Intake to Filled Form

Custom Intake Questionnaire

Set the exact questions your firm asks at intake, by case type, and let US Immigration AI run them across chat, web, SMS, and email while your attorneys review every flagged answer.

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Capabilities

What a Custom Questionnaire Gets You

A generic intake form asks the same handful of questions no matter what a client is filing for. A custom questionnaire built for immigration work asks the right questions for each case type, in the order your firm wants, and turns every answer into something your team can actually use.

  • Build Your Own Question Flow
  • Case-Type Branching
  • Structured, Consistent Answers
  • Eligibility Flags for Attorney Review
  • Fee-Range Qualification
  • Available Across Every Channel
  • Linked Family Member Records
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How It Works

From First Answer to Attorney Review, in One Pass

A prospect works through your questions in one continuous conversation. The moment a response points toward a case type, family, employment, humanitarian, the rest of that path's questions take over mid-conversation, with everything already said carried forward.

A branch in practice:

AIt:

Thanks, Maria. What immigration goal brings you here today?

Maria:

I'm hoping to sponsor my mother to come live with me.

AI:

Got it, that puts us on a family-based path. Are you a U.S. citizen or a green card holder?

Once the conversation ends, your staff can review the answers, flag anything that needs
a second look, or hide sections that don't apply, before the record is finalized in the
client's profile. From there, it moves into your attorney's queue as one organized
summary. Nothing about case type or eligibility is treated as settled until a
licensed attorney has reviewed it.
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Questionnaires in Practice

What This Looks Like in Real Cases

The same questionnaire engine asks different questions depending on what a prospect is filing for. Here is how it plays out across three case types firms build questionnaires for most.

Family-Based Petition

A prospect mentions a spouse or parent early on, and the questionnaire branches into relationship history, sponsor details, and prior filings. The intake record hands your attorney a structured family-case summary instead of a raw conversation.

Employment Visa

When a prospect names an employer or job offer, the questions shift toward employer details, role, and timeline. Your firm's fee rules for employment cases apply automatically, so the prospect sees a relevant range early.

Humanitarian Matter

Sensitive humanitarian questions follow your firm's own wording and order, not a generic script. Flagged answers route to attorney review the same way as any other case type, under the same confidentiality controls.

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Before and After

Manual Questionnaires vs. Custom AI Questionnaires

Firms that build intake questionnaires by hand usually rebuild them in a document or spreadsheet and walk prospects through them one at a time. Here is what changes when the same questionnaire runs on US Immigration AI instead.

  • Staff walk each prospect through the same questions by phone or email

  • One generic form regardless of case type

  • Answers sit in notes or a shared document

  • Fee ranges get calculated by hand after the call

Manual Questionnaires

Custom AI Questionnaires

  • The questionnaire runs itself across chat, web, SMS, and email

  • Questions branch by case type using your firm's own rules

  • Answers land in one structured, attorney-ready record

  • Fee ranges are matched automatically from your pricing rules

Set It Once
Ready to Build Your Firm's Questionnaire?
Set your questions once and let US Immigration AI run them everywhere your prospects show up.
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Frequently Asked Questions (FAQ)

Can we write our own questions, and change them later?

Does the questionnaire calculate pricing for prospects?

Does the AI decide who is eligible for a case?

Can staff review or adjust an answer before it becomes part of the client record?

Can the questions change based on what the client says?

Is a licensed attorney still required to confirm eligibility?

What channels can clients answer on?

Every Case Starts Here
Build the Questionnaire Your Firm Actually Needs
Stop running intake off a static form that treats every case the same, and let US Immigration AI carry your questions across every channel your prospects use.
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