Client Intake & Conflict Screening for Immigration Attorneys 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
Audit your Docketwise configuration
We map the specific Docketwise objects, custom fields, and workflows the automation needs to touch for your business immigration practice.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Docketwise with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Docketwise instance
30-minute call. We'll look at your actual Docketwise setup and show exactly how this workflow fits.