Save 10–20 hours per week with an automated client intake and document workflow.
We build a simple, tailored system that handles intake, document requests, and case tracking for your immigration practice — so you and your staff can focus on legal work, not chasing paperwork.
Entered on B2, married to U.S. citizen, overstay of ~4 months, no criminal history. Recommended path: marriage-based adjustment of status with careful overstay analysis.
What we automate for your firm
Purpose-built for immigration practices — from first contact through document collection and internal review.
Smart online intake
Clients complete a clean, guided intake form. The system generates a concise case summary with risk flags (overstay, prior removal, criminal history) for your quick review.
- Immigration-specific intake questions
- Automatic case summaries for attorneys
- All leads captured in one dashboard
Document requests & uploads
After intake, clients receive a customized document checklist and secure upload link. Files land in organized folders tied to each case.
- Case-specific document lists
- Secure upload page branded to your firm
- Files routed into structured folders
Simple pipeline tracking
See every matter at a glance: intake status, documents in, what’s missing, and what needs your attention today.
- New lead → Ready for filing, in one view
- Clear “next action” for each case
- Fewer matters stalling due to missing documents
How it works
A lightweight system that plugs into your existing tools. No new logins for your clients — no complicated software for your staff.
We map your current process
In a 30-minute call, we walk through how your team currently handles intake, document requests, and follow-up. We keep your process — we just automate the repetitive parts.
We build your custom workflow
We configure your intake form, document checklists, AI summaries, and pipeline dashboard around your case types and preferences. You can see and test everything in a live demo.
You start using it with real clients
Once you’re happy, we switch it on for live matters. New clients go through the automated path, your staff sees clean summaries and organized folders, and we handle maintenance in the background.
Simple pricing for busy firms
Flat setup fee to build your workflow, plus a light monthly subscription for hosting and support.
- Online intake form
- AI-style case summaries
- Leads captured in one dashboard
- Everything in Starter
- Document checklists & uploads
- Organized case folders
- Case pipeline dashboard
- Everything in Professional
- Deeper customization & integrations
- Multiple locations / teams
- Priority support & enhancements
Book a 10-minute live demo
See your future intake and document workflow end-to-end. No obligation, no pressure — just a quick walkthrough of how automation could work inside your firm.
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