See sponsor status and denial history before the consult
Ask whether the applicant already has a qualifying sponsor, any prior visa denials, and an upcoming NVC interview or document request, then collect passport and case-number uploads before anyone spends consultation time on a case that isn't ready.
Preview your consular processing intake
Explore 7 questions from the Consular Processing template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified consular processing lead should tell you
Consular processing covers immigrant visa cases handled through a U.S. embassy or consulate abroad, where the applicant is outside the United States and relies on a qualifying family or employer sponsor to complete the immigrant visa process.
- Trying Get U.S. Immigrant
- Already Have (Or Expect
- Person Who Will Immigrate
- U.S. Visa Or Green
- Seeking Help Because Case
The questions your team needs answered
Every consular processing intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you trying to get a U.S. immigrant visa through a U.S. embassy or consulate outside the United States (not by applying inside the U.S.)? | This confirms the case actually belongs on the embassy-based track rather than being mismatched with adjustment of status. |
| Do you already have (or expect to have) a qualifying family member or employer who can sponsor you for a green card? | Without a qualifying sponsor there's no petition to build a consular case on, so this determines whether the case is viable at all. |
| Is the person who will immigrate currently outside the United States? | If the applicant is already inside the U.S., the case may need to route to a domestic process instead of consular processing. |
| Has a U.S. visa or green card application ever been denied for the person who will immigrate? | A past denial can signal inadmissibility issues or a needed waiver that changes how complex the consult should be. |
| Has the person who will immigrate ever stayed in the U.S. without permission or overstayed a visa? | Prior unauthorized presence can trigger reentry bars that materially change the case strategy. |
| Does the person who will immigrate have any criminal arrests or convictions in any country? | A disclosed arrest or conviction may raise inadmissibility grounds that warrant closer review before scheduling time. |
| Are you seeking help because your case is delayed, you received a request for more documents, or you have an upcoming consular interview? | An active NVC case with a pending interview or document request marks a lead already moving through the pipeline, not a cold inquiry. |
How Cliont scores consular processing leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Trying Get U.S. Immigrant: yes
- Already Have (Or Expect: yes
- Person Who Will Immigrate: yes
- U.S. Visa Or Green: yes
- Seeking Help Because Case: yes
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Consular Processing 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 consular processing workflows
| Cliont capability | Consular Processing application |
|---|---|
| Conditional branching | Routes leads differently depending on whether the applicant is outside the U.S. and processing through a consulate, flagging mismatched cases that likely belong under adjustment of status instead. |
| Weighted scoring engine | Combines sponsor status, prior denials, overstay history, and interview or RFE timing into one score so cases with an active NVC file surface above cold inquiries. |
| Document capture | Collects the passport page, NVC case number, and prior denial or approval notices during intake so the file is ready before the consult, not requested after. |
| CRM delivery | Sends scored consular processing leads straight into your CRM with sponsor, denial, and timeline details attached so you can prioritize which cases to call first. |
Example consular processing lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Sponsored case abroad, interview set
Applicant is outside the U.S. with an approved petition and a scheduled embassy interview, the highest-value combination the intake can surface.
Case stalled after an RFE
Client already has an open NVC case but received a request for more documents, so the intake flags this as an active matter needing prompt review rather than a first-time inquiry.
Prior denial in the case history
Applicant discloses a past visa refusal and a prior overstay, signals that raise inadmissibility questions the attorney should see before booking time.
No sponsor identified yet
Prospect answers no to having a qualifying family or employer sponsor, meaning there's no immigrant visa petition to process yet and the case may not be consult-ready.
Applicant is inside the U.S.
The person who would immigrate is currently in the U.S. rather than abroad, which suggests adjustment of status rather than consular processing and the lead can be routed accordingly.
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- Unlimited intake forms
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- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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- Photo, video & file upload
- Charged only for submitted leads
More immigration law intake templates
Consular Processing lead-intake FAQs
How does the intake separate consular processing cases from adjustment of status inquiries?
The intake asks whether the applicant is being processed through an embassy or consulate and whether they're currently outside the U.S. If the answers point to someone already in the country, the lead is flagged as a likely adjustment-of-status matter instead.
What happens if a lead discloses a prior visa denial or an overstay?
Those answers aren't treated as disqualifying on their own. They're captured and weighted into the score so you can see complexity before the consult rather than discovering it in the room.
Does the intake confirm the applicant has a sponsor before booking?
Yes, it asks whether a qualifying family member or employer sponsor already exists or is expected, since without one there's no immigrant petition to build a consular case around.
Can the intake tell me if someone already has an active NVC case or interview date?
It asks directly whether the inquiry involves a delay, a document request, or an upcoming consular interview, so leads already in process are distinguishable from first-time inquiries.
What documents does the intake collect before the case reaches my CRM?
It's built to gather items like the passport biographic page, NVC case number or interview notice, and any prior refusal or approved petition notice so the file is usable when it lands.
How does the intake handle criminal history disclosures?
A disclosed arrest or conviction is recorded and weighted rather than screened out automatically, since it may affect inadmissibility but still requires attorney judgment.
Turn consular processing visitors into qualified cases
Give every consular processing visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.