Client Intake Process: Setting Up for Success

Purpose of Intake

A proper intake process:

• Gathers necessary information
• Identifies red flags early
• Sets clear expectations
• Documents the client relationship

Initial Consultation Structure

Before Meeting

• Provide preliminary information about your services
• Explain that you are not an attorney
• Offer disclosure documents for review

During Meeting

• Listen to client's situation
• Take notes on key facts
• Identify potential red flags
• Explain your scope of services
• Answer procedural questions only
• NOT assess eligibility

Red Flag Screening

During intake, listen for:

• Criminal history mentions
• Prior immigration issues
• Complex family situations
• Pending legal matters

If red flags appear, explain that the situation requires attorney consultation.

Information Collection

Collect information systematically:

• Biographical data
• Immigration history
• Family information
• Employment history (if relevant)
• Document inventory

Setting Expectations

Clearly communicate:

• What services you provide
• Timeline expectations (you cannot control USCIS)
• Fee structure
• Communication methods
• What you CANNOT do

Intake Checklist

Consider creating a standard intake checklist: ☐ Client identification verified ☐ Non-attorney disclosure provided ☐ Service agreement signed ☐ Fee agreement signed ☐ Initial information collected ☐ Red flag screening completed ☐ Attorney referral made if needed ☐ Next steps communicated