Client Intake & Conflict Screening for Immigration Attorneys with INSZoom
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 INSZoom
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 INSZoom — uses the native API or agent integration so nothing leaves the system of record.
INSZoom Integration Approach
Audit your INSZoom configuration
We map the specific INSZoom objects, custom fields, and workflows the automation needs to touch for your business immigration practice.
Build on the INSZoom API or agent
Integration happens inside INSZoom — 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 INSZoom with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your INSZoom instance
30-minute call. We'll look at your actual INSZoom setup and show exactly how this workflow fits.