One System That Covers Intake, Follow-ups, and Onboarding
One AI agent covers three front-desk roles your firm would otherwise hire and pay for. Here's the job each one does.
Answers every inbound inquiry by chat, web form, SMS, or email, day or night, so no one reaches a dead end or a voicemail box.
Asks your screening questions in order and records each answer as clean, structured intake data.
Walks each prospect through next steps and pricing guidance, and confirms what happens before they ever speak to an attorney.
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.
Every call, form, SMS, and email gets answered the moment it lands. No lead waits for office hours or for someone to be free
The agent asks your questions in order and stores answers in one consistent format. Your team gets a clean summary instead of scattered notes and voicemails.
Each inquiry is flagged with likely case types using your firm's own rules. Attorneys see where a matter fits before spending time on it.
Qualified prospects can book a consultation while the conversation is still live. Bookings drop into the times your firm makes available.
Build the intake flow around your own questions and case types. Adjust the fields as your firm's process changes.
Urgent or high-intent inquiries go to the right person on your team. Anything outside the rules is handed to a human rather than guessed at.
"Hello! Welcome to US Immigration AI. I'm here to help you get started with your immigration matter. May I have your full name?"
"Hi, I'm Maria Lopez."
"Thank you, Maria. Which type of immigration benefit are you interested in? For example, work visa, family sponsorship, green card, or citizenship."
"I'm applying for a green card through family sponsorship."
Replace Your Intake Stack With One Immigration Intake System
Most firms run intake across a phone line, a few inboxes, a web form, and a spreadsheet. US Immigration AI replaces that stack with one system that runs from first inquiry to attorney-ready pre-qualification, so nothing gets re-keyed and nothing falls between tools.
Intake, Eligibility, and Conversion in One Flow
Three jobs the agent handles in depth: collecting the intake, flagging eligibility for attorney review, and sorting which leads are worth your team's time. Open each to see how it works.
Why Immigration Firms Choose US Immigration AI
What sets US Immigration AI apart from a general-purpose intake tool:
Purpose-built for visa, family, humanitarian, and removal work, not a general CRM bent to fit.
Purpose-built for visa, family, humanitarian, and removal work, not a general CRM bent to fit.
You add intake capacity without adding salaries, benefits, or after-hours coverage.
Intake runs on the same platform that handles your retainers, document drafting, and case assembly.
Why Choose Us
Manual Intake vs. US Immigration AI Intake
Leads call after hours and go unanswered
Staff retype client details by hand
Unqualified leads reach your attorneys
Follow-ups slip through the cracks
Intake data lives in scattered emails and notes
You hire more staff to keep up
AI captures inquiries 24/7 across every channel
Structured data is collected automatically
Firm rules pre-qualify leads before handoff
Automated reminders keep prospects engaged
One organized, attorney-ready summary
You handle higher volume with the team you have
Lead capture ↑ 24/7 across all channels
Client conversion ↑ with instant retainers
Document collection ↓ delays with automation
Drafting time ↓ significantly with AI
Zero workflow bottlenecks from intake to filing
Missed intake calls and delayed responses
Manual contract drafting and follow-ups
Disorganized document collection
Time-consuming legal drafting
Last-minute case assembly errors
How It Works
From First Contact to Attorney-Ready in Five Steps
The AI talks with prospects in real time and captures their immigration goals, status, and background.
Leads are assessed against firm-defined criteria. High-intent prospects advance; others are flagged for attorney review.
Each conversation becomes a clean, organized summary your attorneys can review and approve in minutes.
The AI sends reminders and next-step instructions to keep prospects engaged without staff involvement.
Intake data flows directly into your contracts, document drafting, case assembly, and document collection.
Built to Protect Sensitive Client Data
What sets US Immigration AI apart from a general-purpose intake tool:
Intake data is encrypted in transit and at rest.
Restricted to authorized attorneys and supervised staff.
Activity is tracked for internal review.
Intake runs on the same platform that handles your retainers, document drafting, and case assembly.
What Your Firm Gets Back
- Reduced Staff WorkloadRepetitive intake tasks run without anyone picking up a phone or retyping data.
- Faster Case ReviewAttorney-ready summaries are ready the moment a lead finishes intake.
- Higher Conversion RatesOnly qualified, high-intent leads reach your team.
- Scalable OperationsAbsorb busy-season inquiry spikes without overstaffing.
- Consistent Client ExperienceEvery prospect gets a timely, professional response.
Intake Is Step One. We Handle the Rest.
Intake data is encrypted in transit and at rest.
Assemble case files from intake through filing.
Collect and organize client documents in a secure portal.
Route retainers into trust accounts and collect overseas payments without commingling funds.
Draft USCIS forms using attorney-approved templates and client data.
Simple Pricing
Pick a Plan and Start Capturing More Leads
Frequently Asked Questions (FAQ)
- 1. What is legal client intake software?
- 2. How is this different from a generic CRM or client intake and CRM software for law firms?
- 3. Can the intake software handle inquiries 24/7?
- 4. What channels does the client intake software support?
- 5. Does the AI decide who qualifies for a case?
- 6. How does case intake software pre-qualify leads?
- 7. Is my client data secure?
- 8. Does it connect to the rest of my case workflow?
- 9. How much does the intake software cost?