Legal — Immigration Consultation Intake
Inbound immigration inquiry. Captures visa type, current status, and deadline sensitivity before attorney scheduling.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Ask immediately if they're in removal/deportation proceedings — drives urgency and deadline.
urgent“Are you currently in removal or deportation proceedings, or have you received any notice from immigration court?”
Field: In removal proceedings
Ask about upcoming court dates or filing deadlines — missing these can be fatal to the case.
urgent“Do you have any upcoming court dates or filing deadlines?”
Field: Upcoming court or filing deadline
Ask about their current status — this determines the entire case strategy.
urgent“Can you tell me your current immigration status — for example, do you have a visa, a green card, or are you undocumented?”
Field: Current immigration status
Ask if they'd prefer the consultation in another language — we may have bilingual attorneys.
important“Would you prefer the consultation in English or another language?”
Field: Preferred language for consultation
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Promise case approval or specific outcomes.
Give legal advice on status before attorney review.
Ask about or record social security numbers over the phone.
Advise on whether to attend a court hearing without attorney guidance.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm callback number
- Schedule attorney consult
- Advise bring all documents
- Send intake packet
Then creates a service request with:
- Caller name
- Callback number
- Current immigration status
- Type of case (family / employment / asylum / removal)
- Country of origin
- In removal proceedings
- Upcoming court or filing deadline
- Prior or current attorney
- Petitioner or beneficiary
- Family members on same case
- Prior denials or RFEs
- Preferred language for consultation
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