See sponsor and SEVIS status before you book a consultation
See whether a prospective client has a sponsor document like an I-20 or DS-2019, any SEVIS termination or visa denial history, and the ability to cover fees — captured before they ever land on your CRM.
The exact intake your student and exchange visas leads complete
This is the real 7-question guided intake for Student and Exchange Visas — the same flow your customers finish before you ever pick up the phone.
What a qualified student and exchange visas lead should tell you
Legal help for F-1, M-1, J-1, and related dependent visas, covering new applications, extensions, transfers, reinstatement, or status problems tied to studying, training, or an exchange program in the United States.
- Seeking Help With U.S.
- Situation Related Studying, Training,
- In United States, Or
- Have (Or Can Get)
- Help With Application, Extension,
- Had Visa Denial, Sevis
- Able Pay Legal Help
The questions your team needs answered
Every student and exchange visas intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you seeking help with a U.S. student or exchange visa (such as F-1, M-1, J-1, or a related dependent visa like F-2/J-2)? | Confirms the lead is actually an F-1, M-1, J-1, or dependent visa matter rather than a different immigration category before you spend consultation time on it. |
| Is your situation related to studying, training, or an exchange program in the United States (not a work visa, family petition, asylum, or criminal case)? | Separates genuine study or exchange matters from work visa, family, asylum, or criminal issues that belong with a different practice area. |
| Are you currently in the United States, or do you plan to enter the United States on a student or exchange visa? | Establishes whether the person is already in the U.S. or applying from abroad, which changes the process and how urgently the matter needs handling. |
| Do you have (or can you get) a school or program sponsor that can issue the required document (like an I-20 or DS-2019)? | Flags whether a school or program sponsor able to issue an I-20 or DS-2019 already exists, since no sponsor usually means the case isn't ready to move forward. |
| Do you need help with an application, extension, transfer, reinstatement, work permission related to your status (like CPT/OPT/Academic Training), or a status problem (like falling out of status)? | Identifies the specific service needed, such as a new application, extension, OPT/CPT, or reinstatement, so you know what to prepare for before the call. |
| Have you had a visa denial, SEVIS termination, overstay, or any other issue that could affect your ability to get or keep a student/exchange visa? | Surfaces SEVIS terminations, overstays, or prior denials early, since these carry compliance risk and often need faster attorney attention. |
| Are you able to pay for legal help and any required government fees for your case? | Confirms the prospective client can cover legal fees and government filing costs before you offer time on a consultation. |
How Cliont scores student and exchange visas leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seeking Help With U.S.: yes
- Situation Related Studying, Training,: yes
- In United States, Or: yes
- Have (Or Can Get): yes
- Help With Application, Extension,: yes
- Had Visa Denial, Sevis: yes
See the lead your team receives
F-1 Student Visa 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 student and exchange visas workflows
| Cliont capability | Student And Exchange Visas application |
|---|---|
| Conditional branching | Routes leads who answer no on the studying/exchange purpose question away from your student visa queue, flagging a mismatch instead of booking a free consultation on a work or family matter. |
| Document upload capture | Collects the I-20 or DS-2019, or a SEVIS record, before the call so you already know whether a sponsor exists rather than asking on the phone. |
| Weighted scoring | Raises priority on leads reporting a SEVIS termination or visa denial, since these need faster attorney review even though the sponsor question alone would normally look favorable. |
| CRM routing | Sends only leads with a confirmed sponsor document and confirmed ability to pay fees into your CRM as active matters, keeping unresolved sponsor gaps out of your pipeline. |
Common student and exchange visas lead scenarios
New F-1 applicant, sponsor ready
A prospective student already has a university-issued I-20 and just needs help with the visa application itself. The intake confirms the sponsor document exists and the request is a new application, scoring the lead as ready to move forward.
SEVIS termination or status violation
A current student reports a SEVIS termination, overstay, or other status problem and needs reinstatement help. The intake surfaces this history so you can review it before offering a consultation, since these matters carry compliance risk.
OPT or CPT work authorization request
A student already in the U.S. on F-1 status is asking about work permission tied to their program rather than a brand-new visa. The intake identifies this as a work-authorization request, not a fresh application.
Prospective student without a sponsor yet
Someone is exploring a student visa but hasn't secured a school or program sponsor able to issue an I-20 or DS-2019. The intake flags the missing sponsor so you know the case isn't ready for a paid consultation yet.
Wrong practice area entirely
A lead is actually asking about a work visa or family petition, not a student or exchange program matter. The intake catches this mismatch early instead of routing the person into your student visa consultation calendar.
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
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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
Student and Exchange Visas lead-intake FAQs
How does the intake separate F-1, M-1, and J-1 matters from other immigration categories?
The first two questions confirm the lead is actually seeking a student or exchange visa (including F-2/J-2 dependents) and that the issue relates to studying, training, or an exchange program rather than work, family, or asylum matters. Leads answering no to either are scored lower so they don't take up consultation time meant for student visa cases.
What happens when a lead reports a SEVIS termination or prior visa denial?
The intake asks directly about denials, SEVIS terminations, overstays, or other issues that could affect the person's ability to get or keep student/exchange status. Because this carries meaningful weight in the scoring, these leads surface clearly so you can review the history before the consultation instead of during it.
Can the intake tell if someone already has a school sponsor before they book time with us?
Yes. One question asks whether the prospective client has or can get a sponsor able to issue an I-20 or DS-2019. Without a sponsor, a case usually isn't ready to move forward, and the intake reflects that in the lead's score.
Does the intake ask about ability to pay before a consultation is offered?
Yes, the intake includes a direct question on whether the prospective client can cover legal fees and any government filing costs. This lets you weigh financial readiness alongside the visa details before deciding to offer time.
How does this intake avoid pulling in H-1B or other work visa leads by mistake?
Because the second question specifically excludes work visa, family petition, asylum, and criminal matters, leads describing an H-1B, L-1, or TN situation instead of a student/exchange case score lower and can be routed to the appropriate practice area rather than booked as a student visa consultation.
What if a lead needs help with OPT or CPT rather than a brand-new visa application?
The intake includes a question covering applications, extensions, transfers, reinstatement, and work permission tied to status, such as CPT, OPT, or Academic Training. That answer tells you the request type upfront so you can prepare the right consultation instead of assuming it's a new filing.
Turn student and exchange visas visitors into qualified cases
Give every student and exchange visas visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.