← Client Intake Summarizer·Immigration practice guide
Immigration

Client Intake Summarizer for immigration attorneys

For immigration attorneys and staff turning a consult's worth of biographical and status history into the structured record a USCIS filing actually requires.

Worked example

Raw notes in

consult w/ [CLIENT], [DATE]
entered US on [ENTRY DATE] on F-1 student visa, [UNIVERSITY]
graduated [GRAD DATE], now on OPT, expires [OPT EXPIRATION]
employer [EMPLOYER] wants to sponsor H-1B, cap-subject
prior status: none, no overstays, no criminal history
married to [SPOUSE], [SPOUSE] is US citizen
asked whether to pursue H-1B through employer or marriage-based AOS
lottery registration deadline is [DEADLINE]

Structured output

Matter: Status determination — F-1/OPT to H-1B or marriage-based AOS
Client: [CLIENT] | Current status: OPT, expires [OPT EXPIRATION]
Key facts: employer-sponsored H-1B available (cap-subject); spouse is US citizen; clean immigration history
Deadline: H-1B lottery registration — [DEADLINE]
Open questions: timeline preference given OPT expiration; marriage bona fides documentation available?
Next step: file H-1B registration as backstop; evaluate AOS eligibility in parallel

Why this matters here

Immigration filings live or die on getting client-provided facts onto the right government form correctly and consistently — and doing that by hand, under deadline pressure, is where duplicate versions and clerical errors creep in.

“Multiple versions of the forms start to exist, and you have to painstakingly reconcile them, retyping whole pages in the process, while you're on a sometimes literal life-or-death time crunch for a client, and small clerical mistakes can have massive consequences.”

Try it:

Client Intake Summarizer →