Family-based intake that captures petitioner status up front
The intake asks who the petitioner is, whether they're a citizen or green card holder, and whether the applicant entered with permission — plus uploads of passports, prior notices, and proof of relationship — so you see the real shape of the case before booking a consultation.
The exact intake your family-based immigration leads complete
This is the real 8-question guided intake for Family-Based Immigration — the same flow your customers finish before you ever pick up the phone.
What a qualified family-based immigration lead should tell you
A family member's petition on behalf of a spouse, parent, child, or sibling seeking a U.S. immigration benefit, with eligibility turning on the petitioner's citizenship or green card status, the applicant's location and manner of entry, and any prior removal or criminal history.
- Seeking U.S. Immigration Benefit
- Family Member Who Would
- Know Who Petitioning Family
- In United States
- If In United States,
- Ever Been Ordered Removed/Deported
- Ever Been Arrested Or
- Ready Start Process Within
The questions your team needs answered
Every family-based immigration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking a U.S. immigration benefit through a family relationship (such as a spouse, parent, child, or sibling)? | Confirms the case actually falls under family-based immigration rather than another visa category before you spend time on it. |
| Is the family member who would petition for you a U.S. citizen or a lawful permanent resident (green card holder)? | Whether the petitioner is a U.S. citizen or green card holder determines which family-based category and timeline applies. |
| Do you know who the petitioning family member would be (the person filing for you)? | A lead who doesn't yet know who would file is earlier-stage and often needs education before a paid consultation. |
| Are you currently in the United States? | Current location determines whether the case would proceed through adjustment of status in the U.S. or consular processing abroad. |
| If you are in the United States, did you enter with permission (for example, with a visa or parole)? | How the applicant entered affects eligibility for adjustment of status and can flag a case that may need a waiver. |
| Have you ever been ordered removed/deported from the United States or had an immigration case denied for a serious reason? | A prior removal order or denied case signals a more complex matter that needs closer screening rather than a routine consultation. |
| Have you ever been arrested or convicted of a crime in any country? | Any arrest or conviction history flags the case for review before it's booked on the calendar. |
| Are you ready to start the process within the next 3 months? | Readiness to start within three months is the clearest signal of how soon the lead would convert into active work. |
How Cliont scores family-based immigration leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seeking U.S. Immigration Benefit: yes
- Family Member Who Would: yes
- Know Who Petitioning Family: yes
- If In United States,: yes
- Ready Start Process Within: yes
Lower-fit signals
- Ever Been Ordered Removed/Deported: no
- Ever Been Arrested Or: no
See the lead your team receives
Family-Based Immigration 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 family-based immigration workflows
| Cliont capability | Family-Based Immigration application |
|---|---|
| Conditional branching | The entry-permission question only appears when the applicant confirms they're currently in the U.S., keeping the flow relevant to consular versus in-country cases. |
| Weighted scoring engine | A disclosed removal order or criminal history lowers a lead's score automatically without blocking it, so complex cases still land in your CRM flagged for review. |
| Document upload capture | Collects proof of relationship and immigration paperwork during intake so you can assess the petition before the consultation instead of during it. |
| CRM routing | Sends each family-petition lead into your CRM with its relationship type, petitioner status, and score attached, ready for attorney triage. |
Common family-based immigration lead scenarios
U.S. citizen spouse, ready now
The applicant is married to a U.S. citizen, knows who is filing, and wants to start within three months — the intake scores this combination highest and routes it straight to the CRM.
Green card holder petitioning a parent
The petitioner holds a green card rather than citizenship, and the applicant is currently outside the U.S., which points the case toward a consular process rather than an in-country filing.
Prior removal order on file
The applicant discloses a past deportation order, a lower-fit signal that lowers the score but still gets delivered so the attorney can decide whether the case is worth the risk.
Doesn't know who would petition
The lead can't yet name the petitioning family member, signaling an earlier-stage inquiry that may need education before it's consultation-ready.
Entered without permission
The applicant is in the U.S. now but entered without a visa or parole, a detail that changes the available pathway and gets flagged for closer review rather than automatic rejection.
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
Family-Based Immigration lead-intake FAQs
How does the intake handle a lead who doesn't know who their petitioner would be?
That answer carries a lower weight than a confident yes, so the lead is still scored and delivered, just ranked below cases where the relationship is already clear.
Does disclosing a prior removal order or arrest block the lead from reaching us?
No. Prior removal orders and criminal history are lower-fit signals that reduce the score, but the lead still reaches your CRM flagged for review rather than being filtered out.
Can the intake tell whether a case needs consular processing instead of a U.S.-based filing?
The intake captures whether the applicant is currently in the U.S. and how they entered, which is enough to flag whether the case likely heads toward adjustment of status or consular processing.
What if someone entered the U.S. without a visa or parole?
That's captured as a distinct answer with its own weight, not treated the same as a permitted entry — the lead still comes through, since some of these cases still qualify depending on the relationship.
How does the intake measure urgency for family petitions?
There's no separate urgency question for this subservice; timing is measured through whether the lead is ready to start the process within three months.
What documents does the intake collect before the consultation?
It's built to request identity documents, proof of the family relationship, and any prior USCIS notices or court paperwork so the attorney isn't starting from zero.
Turn family-based immigration visitors into qualified cases
Give every family-based immigration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.