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.
See how it works in 60 secondsFrom visa intake to completion in under a minute — describe it to Claude, your client uploads passports and supporting docs, you get notified.
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
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
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
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
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 and conditional fields that appear based on earlier answers.
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.
Professional
or $190/year — 2 months free
- 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
Free for up to 10 clients. Set up in 2 minutes. No credit card.
Frequently Asked Questions
Got questions? We've got answers.
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.
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.
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.
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.
Yes! You can use Intake for free with up to 10 clients. When you need to add more, upgrade to our Professional plan at $19/month for unlimited clients and all features.
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 Free10 clients free forever. No credit card.