Immigration intake that catches the deadline.
Immigration callers often have a notice in hand and a date they don't fully understand. IntakeGenius answers every call, captures the case type and every date on that notice, and flags the calls that can't wait until morning.
Every immigration call has a clock on it.
A missed deadline can sink a case before your firm ever sees it. The first call is where you catch it.
Notices and hearing dates
Notices to Appear, RFEs and response deadlines are captured on the first call and flagged when they're close.
Family calls for family
A spouse or adult child often calls for the person affected. The agent records who the client is and how to reach them.
Sorting fit fast
Family-based, employment-based, removal defense or asylum. The agent sorts the call so the right attorney sees it.
A complete immigration intake, dates first.
The moment the call ends, a structured brief lands in your CRM, with any deadline at the top where your team can't miss it.
- Case type. Family-based, employment-based, removal defense, asylum and more.
- Who the client is. The person affected, the caller and how they're related.
- Notices and dates. What they received, the hearing date and any response deadline.
- Current situation. Status and location as the caller describes them.
- Preferred language. So your team calls back in the right one.
- Client
- [Name], spouse of caller
- Case type
- Removal defense
- Notice
- Notice to Appear received
- Hearing
- [Date], [Immigration court]
- Urgency
- High: hearing scheduled
- Language
- Spanish preferred for callback
- Next step
- Booking link texted. Flagged for priority callback.
From a worried call to a signed retainer.
- 01
Answer
Every call picked up, day or night, wherever the caller is.
- 02
Capture
Case type, notices and deadlines recorded in the CRM.
- 03
Book
A booking link goes out by text the moment the call ends.
- 04
Retain
The retainer goes out for e-signature after the consult, with follow-ups until it's signed.
Three ways we keep deadlines from slipping.
Gets the date on the first call
Answers around the clock, asks about notices before the story and flags close deadlines as urgent.
How the agent worksKeeps families moving
Booking links, consult reminders and retainer follow-ups run on their own, so nobody waits days for a callback.
See plansA person for the follow-through
A full-time intake specialist, trained by us, who calls families back, gathers documents and keeps cases moving toward a signed retainer.
Intake staffingGet immigration intake right.
Intake Checklist for Removal Defense Calls
The dates and documents to ask about before anything else.
The RetainerTriaging Deadline-Driven Calls (RFEs and NTAs)
How to spot the calls that can't wait until morning.
The RetainerScreening Family-Based vs. Employment-Based Immigration Leads
A few questions that send the call to the right attorney.
Immigration firms ask.
Does the agent speak Spanish?
Today the agent records the caller's preferred language so your team can call back in it.
Can it take a call about someone else?
Yes. It records who's calling, who the client is and how to reach them.
Does it flag deadlines?
Yes. Hearing dates and response deadlines go at the top of the brief, and close ones are marked urgent.
Does it work with my case management software?
Yes, with MyCase and Clio. Mark an intake Hired in IntakeCRM and the client and case are created there.
Never miss a date on the first call.
See how IntakeGenius runs immigration intake, start to finish.