Immigration client intake that gets the details right.

Collect visa histories, family information, and case timelines accurately. Reduce errors and eliminate back-and-forth before the first consultation.

Set up in minutes. No integrations required.

Immigration intake challenges

  • Complex immigration histories require detailed, organized collection
  • Accuracy is critical—errors can delay or derail applications
  • Multiple family members often have interconnected cases
  • Clients may not know which dates and documents matter most
  • Repeated back-and-forth wastes time for both attorney and client
  • Language barriers can complicate information gathering

How Weavelyn helps

1

Client completes intake

Online form captures all details

2

Auto-route to attorney

Routing rules assign the right person

3

Review & qualify

Triage submissions in your pipeline

4

Collaborate & follow up

Notes, alerts, and status tracking

5

Convert to client

Move qualified leads to signed engagement

What you get

Custom intake forms

Build forms tailored to visa categories and case types

Public intake link

Share a simple link for prospective clients to submit details

Submissions inbox

All inquiries organized and easy to review

Assignment to attorney

Route cases to team members based on specialty or language

Status pipeline

Track each case from intake through filing

Notes & activity timeline

Document consultations and keep complete case history

Recommended intake questions for immigration

Our immigration template includes these sections. Customize as needed for your practice.

Personal Information

  • Full legal name (as on passport)
  • Date and country of birth
  • Current address and contact information
  • Passport number and expiration date
  • Languages spoken

Immigration History

  • Current immigration status
  • Date of most recent U.S. entry
  • All prior visas held (types and dates)
  • Prior immigration applications filed
  • Any deportation or removal proceedings?

Family Information

  • Spouse information (if applicable)
  • Children (names, ages, citizenship)
  • Parents' citizenship status
  • Siblings in the U.S.?
  • Family members who are U.S. citizens or residents

Case Goals

  • Type of visa or status sought
  • Reason for immigration (work, family, asylum, etc.)
  • Employer information (if employment-based)
  • Timeline expectations
  • Any urgent deadlines?

Who it's for

Solo immigration attorneys

Collect structured information without administrative overhead

Immigration law firms

Standardize intake across multiple attorneys and case types

Multilingual practices

Create intake forms that work for diverse client populations

Ready to streamline your immigration intake?

Start your free trial today. No credit card required.

Frequently asked questions

Can I create different forms for different visa types?

Yes. Create separate intake forms for family-based, employment-based, asylum, naturalization, or any other case type. Each form can have its own set of questions.

Can clients complete the form in their own time?

Yes. Clients receive a link they can access anytime. They can gather documents and information before completing the form, reducing incomplete submissions.

How does this help with accuracy?

Structured forms with clear questions reduce ambiguity. Clients provide information in an organized format, making it easier to spot missing details before consultation.

Can I collect information for family members?

Yes. Add sections for spouse, children, parents, and other family members. The form can capture details for everyone involved in the case.

Is the information secure?

Yes. All data is encrypted in transit and at rest. Immigration cases involve sensitive personal information, and we treat security seriously.

Can clients fill this out on mobile?

Yes. The intake form is fully responsive. Clients can complete it on phone, tablet, or computer—whatever is most convenient for them.

Do I need integrations to use this?

No. Weavelyn Intake works standalone. Just create your form, share the link, and start receiving organized submissions.

Can I assign cases to different attorneys?

Yes. When a submission comes in, assign it to any team member. Useful for routing by case type, language, or availability.

Weavelyn is workflow software for law firms. It does not provide legal advice.