Client Intake & Conflict Screening for Immigration Attorneys
The Problem
Every new Business Immigration lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build
AI runs the conflict check against INSZoom, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.
Tools & Integrations
How It Works
Discovery Call
We map your current client intake & conflict screening process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate client intake & conflict screening?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.