IMMIGRATION INTAKE

Collect the information you need. Once.

Send personalized questionnaires to clients, collect structured responses and supporting documents, and turn intake into usable matter data without managing another chain of emails.

O-1A Case Intake

Emeka Okafor

In progress

Questionnaire

Personal information
Employment
Professional history
Awards & recognition
Publications
Supporting documents

Section 4 of 6

Awards & recognition

67% complete

Yes
No
Describe the award, organization that issued it, selection criteria, and date received...
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THE PROBLEM

Intake should not begin with an empty inbox.

Immigration intake often starts the same way: send the client a list of questions, wait for a response, follow up on missing information, and then spend more time organizing what came back.

Important information ends up spread across email threads, attachments, Word documents, and notes. Your team then has to turn all of that into something the rest of the matter can actually use.

Immiro moves that work into one structured intake workflow.

FROM QUESTIONNAIRE TO MATTER DATA

A better way to get information into the case.

Build the intake once, send it directly to the client, and let Immiro organize the response into the matter your team is already working on.

01

Build

Create a reusable questionnaire with the questions and information your practice needs.

02

Personalize

Tailor the intake to the matter and client instead of sending the same generic form every time.

03

Send

Send the questionnaire directly from the matter and give the client a simple way to respond.

04

Review

Responses come back as structured matter data your team can use throughout the case.

SEND IN ONE CLICK

Get the right questionnaire to the right client.

Choose the questionnaire, select the client, and send it directly from the matter. Personalize the message without leaving your workflow.

Send questionnaires directly from a matter
Reuse questionnaires across similar case types
Personalize instructions for each client

Send questionnaire

Send intake directly to your client

Emeka Okafor

emeka@example.com

O-1A Case Intake
42 questions
Please complete this questionnaire with as much detail as possible. Your responses will help us prepare your case.

The client receives a secure link to complete the questionnaire.

Send questionnaire

O-1A Case Intake

Questionnaire builder

42 questions

Sections

Personal information
Employment
Professional history
Awards & recognition
Publications

Awards & recognition

Questions

1

Current employment

Short answer

Required
2

Professional awards

Long answer

Required
3

Publications

File upload

4

Speaking engagements

Multiple choice

+ Add question

BUILD YOUR OWN

Your intake should reflect your practice.

Create questionnaires around the information your attorneys actually need. Use different questions for different case types, and reuse the structures that work.

Custom questionnaires

Build intake around the information your practice actually needs. Add your own questions, instructions, and fields instead of forcing every matter through a generic form.

Conditional questions

Show clients only the questions that apply to them. Use previous answers to determine what they see next.

STRUCTURED FROM THE START

Stop turning client answers into case data by hand.

When the client completes the questionnaire, their answers become part of the matter. Your team can work from organized information instead of reconstructing the case from scattered responses.

Client responses stay attached to the matter
Information is organized by field instead of email thread
The same matter data can support later drafting and analysis

Matter information

O-1A · Emeka Okafor

Full legal nameEmeka Chinedu Okafor
Current employerMeridian Technologies
Job titlePrincipal Software Engineer
Years of experience11 years
Awards3 provided
Publications7 provided

BUILT FOR REAL INTAKE

Everything you need to collect a complete case.

Custom questionnaires

Build intake around the information your practice actually needs. Add your own questions, instructions, and fields instead of forcing every matter through a generic form.

Conditional questions

Show clients only the questions that apply to them. Use previous answers to determine what they see next.

File uploads

Request supporting documents as part of intake when you already know what you need from the client.

Structured responses

Turn client answers into organized matter data instead of leaving important information buried in email threads and attachments.

INTAKE IS JUST THE START

The information you collect should keep working after intake.

Immiro carries the information collected during intake into the rest of the matter. Use it alongside evidence for case intelligence, then use the same matter context when drafting legal documents.

Start every matter with better information.

Give clients a better way to provide the information your team needs, and give your team a structured foundation for the work that follows.