# Client Intake & Conflict Screening for Immigration Attorneys with Docketwise

> 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. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Docketwise](https://calish.com/workflows/tool/docketwise/)
- **Role:** [Immigration Attorney](https://calish.com/workflows/for/immigration-attorney/)
- **Specialty:** Business Immigration
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-intake-and-conflict-screening-for-immigration-attorney-with-docketwise/

## 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 in Docketwise

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. Purpose-built for teams running Docketwise — uses the native API or agent integration so nothing leaves the system of record.

## Docketwise Integration Approach

1. **Audit your Docketwise configuration.** We map the specific Docketwise objects, custom fields, and workflows the automation needs to touch for your business immigration practice.
2. **Build on the Docketwise API or agent.** Integration happens inside Docketwise — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Docketwise with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Intake & Conflict Screening for Immigration Attorneys](https://calish.com/workflows/client-intake-and-conflict-screening-for-immigration-attorney/)
- 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.

## Other Docketwise Automations

- [Patent Prior Art Search for Immigration Attorneys](https://calish.com/workflows/with/patent-prior-art-search-for-immigration-attorney-with-docketwise/)
- [Estate Distribution & Beneficiary Tracking for Immigration Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-immigration-attorney-with-docketwise/)
- [Medical Records Retrieval & Chronology for Immigration Attorneys](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-immigration-attorney-with-docketwise/)
- [Demand Package Drafting for Immigration Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-immigration-attorney-with-docketwise/)
- [Closing Checklist & Disclosure Packet for Immigration Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-immigration-attorney-with-docketwise/)
- [Employment Handbook & Policy Updates for Immigration Attorneys](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-immigration-attorney-with-docketwise/)
- [Bankruptcy Schedule & Means Test for Immigration Attorneys](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-immigration-attorney-with-docketwise/)
- [Visa Petition Package Assembly for Immigration Paralegals](https://calish.com/workflows/with/visa-petition-package-assembly-for-immigration-paralegal-with-docketwise/)

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