Intake Automation collects client info, organizes documents, and generates an AI summary before you ever get on the phone. Designed specifically for high-volume immigration practices.
Instead of generic CRMs, Intake Automation focuses on the two things that create the most friction in immigration cases: getting accurate information and getting complete documents.
Clients complete a guided intake that uses your questions and your case types—no PDF forms, no copy-pasting from long emails.
Passport, I-94, visas, marriage evidence, financials, police records—clients upload everything to the right “bucket”, so your team doesn’t have to hunt through attachments.
Intake data is turned into a short summary with key facts, risk flags, and suggested next steps. You stay in control, AI just gets you to the starting point faster.
We don’t replace your existing systems—we clean up the messy middle between “I think I want to hire you” and “this file is ready to prepare.”
You send your branded intake link from your website, a text message, or your consultation reminder. Clients choose their language and complete a guided questionnaire in one sitting.
For each case type, you define which documents you want to see. Clients upload from their phone or computer; everything is organized by category so your team sees what’s there and what’s missing at a glance.
Before your consult, you open a dashboard with key facts, a short AI summary written for attorneys, and a list of missing items—so you can spend time advising instead of extracting information.
Start with a single practice area or roll Intake Automation out across your whole firm. All plans include secure hosting and ongoing support.
For the first wave of firms, I’m doing live 1:1 demos where we walk through your actual intake process and show you how Intake Automation would plug in—no commitment.