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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 secondsThree simple steps to organized case files
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.
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.
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.
Built for busy immigration attorneys and consultants who value their time
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation for common formats.
Upload any PDF. Intake detects existing form fields or lets you place your own. Add signature fields. Clients fill and sign in the browser.
Upload a document, and our AI instantly knows if it's a passport, birth certificate, employment letter, or financial statement. No manual labeling needed.
Set it and forget it. Clients get gentle email reminders until everything is complete.
Clients fill forms and upload documents from any device. Snap photos directly from their phone.
REST API, webhooks, and native MCP server. Let Claude, GPT, or your custom agent manage the entire intake workflow programmatically.
Add your logo and brand colors. Clients see your brand on the portal and every email — not ours. Build trust from the first click.
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
Preview PDFs, images, and signed documents right in your browser. No downloading needed — review everything in one place.
One plan. Everything included. No surprises.
Set up in 2 minutes. No credit card.
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 3 clients. When you need to add more, upgrade to our Professional plan at $49/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.
Your clients have the documents. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free3 clients free forever. No credit card.