instead of discovered too late. It runs the same disciplined intake at 2am as it does at 2pm.
What immigration intake has to capture
An immigration intake is a fact pattern, not a form. The intake has to establish the person's current status and how they entered, the relief or benefit they are asking about, any prior filings, denials, or removal history, whether a deadline or hearing date is pending, and whether they already have a lawyer. Those facts decide whether the matter fits the firm and how urgent it is.
Consultations asks these as a conversation, so it can follow the thread. If a caller mentions they received a notice from immigration court, it asks for the date and the type. If they say a prior petition was denied, it flags it. What the attorney receives is a one-page brief that already answers the questions they would spend the first fifteen minutes of a consult asking, with the documents attached.
The guardrail: intake, never legal advice
Immigration is an area where a wrong word can do real harm, because callers are often frightened and desperate for someone to tell them they qualify. Consultations never does. It does not tell a caller they are eligible for a visa, a green card, asylum, or any form of relief, it does not predict an outcome, and it does not give immigration legal advice. It identifies the matter, gathers facts, collects documents, and books the consult.
The attorney makes every legal judgment, including eligibility and strategy. The conflict-relevant questions the firm defines are asked during intake and surfaced in the brief, but the determination is the firm's. Every detail the caller shares is consented, private, and owned by your firm, which matters when the information is as sensitive as immigration history.
Honest comparison
What an immigration intake needs to capture, and why
An immigration intake that misses one of these usually costs the firm either a case it should have taken or a deadline it should have caught. Consultations asks all of them in one conversation and puts the answers in the brief.
| What the intake captures | Why it matters | When it is asked |
|---|---|---|
| Current status and manner of entry | Shapes which forms of relief are even on the table | First, in the opening exchange |
| Type of matter requested | Family, employment, humanitarian, naturalization, or removal defense routes differently | First, in the opening exchange |
| Filing deadline or hearing date | Many matters carry a hard clock the caller does not know is running | Early, always flagged |
| Prior filings, denials, or removal history | A prior denial or removal order changes the whole strategy | During the fact-gathering |
| Existing representation | A person already represented usually cannot be signed | Before booking, always |
| Core documents | Passport, I-94, and prior USCIS notices give the attorney the record before the consult | Collected before the consult |
Consultations gathers these facts for screening and preparation only. It never tells a caller whether they qualify for a visa or relief, never predicts an outcome, and never gives legal advice. The attorney does that.
People also ask
Immigration intake: the questions buyers actually search
What is immigration intake software?
Immigration intake software is the system an immigration firm uses to turn an inquiry into a booked consult. It answers the lead fast, identifies the case type, screens it against the firm's criteria, flags any filing deadline or hearing date, asks about status, prior filings, and existing counsel, collects the passport, I-94, and USCIS notices, and books the consultation. Consultations does this as a conversation rather than a form, and never advises on eligibility.
Can immigration intake software handle different case types?
Yes. A good intake identifies whether the inquiry is a family petition, an employment visa, a humanitarian matter like asylum, a naturalization case, or removal defense, because each routes and screens differently. Consultations asks the questions that separate them on the first contact and screens the matter against the case types your firm actually takes, so mismatched inquiries do not reach the attorney's calendar.
Does it catch immigration deadlines during intake?
It flags them. Consultations asks about hearing dates and filing deadlines during the intake and surfaces them in the brief, so a master calendar hearing or a response deadline on a USCIS notice is seen before the consult, not after. It flags the timing; it does not give a legal opinion on the deadline, which the attorney confirms.
Can intake software tell a caller if they qualify for a green card or asylum?
No, and it should not. Consultations gathers the facts and books the consult, but it never tells a caller they are eligible for a visa, a green card, or asylum, never predicts an outcome, and never gives immigration legal advice. Eligibility is a legal judgment that belongs to the attorney after a full review.
Does the software work for callers who speak limited English?
Immigration intake often starts in a second language, and a conversational intake that adapts to how the caller answers gathers cleaner facts than a rigid English-only form. Consultations runs the intake as a natural conversation and captures the case facts and documents the attorney needs, while leaving every legal judgment to the firm.
Good questions
Questions about immigration intake software
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Let the AI run the discovery conversation, qualify the lead, collect the details and documents, book the paid appointment, and hand you a prepped brief. Intake only, never advice, and your client data stays yours.
One AI conversation · qualifies and books · prepped brief in hand · intake only, never advice