Visa Deadlines Are Stressful Enough

Stop Chasing Clients for
Passports & Supporting Docs

Send one link. Clients upload passports, birth certificates, employment letters, and photos. AI organizes everything. You get notified when they're done.

Set up in 2 minutes. No credit card required.

Watch the Magic
Send Link
One click
Visa Application
Full Name
John Smith|
Documents
Passport Uploaded
Employment Letter Uploaded
Bank Statements Uploaded
Client Completes
No account needed
AI Classifies
Automatically
Done!
You're Notified
Ready to work
Request Progress 0%

The Old Way vs. Intake

The Old Way

  • Endless email threads asking for passport copies and letters
  • "Can you send a higher quality scan?"
  • Documents in different languages, formats, and sizes
  • Clients overseas, different time zones, delays compound
  • Files scattered across email, WhatsApp, and cloud storage

With Intake

  • One link for questionnaire AND documents
  • Custom intake forms with built-in validation
  • AI identifies passports, birth certificates, letters automatically
  • Real-time dashboard shows what's received
  • Get notified when everything's complete

How It Works

Three simple steps to organized case files

1

Build Your Case Request

Create custom immigration questionnaires with our drag-and-drop builder. Add a document checklist for passports, supporting letters, and financial documents. Combine both in a single client request.

  • Drag-and-drop form builder
  • Built-in validation (dates, phone, email)
  • Reusable case templates by visa type
  • Document request checklists
New Client Request
Intake Form
Immigration Questionnaire 5 fields
Required Documents
Passport (all pages)
Employment Letter
Degree Certificate
2

Client Completes Everything

Your client receives a simple link - no account needed. They fill out your questionnaire, upload passport pages and supporting documents, and see their progress. Works beautifully on any device, anywhere in the world.

  • No login required for clients
  • Forms and uploads in one place
  • Mobile-friendly with camera capture
Client Portal
Patel - H-1B Application
Progress 2/4
Immigration Questionnaire
Completed
Documents:
Passport (all pages) Uploaded
Employment Letter Waiting...
Degree Certificate Waiting...
Tap to upload or snap a photo
3

Everything Organized

Form responses are saved instantly. Documents are automatically classified by AI - passports, birth certificates, letters, financial statements. Watch progress in real-time and get notified when everything's complete.

  • Questionnaire responses viewable instantly
  • 95%+ document classification accuracy
  • Completion notifications
Request Progress 100% Complete
Immigration Questionnaire
Name: Raj Patel Passport #: ***456789 Email: raj@email.com
Documents 3/3
Passport
AI Verified
Employment Letter
AI Verified
Degree Certificate
AI Verified

Everything Immigration Pros Need

Built for busy immigration attorneys and consultants who value their time

Drag & Drop Form Builder

Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation for common formats.

AI Document Classification

Upload a document, and our AI instantly knows if it's a passport, birth certificate, employment letter, or financial statement. No manual labeling needed.

Automated Reminders

Set it and forget it. Clients get gentle email reminders until everything is complete.

Mobile-Friendly Portal

Clients fill forms and upload documents from any device. Snap photos directly from their phone.

Reusable Templates

Create form templates once, reuse them for every client. Clone requests to save time.

Bank-Level Security

256-bit encryption protects your clients' sensitive documents and information in transit and at rest.

Simple, Transparent Pricing

One plan. Everything included. No surprises.

Most Popular

Professional

$49 /month
  • Unlimited requests
  • Unlimited clients
  • Custom form builder
  • AI document classification
  • Automated email reminders
  • Professional client portal
  • Reusable templates
Start Collecting Case Documents

Set up in 2 minutes. No credit card.

Frequently Asked Questions

Got questions? We've got answers.

How accurate is the AI document classification for immigration documents?

Our AI correctly identifies immigration document types (passports, birth certificates, employment letters, financial statements) over 95% of the time. For the rare cases it's unsure, it flags the document for your quick review rather than guessing wrong.

Do my clients need to create an account?

No! Clients simply click the link you send them and start uploading. No account creation, no password to remember. This is especially important for clients overseas who may have limited tech access.

Is my clients' immigration data secure?

Absolutely. We use 256-bit encryption for all data in transit and at rest. We never share or sell data. Sensitive immigration documents are stored securely and you control retention policies.

Can I create custom questionnaires for different visa types?

Absolutely! Our drag-and-drop form builder lets you create custom questionnaires for H-1B, L-1, green cards, and more. Built-in validation handles dates, phone numbers, and email addresses. Save forms as templates for each visa type.

Is there a free plan?

Yes! You can use Intake for free with up to 3 clients. When you need to add more, upgrade to our Professional plan at $49/month for unlimited clients and all features.

Do you integrate with case management software?

Absolutely. We dedicate significant resources to integrating with the immigration case management systems you use. Use the feedback button to submit your integration request and we'll prioritize getting it done.

Visa Deadlines Wait for No One

Your clients have the documents. Set up Intake in 2 minutes and send your first request today.

Send Your First Request Free

3 clients free forever. No credit card.