TN Professionals intake that captures job offer and degree match up
Prospective TN clients answer questions on citizenship, job offer details, and degree credentials before they ever land on your calendar, with employment letters and diplomas collected in the same session.
The exact intake your tn professionals leads complete
This is the real 7-question guided intake for TN Professionals — the same flow your customers finish before you ever pick up the phone.
What a qualified tn professionals lead should tell you
TN Professionals covers USMCA-based temporary work authorization for Canadian and Mexican citizens with a qualifying degree and a specific U.S. job offer in a listed profession such as engineering, accounting, or teaching.
- Citizen Canada Or Mexico
- Job Offer Profession That
- Have U.S. Job Offer
- Have Required Degree Or
- Be Working In United
- In United States Without
- Ever Been Arrested, Charged,
The questions your team needs answered
Every tn professionals intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you a citizen of Canada or Mexico? | TN status is only available to citizens of Canada and Mexico, so a 'no' here disqualifies the applicant from this visa category entirely. |
| Is your job offer for a profession that is eligible for TN status (for example, engineer, accountant, scientist, or teacher)? | The job offer must fall within a listed TN profession, so a 'no' signals the lead likely needs a different visa strategy rather than TN. |
| Do you have a U.S. job offer or written employment letter from a U.S. employer for a specific role? | A specific written U.S. job offer is a legal requirement for TN status, making this one of the strongest indicators of a real, filing-ready case. |
| Do you have the required degree or credentials for that TN profession? | Without the required degree or credential, the profession match on its own isn't enough to support a TN petition. |
| Will you be working in the United States only temporarily (not moving permanently right now)? | TN status requires nonimmigrant intent, so an applicant planning permanent relocation may need a different immigration path. |
| Are you currently in the United States without lawful status or after overstaying a prior stay? | Current unlawful presence changes the strategy and risk profile significantly, so it's flagged as a lower-fit signal rather than hidden until the consultation. |
| Have you ever been arrested, charged, or convicted of a crime in any country? | A prior arrest or conviction can affect admissibility, so surfacing it up front lets the attorney decide whether to proceed before offering time. |
How Cliont scores tn professionals leads
Every answer is weighted automatically — no manual review required.
Value signals
- Citizen Canada Or Mexico: yes
- Job Offer Profession That: yes
- Have U.S. Job Offer: yes
- Have Required Degree Or: yes
- Be Working In United: yes
Lower-fit signals
- In United States Without: no
- Ever Been Arrested, Charged,: no
See the lead your team receives
TN Professionals 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 tn professionals workflows
| Cliont capability | TN Professionals application |
|---|---|
| Conditional scoring logic | Weighs citizenship, profession eligibility, job offer, and degree match together, so a lead missing any one of these lands lower in the queue instead of looking identical to a fully qualified TN match. |
| Document capture in the intake flow | Collects the signed U.S. job offer letter and degree or credential proof in the same session as the qualification questions, so nothing is missing when the lead reaches your CRM. |
| Lower-fit flagging | Surfaces unlawful presence and prior arrest or conviction answers directly on the lead record, so those matters are visible before you decide whether to offer a consultation. |
| CRM routing | Sends only leads with a confirmed job offer, matching profession, and eligible citizenship into your CRM as TN-ready matters, rather than every general immigration inquiry. |
Common tn professionals lead scenarios
Canadian engineer with signed offer
A Canadian citizen with a matching engineering degree and a written offer from a U.S. employer for temporary work scores as high value and routes straight to your CRM.
Job offer without matching credentials
A Mexican applicant has a U.S. employer offer but cannot confirm the required degree for the profession, which the intake flags for a closer look before a consultation is booked.
Applicant overstayed a prior visa
The intake asks directly about unlawful presence, and a 'yes' here lowers the score so you can decide whether the matter fits your practice before offering time.
Prior arrest disclosed on intake
A criminal history disclosure is a lower-fit signal in the scoring, letting you review the record before deciding whether to proceed rather than finding out mid-consultation.
Not a Canadian or Mexican citizen
An applicant from a non-NAFTA country who is asking about TN status specifically fails the citizenship question, which the intake surfaces so the lead can be redirected to the right visa category instead.
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
TN Professionals lead-intake FAQs
Does the intake confirm citizenship before anyone books a consultation?
Yes. The first question asks whether the applicant is a citizen of Canada or Mexico, since TN status is only available to those two nationalities, and a 'no' answer lowers the score immediately.
What happens if the applicant's profession isn't on the TN list?
The intake asks whether the job offer is for a TN-eligible profession such as engineer, accountant, scientist, or teacher, and a 'no' response scores lower so you can route the lead to a different visa category before offering time.
Can the intake catch applicants with unlawful presence or a criminal record?
Yes. Both are direct catalog questions and are scored as lower-fit signals, so those answers surface clearly on the lead card instead of coming up for the first time during a consultation.
What documents does Cliont collect for TN matters?
The intake is built to gather the U.S. employer's job offer letter and proof of the applicant's degree or credentials alongside the qualification questions, so both are attached to the lead before you review it.
How does a job offer without the right degree get scored?
A confirmed job offer carries real weight, but a missing or mismatched degree lowers the overall score, since both are required for TN eligibility and the catalog weights them separately.
Does this intake distinguish temporary intent from permanent relocation?
Yes, the intake asks whether the applicant plans to work in the U.S. only temporarily, since TN status requires nonimmigrant intent, and answering 'no' here is treated as a lower-value signal.
Turn tn professionals visitors into qualified cases
Give every tn professionals visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.