Capture More Immigration Clients with Professional Intake

Immigration firms face high call volumes but need personal attention for each case. Our virtual intake specialists handle every inquiry efficiently, building trust and ensuring no lead is lost.

What Does an Immigration Law Legal Intaker Do?

An Immigration Law intake specialist ensures accurate client onboarding, organized cases, and supports attorneys with efficient intake and clear communication.

Our Immigration Intake Specialists assist with:

Client Intake &
Background Gathering
  • Conducting detailed client intake interviews to gather essential background information and immigration history
Case Assessment &
Eligibility Review
  • Assessing potential case eligibility and identifying the appropriate immigration pathways based on client responses
Document Collection & Organization
  • Collecting and organizing supporting documents, such as passports, visas, and identification records
Data Entry & Confidential Record Management
  • Inputting client data into case management systems with precision n and confidentiality
Follow-Ups & Documentation Tracking
  • Coordinating follow-ups to ensure clients complete necessary forms and submit missing documentation
Scheduling & Calendar Management
  • Scheduling consultations and maintaining attorney calendars, ensuring efficient client flow and case preparation

Why Hire an Immigration Law Intake Specialist

Our virtual intake specialists ensure every immigration case starts smoothly, clients are supported with care, and your firm operates efficiently and reliably.

Streamlined Client Intake & Qualification

Faster Response Times, Happier Clients

Organized Documentation & Filing Support

Cost-Effective Support Without Sacrificing Quality

Immigration Intake Support Services

Our legal intake specialists act as an extension of your immigration law team, managing the client intake process from start to finish with professionalism and precision.

  • Service

  • Initial Consultations & Lead Screening
  • Form Preparation Assistance
  • Document Management
  • Follow-Ups & Scheduling
  • CRM Integration
  • What It Covers

  • Capture client details, eligibility, and immigration goals before attorney review.
  • Gather information for USCIS petitions, adjustment of status, and naturalization applications.
  • Organize identification, affidavits, and evidence for efficient attorney processing.
  • Coordinate client meetings, reminders, and updates to keep cases on track.
  • Sync intake data seamlessly with tools like Clio, Lawmatics, 
or Filevine.

Initial Consultations & Lead Screening

Form Preparation Assistance

Document Management

Follow-Ups & Scheduling

CRM Integration

How It Works

Step 1
Share Your Firm’s Needs

Tell us about your practice, case types, and intake process so we can customize support for your immigration clients.

Schedule
Step 2
Match with a Legal Intake Specialist

We connect you with a trained professional experienced in immigration law and client care.

Talent Pool
Step 3
Start Seamless Intake Support

Your specialist manages inquiries, qualifies leads, and prepares ready-to-file intakes—freeing your attorneys to focus on cases.

Start Working

Frequently Asked Questions

What does an Immigration Law Intake Specialist do?

How can we improve your process?

Are virtual intake specialists trained in immigration law?

Are our legal intake specialists more affordable than hiring staff?

How do I get started?