Immigration Intake Form
A first consultation that starts with "so, what's your status and how did you enter the country" burns 20 minutes just getting to the actual conversation, and someone already anxious about their situation shouldn't have to repeat their story to an intake coordinator and then again to the attorney before anyone gives them an answer. Collect the case details before the first meeting, so the meeting is about the case.
Right now, a prospective client's situation, current status, timeline, family members involved, prior applications or denials, gets pieced together verbally during the first call, and by the time the attorney's actually reviewing the case, a chunk of the consultation is already gone.
Typeform's immigration intake form collects contact details, current status, the type of help needed, country of origin and destination, relevant dates, family members involved, and prior applications or denials, before the first conversation happens. Conditional logic adapts the questions to the specific case type, a work visa inquiry needs different information than a family sponsorship case or an asylum case, and a file upload lets a prospective client attach a passport, a prior notice, or an existing application in the same submission.
Every inquiry lands in one record instead of scattered notes from an intake call, and can route to the right attorney or specialist within the firm based on case type before the consultation's even scheduled. This information is sensitive, so restrict access to whoever's actually handling the case, store it in a system that meets your confidentiality obligations, and be clear with prospective clients about how their information will be used. And if non-attorney staff are the ones collecting it, keep the form to fact collection, names, dates, documents, not legal analysis, since advising someone which form to file or what their options are is practicing immigration law, something only an attorney, a BIA-accredited representative, or someone else authorized under federal regulation can do.
An immigration intake form is a structured form for collecting a prospective client's immigration situation, contact information, current status, the type of help needed, relevant dates, family members, and prior applications, before their first consultation with a firm.
Because gathering basic details verbally turns the first meeting into an intake interview instead of a strategy conversation, and it means a client repeats sensitive, sometimes difficult, background information to more than one person before getting any actual guidance. Collecting it beforehand lets the consultation focus on the case itself.
Cover what the firm needs to prepare for and route the case correctly:
- Name and contact details
- Current immigration status and country of origin and destination
- The type of help needed
- Relevant dates
- Family members involved in the case
- Prior applications, denials, or removal proceedings
- Supporting documents, passport, notices, prior filings, through a file upload
Restrict access to the people actually handling the case, store submissions in a system that meets your confidentiality obligations, and be transparent with prospective clients about how their information is used and who can see it. Immigration cases often involve information that carries real risk if it's mishandled or seen by the wrong person.
Only licensed attorneys, certain supervised law students, and accredited representatives of recognized nonprofit organizations are authorized to give immigration legal advice under federal regulation. An intake form, and whoever's behind it, should stick to collecting facts, not advising someone which form to file, how to answer a specific question, or what their legal options are. That line matters: non-attorneys who cross it, even with good intentions, are engaging in unauthorized practice of law, sometimes called notario fraud, which has led to real financial loss and immigration consequences for the people relying on that advice.
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