Citizenship intake that captures green card history up front
The intake asks whether the lead holds a green card, how long they've held it, and whether USCIS ever issued an RFE or denial, then requests a copy of the green card and any USCIS notices before the case reaches your CRM.
The exact intake your naturalization and citizenship leads complete
This is the real 8-question guided intake for Naturalization and Citizenship — the same flow your customers finish before you ever pick up the phone.
What a qualified naturalization and citizenship lead should tell you
Naturalization and Citizenship covers helping lawful permanent residents apply for U.S. citizenship, checking eligibility under the 3-year or 5-year residency rules, or resolving a prior denial, RFE, or second-interview issue.
- Help With U.S. Citizenship
- In United States
- U.S. Lawful Permanent Resident
- Had Green Card At
- Taken Any Long Trips
- Been Arrested, Charged, Convicted,
- Ever Received Notice Go
- Uscis Ever Denied Citizenship/Naturalization
The questions your team needs answered
Every naturalization and citizenship intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help with a U.S. citizenship or naturalization matter (applying, checking eligibility, fixing a problem, or appealing a denial)? | Confirms the lead is actually seeking help with citizenship or naturalization rather than a different immigration matter, gating whether this intake is even the right fit. |
| Are you currently in the United States? | Physical presence in the U.S. matters because naturalization interviews and oath ceremonies require the applicant to be in-country. |
| Are you a U.S. lawful permanent resident (do you have a green card)? | Lawful permanent resident status is the baseline eligibility requirement, so a no here means the lead isn't ready for naturalization yet. |
| Have you had your green card for at least 3 years (if married to a U.S. citizen) or at least 5 years (otherwise)? | This determines whether the lead has met the marriage-based 3-year or standard 5-year residency threshold before filing. |
| Have you taken any long trips outside the U.S. (6 months or more) since getting your green card? | Trips of six months or more can break continuous residency, so this answer flags cases that need extra scrutiny before a consultation. |
| Have you been arrested, charged, convicted, or had a DUI anywhere (including outside the U.S.)? | Arrests or convictions can affect the good moral character requirement, so this answer flags cases needing closer review before scheduling. |
| Have you ever received a notice to go to immigration court, been in removal/deportation proceedings, or been ordered removed/deported? | A history of removal proceedings signals a more complex case that may overlap with deportation defense rather than a routine naturalization filing. |
| Has USCIS ever denied your citizenship/naturalization application or asked for more evidence (RFE) or scheduled a second interview? | A prior denial, RFE, or second interview marks the lead as needing help fixing an existing problem, which is often a higher-value case than a first-time filing. |
How Cliont scores naturalization and citizenship leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help With U.S. Citizenship: yes
- In United States: yes
- U.S. Lawful Permanent Resident: yes
- Had Green Card At: yes
- Uscis Ever Denied Citizenship/Naturalization: yes
Lower-fit signals
- Taken Any Long Trips: no
- Been Arrested, Charged, Convicted,: no
- Ever Received Notice Go: no
See the lead your team receives
Naturalization and Citizenship 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 naturalization and citizenship workflows
| Cliont capability | Naturalization And Citizenship application |
|---|---|
| Weighted eligibility scoring | Scores each lead by combining green card status, years held, and current U.S. presence so you can see at a glance whether they meet the 3- or 5-year residency threshold. |
| Lower-fit flagging | Automatically flags leads who report an arrest, conviction, or prior removal proceedings so those cases get manual review before a consultation is offered. |
| Document capture at intake | Collects a copy of the green card and any USCIS RFE or denial notice up front, so the file is ready before the first call. |
| CRM routing | Sends leads who are current LPRs with a clean history and met residency timeline straight to your CRM as high priority, ahead of cases that need review. |
Common naturalization and citizenship lead scenarios
Straightforward five-year applicant
Currently in the U.S., holds a green card for over five years, no arrests or removal history. This is the cleanest profile and scores as high priority for a consultation.
Marriage-based three-year track
Green card obtained through marriage to a U.S. citizen and held for at least three years, changing which residency threshold applies to the case.
Extended trip abroad
Applicant took a trip of six months or more since getting their green card, which can break continuous residency and needs closer review before booking.
Prior denial or RFE
USCIS previously denied the application, sent an RFE, or called a second interview, marking a fix-it case rather than a first-time filing.
Criminal or removal history flag
An arrest, conviction, or past removal proceedings surfaces during intake, signaling a case that needs manual review before any consultation is offered.
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
Naturalization and Citizenship lead-intake FAQs
How does the intake tell a qualified naturalization lead apart from someone who isn't eligible yet?
It asks whether the person is a lawful permanent resident currently in the U.S. and how long they've held their green card, so anyone who isn't yet an LPR or hasn't met the residency requirement scores lower rather than landing on your calendar.
Does the intake account for the 3-year vs. 5-year eligibility rule?
Yes, the question about how long the green card has been held ties directly to the marriage-based 3-year rule versus the standard 5-year rule, so you can see which threshold applies before you speak with the lead.
What happens if a lead mentions an arrest or time in removal proceedings?
Those answers are weighted as lower-fit signals rather than disqualifiers, so the lead still reaches you but flagged for closer review, which is useful if you'd rather route it to your removal and deportation defense intake instead.
Can the intake flag someone who already had a case denied by USCIS?
Yes, a prior denial, RFE, or second interview is scored as a high-value signal because it usually means the person needs help fixing a specific problem rather than a routine first-time filing.
What documents does the intake collect from the prospective client?
It requests a copy of the green card and any USCIS notices such as an RFE or denial letter, so you have the paperwork on hand before the consultation instead of chasing it down afterward.
Will a long trip outside the U.S. automatically disqualify the lead?
No, a trip of six months or more is treated as a lower-fit signal because it can affect continuous residency, but the lead still comes through so you can assess the specific dates yourself.
Turn naturalization and citizenship visitors into qualified cases
Give every naturalization and citizenship visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.