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Free Immigration Legal Intake Template

Collect nationality, current status, visa history and the goal of an immigration matter so an attorney can assess routes before advising.

~9 min to complete
status & history
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Quick answer

Captures nationality, current status, visa history and the client's goal so an immigration attorney can evaluate viable routes before giving advice.

Disclaimer: this page is for process reference only and is not legal advice. Immigration eligibility and deadlines depend on current rules; consult a qualified immigration attorney.

Methodology: fields follow common immigration case intake; adapt categories to current programme rules.

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About this template

Immigration cases turn on status, history and timing. This intake form captures nationality, current visa or residency status, past applications and the client's goal, so an immigration attorney can identify the viable routes before giving advice.

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Sample form preview (live - fill it in to see responses).

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

Personal status

Nationality and current visa or residency.

2

Application history

Prior filings, approvals or refusals.

3

Case goal

Work, study, family or residence.

4

Timing

Deadlines and travel plans.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it for your immigration intake.

2

Client details status

They enter nationality, history and goal.

3

Attorney reviews routes

Identify viable options.

4

Advise next steps

Explain documents and deadlines.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Immigration lawyers

Assess routes at first contact.

2

Advisers

Gather complete case histories.

3

Clients

Present status and goal clearly.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version lets you customize every field.

  1. Your nationality
  2. Current visa or residency status
  3. Any previous applications or refusals? (open)
  4. What are you aiming for — work, study, family or residence? (choice)
  5. Any deadlines or travel dates to plan around? (open)
  6. Dependants included in the case? (open)
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Frequently Asked Questions

Does this decide my visa eligibility?
No — it collects the facts so an immigration attorney can assess routes; eligibility depends on current rules.
Why does application history matter?
Past refusals and filings often affect which routes are open, so a complete history helps the assessment.
Can it cover family and work cases?
Yes — the goal field spans common immigration categories.
Is it free to reuse?
Yes. Copy it into your FormLM workspace for each client.
Is my status information private?
It collects in the firm's private workspace; handle per confidentiality and data rules.
Why capture timing and deadlines?
Immigration is deadline-driven; recording dates early avoids missing windows.

Map the immigration routes from the start

Copy it, capture the case and assess routes — free.