Built for immigration firms first
9 immigration workflow packs and 7 questionnaires in English and Spanish, inside the same platform as your reception, intake and client portal. Your attorneys set the legal requirements.
§ 1Why immigration
Why immigration comes first.
LegalBook launches with one practice area modeled deeply rather than a blank workflow builder. Immigration work fits the platform well:
Process-heavy
The same kinds of matters repeat, step by step, and standard work pays off.
Document-heavy
Identity documents, civil documents, evidence and translations, requested, checked and followed up.
Multilingual
Many clients prefer Spanish or another language, on the phone and in writing.
Deadline-driven
Notices set dates that cannot be missed, and each one needs an attorney’s eye.
§ 2Workflow packs
The 9 workflow packs.
Each pack is a production framework: required facts, evidence categories, questionnaires, document requests, production tasks, QA checklists, attorney review gates, signature and filing stages, receipt follow-up and closeout. Across the packs there are 96 attorney review gates.
01
Immigration consultation intake
From a new immigration prospect to a signed engagement (or a documented decline).
- Attorney gates
- 6
- Production tasks
- 10
- QA checklists
- 3
02
Family-based petition
Production framework for a family-based petition.
- Attorney gates
- 13
- Production tasks
- 18
- QA checklists
- 9
03
Adjustment of status
Production framework for an adjustment-of-status application.
- Attorney gates
- 15
- Production tasks
- 18
- QA checklists
- 9
04
Naturalization
Production framework for naturalization.
- Attorney gates
- 14
- Production tasks
- 18
- QA checklists
- 8
05
Consular processing
Production framework for immigrant-visa consular processing after an approved petition.
- Attorney gates
- 14
- Production tasks
- 18
- QA checklists
- 8
06
Humanitarian / asylum support
Restricted production framework for humanitarian matters.
- Attorney gates
- 14
- Production tasks
- 19
- QA checklists
- 9
07
RFE / NOID response
Scenario started by a verified request-for-evidence / intent-to-deny type notice.
- Attorney gates
- 9
- Production tasks
- 13
- QA checklists
- 8
08
Biometrics / interview preparation
Scenario started by a verified biometrics, interview or hearing notice.
- Attorney gates
- 7
- Production tasks
- 7
- QA checklists
- 3
09
Matter closeout
Closing a matter: a closeout checklist with QA, a balance review and a closing letter the attorney approves, and the return of original documents. Closing stays an attorney action.
- Attorney gates
- 4
- Production tasks
- 4
- QA checklists
- 1
§ 3Questionnaires
7 questionnaires, in English and Spanish.
Staff run them during a call, or a client completes them in the portal. They collect self-reported facts for the legal team and do not decide eligibility. A firm clones one and publishes it after an attorney signs it off.
Immigration consultation intake
Admisión para consulta de inmigración
Pre-consultation intake taken by reception/intake staff or completed by the prospective client in the portal. Collects identity, contact, household, immigration history and goals. It does not determine eligibility; flagged answers route the intake to an attorney.
Adjustment of status questionnaire
Cuestionario de ajuste de estatus
Client questionnaire for an adjustment applicant: identity, entries and status history, addresses, employment, family and background questions. Self-reported facts for the legal team; it does not decide eligibility.
Before your appointment: what has changed
Antes de su cita: qué ha cambiado
Short client questionnaire before a biometrics or interview appointment: changes since the case was filed (address, employment, travel, marital status, children, arrests or citations) and whether an interpreter is needed.
Family petition questionnaire
Cuestionario de petición familiar
Client questionnaire for a family-based petition: the petitioner (the client) and the relative being petitioned for — identity, status, marriages, addresses and the relative's entries. Collects self-reported facts for the legal team; it does not decide eligibility.
Humanitarian case questionnaire
Cuestionario de caso humanitario
Restricted client questionnaire for humanitarian matters: identity, family, travel and arrival history. It deliberately does not ask about the harm suffered — that account is taken by the attorney in a private interview. Every answer is restricted.
Immigrant visa questionnaire
Cuestionario de visa de inmigrante
Client questionnaire for the immigrant visa application through a consulate: identity, addresses since age 16, employment, family, prior U.S. travel and background questions. Self-reported facts for the legal team; it does not decide eligibility.
Naturalization questionnaire
Cuestionario de naturalización
Client questionnaire for naturalization: residence, trips abroad, employment and schools, marital history, children, background and tax questions. Self-reported facts for the legal team; it does not decide eligibility.
§ 4Notices and deadlines
Notices, responses and appointments.
A notice is matched to its matter and verified by staff. From a verified notice, the deadline it sets is proposed and then verified by an attorney: the platform never computes a filing deadline on its own authority.
- RFE and NOID responses: attorney alert, evidence-gap review, response strategy, response packet with QA and attorney approval, submission with proof
- Biometrics and interview preparation: appointment confirmation, an update questionnaire, documents to bring and a preparation meeting
- Deadlines verified by an attorney, with reminders and at-risk flags
- Filings approved by an attorney, submitted with proof, and receipted
§ 5Clients
Clients see progress in plain language.
Matter milestones reach the client portal only with a client-safe label, in English or Spanish. Clients upload documents into the request that asked for them, and translation requests become work for a qualified translator.
§ 6Boundary
Your attorneys own the law.
The packs are a production framework. Every pack is marked as requiring attorney review: the legal requirements in it are reviewed, approved and configured by your attorneys before it is activated, and eligibility, strategy and filing decisions are attorney gates.
LegalBook gives no legal advice and is not a law firm. It is not affiliated with, or endorsed by, any government agency.
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