24/7 Legal Client Intake Agent
Behind every channel is one agent that does more than answer. It captures, organizes, schedules, and routes the moment an inquiry lands. Here's everything it handles on its own.
AI Intake handles first contact with new leads around the clock. It gathers intake details, captures screening answers, shares firm-configured general information, and flags likely service categories for your team to review, so no promising lead slips away.
Provides general, non-legal information based on firm-configured responses.
Asks new leads firm-configured screening questions and records their answers, helping your team focus on leads that match the firm's criteria instead of screening every inquiry manually.
Collects intake information and flags potential service categories for attorney or staff review.
Clients receive secure credentials to monitor their profile and upload documents safely.
- Create new client profiles via Add Client
- Assign the correct Profile Type (Individual Petitioner, Company Petitioner, Beneficiary)
- Use Add Case to link clients to cases
- Assign roles such as Preparer, Petitioner, or Beneficiary
- Track engagement status in real time
Once a lead becomes a client, the platform turns that engagement into a signed agreement without manual drafting. It generates the retainer, lets the attorney review it, presents firm-defined fees for confirmation, and tracks signatures as they come in.
Generate engagement letters and agreements instantly using AI, with lawyers able to review each one before it is sent to the client.
Presents fee ranges or pricing based on firm-defined rules, subject to attorney confirmation.
Clients can review and sign contracts digitally without manual follow-up.
With the retainer signed, the platform collects payment without putting client funds at risk. It routes money into the right accounts, handles overseas payers, and covers government filing fees automatically.
Routes retainer payments straight into trust accounts and pulls card processing fees from your operating account, keeping client and business funds separate.
Accepts overseas client payments through local payment rails and manages evergreen retainers automatically.
Pays USCIS application fees automatically using secure virtual credit cards.
- Set up payment collection on the signed case so retainer funds route to trust accounts and card processing fees come from your operating account
- Collect overseas payments and automate USCIS filing fees from within the case
- Upload and verify documents using the Verify button
- Use worksheets to capture detailed case data
- Accept or reject document submissions with comments
With payment handled, clients and preparers send every required file through one secure portal instead of scattered email threads. The platform checks each upload for completeness and keeps a running record of what is still missing.
Clients and preparers upload files like passports, birth certificates, and financial records, as PDFs or images, directly to the secure portal.
AI reviews documents for completeness and format and flags issues for review.
Keep a clear record of which documents are complete, missing, or need revision.
Sends clients automated text or email reminders for any documents that are still missing.
With the file complete, the platform drafts and assembles the case. It generates the USCIS forms required for each case type, populates them from collected client data, and organizes everything into a package ready for attorney review.
Required USCIS forms and worksheets are generated automatically for each case type.
Populate forms and create supporting documents and letters instantly, based on collected client data.
Structures draft materials using attorney-approved templates and firm-defined criteria.
AI tools help summarize or translate documents when needed.
Organizes finished forms and client documents into a single submission-ready package for attorney review.
- Click Generate to produce AI-generated case documents
- Use Tools → Translate or Tools → Summary for additional processing
- Track case progress through Status Tracking (Pending → Started → Completed → Cancelled)
- Ensure all tasks are marked Accepted before filing
Nothing is filed without a licensed attorney. Lawyers review each AI-assembled case for accuracy and compliance before it goes to the appropriate immigration authority, and every action is logged along the way.
Lawyers review AI-assembled cases to ensure compliance and accuracy.
Cases are finalized and ready for filing with the appropriate immigration authorities.
Every action in the platform is tracked for accountability and transparency.
Getting Started with the App
The workflow above runs inside one dashboard. Here is how a firm sets up its account and gets its first case moving.
Account Creation: Purpose-built for immigration case types and USCIS forms, not repurposed generic case software
Verification: Click the verification link sent to your email.
- Add new users and assign roles using Add User
- Edit or remove users as needed
- Clients have limited access to their profiles and cases
- Build a case from a pre-built template for the relevant visa type
- Assign processing roles to your team and track status from the dashboard
- Switch on the automations described above for that case
Why Choose US Immigration AI
Plenty of tools promise to cut admin work. Here is what sets US Immigration AI apart for an immigration practice specifically:
Built for immigration law: Purpose-built for immigration case types and USCIS forms, not repurposed generic case software
Attorney stays in control: Every case is assembled for licensed-attorney review, and nothing is filed until a lawyer signs off
Accuracy: AI cross-checks entries and flags errors so forms and documents are completed accurately
Transparency: Clients and attorneys share real-time visibility into every step of the case
Frequently Asked Questions (FAQ)
- 1. Does US Immigration AI give legal advice or replace my attorneys?
- 2. Is this one system, or another tool to connect to my case management?
- 3. What immigration case types does it handle?
- 4. Can it fill out USCIS forms automatically?
- 5. How do clients send in their documents?
- 6. How does it handle payments and trust accounting?
- 7. Does an attorney always review the case before filing?
- 8. Is my clients' information secure?
- 9. How do I get started?
Pricing That Scales With Your Caseload
Two transparent plans cover firms at any stage. Pick the one that matches how you want to grow.