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.

Send Your First Request Free

Set up in 2 minutes. No credit card required.

See how it works in 60 seconds
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
  • Generic emails clients ignore

With Intake

  • One link for questionnaire AND documents
  • Fillable petition forms with e-signatures — no printing needed
  • AI identifies passports, birth certificates, letters automatically
  • Preview documents in-browser without downloading
  • You control when requests close — reopen anytime
  • Your firm's logo and colors on the portal and every email

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. Upload fillable petition forms for client completion and e-signature. Add a document checklist for passports, supporting letters, and financial documents.

  • Drag-and-drop form builder
  • Fillable PDFs with e-signature fields
  • 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, sign petition forms, upload passport pages and supporting documents, and see their progress. Works 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.

  • Preview PDFs and images without downloading
  • 95%+ document classification accuracy
  • Create new checklist items from unrequested uploads
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.

Fillable PDF Forms

Upload any PDF. Intake detects existing form fields or lets you place your own. Add signature fields. Clients fill and sign in the browser.

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.

API & AI Agent Ready

REST API, webhooks, and native MCP server. Let Claude, GPT, or your custom agent manage the entire intake workflow programmatically.

Your Brand, Front & Center

Add your logo and brand colors. Clients see your brand on the portal and every email — not ours. Build trust from the first click.

Bank-Level Security

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

In-Browser Document Preview

Preview PDFs, images, and signed documents right in your browser. No downloading needed — review everything in one place.

Simple, Transparent Pricing

One plan. Everything included. No surprises.

Most Popular

Professional

$49 /month
  • Unlimited requests
  • Unlimited clients
  • Custom form builder
  • Fillable PDF forms & e-signatures
  • AI document classification
  • In-browser document preview
  • Deal & multi-party management
  • Automated email reminders
  • Branded client portal & emails
  • Reusable templates
  • REST API, webhooks & MCP server
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.