See sponsorship and degree fit before the consultation
Ask whether the client has a willing employer sponsor, a degree matching the specialty occupation, and a filing timeline before you offer a consultation, then collect resumes and degree documentation so your team sees the case shape immediately.
The exact intake your h-1b specialty occupation leads complete
This is the real 7-question guided intake for H-1B Specialty Occupation — the same flow your customers finish before you ever pick up the phone.
What a qualified h-1b specialty occupation lead should tell you
H-1B Specialty Occupation covers new filings, transfers, extensions, or employer changes for foreign professionals in roles that require a bachelor's degree or higher in a specific field, qualified by employer sponsorship, degree match, and current immigration status.
- Seeking Help Apply ,
- Have U.S. Employer That
- Job In Field That
- Have At Least Bachelor’S
- In U.S. In Valid
- If Applying New H-1b
- Start Work Or File
The questions your team needs answered
Every h-1b specialty occupation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking help to apply for, transfer, extend, or change employers on an H-1B visa in the United States? | Confirms the client actually needs H-1B work rather than a related but different visa matter. |
| Do you have a U.S. employer that is willing to sponsor you for an H-1B position? | Employer sponsorship is a legal prerequisite for H-1B, so a 'no' here signals the case cannot move forward as filed. |
| Is the job in a field that normally requires at least a bachelor’s degree in a specific specialty (for example, engineering, IT, accounting, or similar)? | The role must qualify as a specialty occupation for H-1B eligibility, making this a threshold fact rather than a preference. |
| Do you have at least a bachelor’s degree (or equivalent) related to the job you would do? | A degree unrelated to the specialty occupation weakens the petition's core legal argument. |
| Are you currently in the U.S. in valid immigration status, or are you outside the U.S. and able to apply for a visa at a U.S. consulate? | Current status determines whether the case proceeds as a change of status or consular processing, changing the procedural strategy. |
| If you are applying for a new H-1B (not a transfer or extension), are you willing to go through the H-1B lottery process if required? | Willingness to enter the lottery matters specifically for new filings, since cap-subject cases carry selection risk that transfers and extensions do not. |
| Do you need to start work or file your H-1B case within the next 6 months? | A near-term start date signals how quickly the firm needs to move on filing strategy and staffing. |
How Cliont scores h-1b specialty occupation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seeking Help Apply ,: yes
- Have U.S. Employer That: yes
- Job In Field That: yes
- Have At Least Bachelor’S: yes
- In U.S. In Valid: yes
- If Applying New H-1b: yes
See the lead your team receives
H-1B Specialty Occupation 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 h-1b specialty occupation workflows
| Cliont capability | H-1B Specialty Occupation application |
|---|---|
| Weighted lead scoring | Sponsorship confirmation and specialty-occupation degree match carry the heaviest weights, so a lead without a willing employer or a matching degree scores lower even if other answers look strong. |
| Conditional question branching | The lottery-willingness question only triggers for new H-1B filings, keeping transfer and extension clients from being asked an irrelevant lottery question. |
| Document upload capture | Resumes, degree evaluations, and employer offer letters are collected at intake so the attorney reviewing the case has the underlying paperwork before the consultation is booked. |
| CRM routing with case tagging | Qualified H-1B leads are sent to your CRM tagged by request type (new filing, transfer, extension, or employer change) so intake staff can prioritize by case posture, not just score. |
Common h-1b specialty occupation lead scenarios
Employer-sponsored transfer request
An H-1B holder already has a willing new employer and wants to transfer or change employers, which the intake flags as a strong, sponsor-confirmed case.
New filing entering the lottery
A first-time applicant has a sponsoring employer and matching degree but must go through the H-1B lottery, so the intake surfaces lottery willingness as a qualifying detail rather than a blocker.
Degree outside the specialty field
The prospective client holds a bachelor's degree unrelated to the sponsored role, so the intake captures the mismatch for the attorney to assess before booking time.
Applicant currently abroad
The client is outside the U.S. and needs consular processing rather than a status change inside the U.S., which changes the procedural path the intake highlights.
Tight filing deadline
The client needs to start work within six months, so the intake flags the compressed timeline for triage even though it carries a lower weight than sponsorship and degree fit.
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
H-1B Specialty Occupation lead-intake FAQs
How does the intake handle cases where there's no employer sponsor yet?
The intake asks directly whether a U.S. employer is willing to sponsor the H-1B position, and a 'no' answer scores low since H-1B eligibility depends on employer sponsorship rather than self-petition.
Does the intake separate new H-1B filings from transfers and extensions?
Yes, the first question identifies whether the client needs a new filing, transfer, extension, or employer change, and the lottery question only becomes relevant for new filings.
What happens if the client's degree doesn't match the job's specialty field?
The intake asks separately whether the role requires a specialty-field bachelor's degree and whether the client holds one related to that field, so a mismatch is visible before you spend consultation time on it.
Can the intake tell me if someone is time-sensitive versus just researching?
The intake asks whether the client needs to start work or file within six months, giving you a timeline signal alongside the sponsorship and degree answers rather than treating every enquiry as equally urgent.
What documents should we collect before the consultation?
For H-1B cases the intake is built to gather a resume or CV, degree certificate or foreign credential evaluation, and any employer offer letter or LCA documentation so the case file is ready when the client shows up.
How is this different from the intake for L-1 or TN cases?
H-1B intake is built around employer sponsorship, specialty-occupation degree fit, and lottery exposure, whereas sibling categories like L-1 Intracompany Transfer or TN Professionals ask about different qualifying facts such as intracompany relationship or NAFTA/USMCA profession lists.
Turn h-1b specialty occupation visitors into qualified cases
Give every h-1b specialty occupation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.