See sponsorship and credentials before the consultation
The intake asks whether a prospective client has an employer willing to sponsor them or plans to self-petition, confirms the achievement, degree, or experience level behind an EB-1, EB-2, or EB-3 claim, and collects passport and diploma uploads before the file reaches your CRM.
The exact intake your eb-1 eb-2 eb-3 immigrant visas leads complete
This is the real 7-question guided intake for EB-1 EB-2 EB-3 Immigrant Visas — the same flow your customers finish before you ever pick up the phone.
What a qualified eb-1 eb-2 eb-3 immigrant visas lead should tell you
EB-1, EB-2, and EB-3 cases cover employment-based green card petitions for individuals with extraordinary ability, an advanced degree or exceptional ability, or qualifying work experience, sponsored by a U.S. employer or self-petitioned.
- Seeking U.S. Employment-Based Green
- In United States Or
- Have U.S. Employer Willing
- Have At Least One
- Have Valid Passport And
- Ever Been Ordered Removed/Deported
- Have Any Criminal Convictions
The questions your team needs answered
Every eb-1 eb-2 eb-3 immigrant visas intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking a U.S. employment-based green card through EB-1, EB-2, or EB-3 (for yourself or a family member)? | Confirms the inquiry is actually an EB-1/EB-2/EB-3 employment-based matter before it consumes attorney time on the wrong category. |
| Are you currently in the United States or planning to live in the United States as part of this process? | U.S. residence status affects whether the likely path is adjustment of status or consular processing, changing strategy and referral. |
| Do you have a U.S. employer willing to offer you a permanent, full-time job (or are you able and planning to self-petition for EB-1A or EB-2 NIW)? | Distinguishes employer-sponsored cases from self-petitions, which drives category fit, fee structure, and evidence needs. |
| Do you have at least one of these: (a) major achievements/recognition in your field, (b) an advanced degree or exceptional ability, or (c) at least 2 years of relevant work experience or training for the job? | Identifies which EB tier the person likely qualifies for based on achievements, degree, or experience. |
| Do you have a valid passport and documents to prove your education and work history (such as diplomas, transcripts, and employment letters)? | Shows whether supporting evidence is ready, so the firm knows if the consultation can move straight to filing strategy. |
| Have you ever been ordered removed/deported from the U.S. or been told you have a permanent bar to returning? | A prior removal order or permanent bar can make the case unviable, so it must be flagged before offering a consultation. |
| Do you have any criminal convictions or pending criminal charges anywhere? | Criminal history can raise inadmissibility issues requiring a waiver, which the attorney should know before the meeting. |
How Cliont scores eb-1 eb-2 eb-3 immigrant visas leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seeking U.S. Employment-Based Green: yes
- In United States Or: yes
- Have U.S. Employer Willing: yes
- Have At Least One: yes
- Have Valid Passport And: yes
Lower-fit signals
- Ever Been Ordered Removed/Deported: no
- Have Any Criminal Convictions: no
See the lead your team receives
EB-2 Sponsored Green Card 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 eb-1 eb-2 eb-3 immigrant visas workflows
| Cliont capability | EB-1 EB-2 EB-3 Immigrant Visas application |
|---|---|
| Conditional branching | Splits the flow between employer-sponsored applicants and EB-1A/EB-2 NIW self-petitioners based on the sponsorship question, so each type of lead reaches your CRM with the right context. |
| Weighted lead scoring | Weighs the green-card intent, sponsorship, and achievement/degree answers heavily so employer-backed or strongly qualified self-petition candidates surface as high priority. |
| Lower-fit flagging | Surfaces a prior removal order or criminal history as a distinct flag on the lead record instead of silently dropping the inquiry, so your firm decides whether a consultation is appropriate. |
| Structured document capture | Collects passport, diploma, transcript, and employment letter uploads tied to the education and work history question, so files arrive with evidence already attached. |
| CRM routing | Sends each qualified EB-1/EB-2/EB-3 inquiry, along with its sponsorship and category signals, directly into your CRM for staff triage before scheduling. |
Common eb-1 eb-2 eb-3 immigrant visas lead scenarios
Sponsored EB-2 professional
An employer has offered a permanent role and the candidate holds an advanced degree with supporting transcripts, so the intake pushes this straight to a high-priority review.
Self-petitioning EB-1A candidate
No employer is involved, but the applicant reports major recognition in their field, so the intake routes this as a self-petition case rather than an employer-sponsored one.
Family inquiry, no sponsor yet
A relative is asking on someone's behalf but there is no employer offer and no plan to self-petition, which the scoring treats as lower fit until sponsorship is clarified.
Prior removal order disclosed
The prospective client answers yes to a past removal order, a signal that needs review before your firm offers a consultation on a case that may be barred.
Missing proof of education
The applicant lacks a valid passport or documentation of their degree and work history, so the lead is still captured but flagged to collect records before scheduling.
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
EB-1 EB-2 EB-3 Immigrant Visas lead-intake FAQs
How does the intake tell EB-1, EB-2, and EB-3 cases apart without asking clients to self-classify a visa category they don't understand?
It doesn't ask clients to pick a category. Instead it captures whether they have employer sponsorship or plan to self-petition, and whether they have major achievements, an advanced degree, or qualifying experience, so your staff can determine the likely category from the answers.
What happens if someone discloses a prior removal order or a criminal charge?
Those answers are captured as lower-fit signals rather than an automatic rejection, so the lead still reaches your CRM but is flagged for attorney review before any consultation is offered.
Does the intake handle self-petition tracks like EB-1A or EB-2 NIW differently from employer-sponsored cases?
Yes. The employer sponsorship question distinguishes candidates with a job offer from those planning to self-petition, which changes what evidence and strategy your firm needs to discuss at the consultation.
What documents does the intake collect before the consultation?
It asks whether the client has a valid passport and proof of education and work history, and the required uploads cover the passport, diplomas, transcripts, and employment letters your team needs to assess the case.
Can someone submit an inquiry on behalf of a family member?
Yes, the first question explicitly covers seeking a green card for yourself or a family member, so beneficiary-driven inquiries are captured the same way as self-inquiries.
Does it matter whether the applicant is currently in the U.S.?
Yes, the intake asks about current or planned U.S. residence, since that answer affects whether the matter is likely to proceed through adjustment of status or consular processing.
Turn eb-1 eb-2 eb-3 immigrant visas visitors into qualified cases
Give every eb-1 eb-2 eb-3 immigrant visas visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.