Who this is for
Boutique immigration consultants and small legal-service teams.
Current broken workflow
Prospects arrive through calls, web forms, WhatsApp, referrals, and email. Staff repeatedly ask the same questions, chase documents, and manually assemble case notes before the consultant can judge fit.
Why it costs money or time
High-intent leads wait too long, low-fit inquiries consume staff time, and missing-document follow-up becomes a second job.
Proposed agent flow
- Capture call, form, email, or message into one intake queue.
- Classify pathway: study, work, PR, visitor, family, employer, urgent deadline.
- Ask approved follow-up questions and build a structured intake profile.
- Compare required documents against the chosen pathway checklist.
- Draft a reply and internal case brief for human review.
- Create follow-up tasks when documents or signatures are missing.
Human approval points
- No legal advice is sent without consultant approval.
- Low-confidence pathway classification is escalated.
- All external replies are review-first during launch.
Tools to connect
Website forms, Gmail/Outlook, calendar, Drive/Dropbox, CRM or spreadsheet, WhatsApp/SMS where available.
What ships in 10 days
Intake queue, approved FAQ/knowledge base, document checklist agent, consultant review view, follow-up reminders, daily operator digest, audit log.
What not to automate
Legal judgment, eligibility promises, document authenticity decisions, and final submission advice.