Adjustment-of-status intake that captures sponsor and admissibility
The intake asks whether your prospective client is currently in the U.S., who might sponsor them, and whether a removal case, criminal record, or fraud flag exists, then collects their passport, entry record, and proof of relationship or job offer before the lead lands in your CRM.
The exact intake your adjustment of status leads complete
This is the real 7-question guided intake for Adjustment of Status — the same flow your customers finish before you ever pick up the phone.
What a qualified adjustment of status lead should tell you
Adjustment of Status is the process by which someone already in the United States applies for a green card through a qualifying family or employer sponsor, without having to leave for consular processing abroad.
- In United States
- Want Apply Get Green
- Have Qualifying Family Member
- Ever Been Ordered Removed/Deported,
- Ever Been Arrested, Charged,
- Ever Used Someone Else’S
- Able Provide Basic Documents
The questions your team needs answered
Every adjustment of status intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you currently in the United States? | Physical presence in the U.S. is a threshold requirement for AOS, so a no answer signals the case belongs with Consular Processing instead. |
| Do you want to apply to get a green card without leaving the United States? | Confirms the prospect actually wants the AOS pathway rather than exploring alternatives, avoiding a mismatched consultation. |
| Do you have a qualifying family member or employer who can sponsor you (for example, a U.S. citizen or permanent resident spouse/parent/child, or a U.S. employer)? | Without an identified qualifying sponsor there is no clear filing basis yet, which materially changes how much consultation time the case merits. |
| Have you ever been ordered removed/deported, or do you currently have an immigration court case? | An open removal case or prior deportation order changes the legal strategy entirely and may point toward Removal and Deportation Defense instead of a standard AOS filing. |
| Have you ever been arrested, charged, or convicted of a crime (including DUI)? | Criminal history can trigger inadmissibility grounds that require a waiver strategy, so it's flagged for attorney review rather than treated as a simple filing. |
| Have you ever used someone else’s identity or given false information to immigration or the government (including using fake documents)? | Prior use of false documents or identity is a serious admissibility issue that can affect whether the firm takes the case at all. |
| Are you able to provide basic documents like your passport/ID and your entry record (if you have one) and proof of your relationship or job offer? | Document readiness signals how quickly a case can actually move once a consultation is booked. |
How Cliont scores adjustment of status leads
Every answer is weighted automatically — no manual review required.
Value signals
- In United States: yes
- Want Apply Get Green: yes
- Have Qualifying Family Member: yes
- Able Provide Basic Documents: yes
Lower-fit signals
- Ever Been Ordered Removed/Deported,: no
- Ever Been Arrested, Charged,: no
- Ever Used Someone Else’S: no
See the lead your team receives
Adjustment of Status Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for adjustment of status workflows
| Cliont capability | Adjustment Of Status application |
|---|---|
| Weighted scoring | Combines current U.S. presence, sponsor availability, and document readiness while discounting removal, criminal, or fraud history so admissibility risk is visible before you offer a consultation. |
| Document capture in the intake form | Collects a passport or ID, entry record if available, and proof of qualifying relationship or job offer so you're not chasing paperwork after the first call. |
| CRM routing | Sends the sponsor answer, admissibility flags, and document status straight to your CRM alongside the lead so your team sees the full picture before scheduling. |
| Conditional intake logic | When a prospect answers that they are not currently in the U.S., the flow can point them toward Consular Processing instead of framing the case as an AOS match. |
Common adjustment of status lead scenarios
Spouse-sponsored, documents ready
Prospect is in the U.S., has a U.S. citizen spouse willing to sponsor, no removal or criminal history, and can upload a passport and marriage certificate — the intake scores this as high priority for a consultation.
Living abroad, not yet in the US
The prospect answers no to being currently in the United States, which lowers the score for this subservice and points the intake toward Consular Processing instead.
Pending removal or court case
The lead confirms an existing immigration court case or removal order, which flags the case as lower fit for straightforward AOS and better suited to Removal and Deportation Defense.
No confirmed sponsor yet
Prospect wants a green card without leaving but has no qualifying family or employer sponsor identified, so the intake flags the sponsorship gap before a consultation is scheduled.
Prior misrepresentation on record
The prospect discloses past use of false documents or identity with immigration authorities, a fraud flag that lowers the score and warrants closer review before booking.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More immigration law intake templates
Adjustment of Status lead-intake FAQs
Does a past DUI or arrest automatically disqualify an AOS lead?
No. A prior arrest, charge, or conviction lowers the score as an admissibility concern rather than removing the lead outright, so it still reaches your CRM flagged for review before a consultation.
What happens if the prospect isn't currently in the United States?
Being outside the U.S. reduces the score for Adjustment of Status specifically, since the process requires the applicant to remain in the country — these leads are better matched to the Consular Processing intake.
How does the intake treat someone with no sponsor identified yet?
Without a qualifying family member or employer sponsor, the lead scores lower because there's no clear pathway to file, letting you decide whether a consultation is still worth booking.
What documents does the intake collect before the consultation?
It asks whether the prospect can provide a passport or ID, entry record, and proof of relationship or job offer, and the required uploads capture those documents directly in the form.
Can the intake catch a past immigration fraud or false-document issue?
Yes, the catalog includes a direct question about prior use of false identity or documents with the government, and a yes answer lowers the score as a serious admissibility flag.
How is this scoring different from a Family-Based Immigration lead?
Adjustment of Status weighs current U.S. presence and admissibility history heavily because the applicant must stay in the country during processing, while Family-Based Immigration intake focuses more on the underlying relationship qualification itself.
Turn adjustment of status visitors into qualified cases
Give every adjustment of status visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.