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Client Intake · Pro

Immigration Law Firm New Client Intake Form

Collect personal details, immigration status, visa information, and case background from new clients with this professional immigration law intake form.

Use This Template Free Preview

Teal theme

formbuilder.ai/f/immigration-law-firm-new-client-intake-case-information-form

Immigration Law Firm New Client Intake & Case Information Form

Full Legal Name

· · ·

Email Address

· · ·

Phone Number

· · ·

Submit

The Immigration Law Firm New Client Intake & Case Information Form is designed to help immigration attorneys and legal teams efficiently gather all critical information from prospective clients during the onboarding process. It captures personal details, current immigration status, visa type, entry history, prior denials, and pending applications in a single organized form.

This template is ideal for immigration lawyers, paralegals, and legal aid organizations that handle cases involving visas, green cards, asylum, deportation defense, and more. By standardizing the intake process, your team can quickly assess each client's situation and prepare for consultations without back-and-forth communication.

Using a digital intake form reduces administrative overhead, ensures no critical detail is missed, and allows clients to submit their information securely before their first appointment. Customize the form to match your firm's specific practice areas and compliance requirements, making every new client engagement smoother and more professional.

4 Pages

29 Questions

~10min To complete

Free No credit card needed

Field types Short Text ×5 Yes / No ×5 Dropdown ×4 Long Text ×4 Date ×3 File Upload ×2 Full Name Email Phone Address termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Personal Information 9 questions

Personal Information

1 Full Legal Name * Full Name

2 Email Address * Email

3 Phone Number * Phone

4 Date of Birth * Date

5 Current Residential Address * Address

6 Country of Birth * Short Text

7 Country of Citizenship * Short Text

8 Marital Status * Dropdown

9 Alien Registration Number (A-Number), if applicable Short Text

Page 2 Immigration Case Details 8 questions

Immigration Case Details

1 Type of Immigration Service Needed * Dropdown

2 Please briefly describe your immigration situation and what you need help with * Long Text

3 Current Immigration Status * Dropdown

4 Current Visa Type, if applicable (e.g., H-1B, F-1, B-2) Short Text

5 Date of Last Entry into the United States Date

6 Have you ever been denied a visa or immigration benefit? * Yes / No

7 If yes, please provide details about the denial Long Text

8 Do you have any pending immigration applications or cases? * Yes / No

Page 3 Legal History & Background 7 questions

Legal History & Background

1 Have you ever been arrested, charged, or convicted of a crime in any country? * Yes / No

2 If yes, please provide details including dates, charges, and outcomes Long Text

3 Have you ever been placed in removal (deportation) proceedings? * Yes / No

4 Have you ever been ordered removed or deported from the United States? * Yes / No

5 If yes to either of the above, please explain the circumstances Long Text

Supporting Documents

6 Upload a copy of your passport (photo page) File Upload

7 Upload any relevant immigration documents (visa, I-94, approval notices, denial letters, etc.) File Upload

Page 4 Referral, Consent & Signature 5 questions

How Did You Hear About Us?

1 Referral Source Dropdown

2 If referred, please provide the name of the person or organization Short Text

Consent & Authorization

By signing below, I confirm that the information provided in this form is true and accurate to the best of my knowledge. I understand that this form does not establish an attorney-client relationship. All information submitted will be kept strictly confidential in accordance with attorney-client privilege.

3 I have read and agree to the Privacy Policy and consent to the collection and use of my personal information for the purpose of evaluating my immigration case. * termsandconditions

4 Client Signature * Signature

5 Date of Signature * Date

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.