Immigration consultation intake form template
This five-step immigration consultation form asks the current status, the help needed, who it is for and any past immigration help, followed by the contact details. Clone it into your Growform account and add your case types.
What the form asks, step by step
An immigration practice screens on status and matter type before anything else. The form asks both and records who the client is acting for.
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Step 1: “What is your current immigration status?”
Citizen, permanent resident, visa holder or undocumented shapes the options available.
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Step 2: “What type of assistance do you require?”
Visa, citizenship or deportation defense sends the matter to the right attorney.
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Step 3: “Are you seeking assistance for yourself or someone else?”
Inquiries made for a relative or friend change who you are advising.
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Step 4: “Have you used immigration services before?”
A previous provider can mean existing filings to review before the consultation.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
Rewrite the confirmation to explain consultation fees and what documents to gather.
Who it’s for
Immigration attorneys, immigration consultants and nonprofit legal clinics use this template to book first consultations. Each inquiry arrives with the person’s status, the matter type and who is asking, which lets intake staff route deportation defense cases urgently. As an immigration intake form it stays general and asks for no documents or case numbers, which keeps it appropriate for a public website. Firms with several practice areas can also look at the client intake template.
Why this structure converts
- Status options are neutral and include undocumented, so people in difficult situations can still ask for help.
- Deportation defense is a separate option, which lets urgent cases be spotted immediately.
- The question about who needs help captures inquiries made by family members on a relative’s behalf.
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Make it yours
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Flag urgent cases
Use conditional logic to show your phone number on the thank-you screen when someone selects deportation defense.
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Offer other languages
Duplicate the form in the languages your clients speak and link each version from the matching page of your site.
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Send to your case system
Each inquiry can create a lead in Clio, Lawmatics or Lawcus, with the status and matter type filled in.
Frequently asked questions
What should an immigration questionnaire ask at first contact?
It should ask the current status, the kind of help needed and who it is for. Passport details, case numbers and history are collected after the consultation is booked.
Is it safe to ask about immigration status online?
The form asks only a general status category and sends it to you over HTTPS. Keep detailed and sensitive information for the confidential consultation.
Which legal software does it connect to?
Growform connects to Clio, Lawmatics, Lawcus, Filevine and PracticePanther, as well as to HubSpot.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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