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Immigration AI Strategy Intake

This takes about 5–8 minutes. Answer as specifically as you can — the more detail you give us, the better your system will be. Everything else gets handled on your kickoff call.

What is the full legal name of your firm?

What is your primary attorney's full name?

What is your firm's main phone number?

What is your firm's main email address?

What city and state is your firm based in?

How many paralegals or support staff handle intake and document prep?

How many paralegals or support staff handle intake and document prep?
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What is your paralegal's name?

What is the average value of a new case or client to your firm?

What is the average value of a new case or client to your firm?
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What are your top 3 most common case types — ranked by volume?Example: "1. Removal defense 2. Asylum 3. DACA renewals." This determines which templates and tools we build first

Which other case types does your firm handle? Select all that apply.

Which other case types does your firm handle? Select all that apply.
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What percentage of your clients are Spanish-speaking?

What percentage of your clients are Spanish-speaking?
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Checkboxes: Where are most of your leads currently coming from? (select all that apply)

Checkboxes: Where are most of your leads currently coming from? (select all that apply)

What are the top 3 countries of origin for your clients?Example: "Mexico, Guatemala, El Salvador." Used for the bilingual translator and country conditions research tool.

Please paste your firm's About Us page, bio, or a short description of your firm.Used to configure your Custom-Branded AI Assistant. If you don't have one written, describe your firm in a few sentences — what you focus on, your approach, what makes you different.

How would you describe your firm's tone with clients?

How would you describe your firm's tone with clients?
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What name should your AI assistant use when responding to clients?Example: "Maria from Martinez Law" or just your firm name.

What Spanish address style do you prefer for client communications?

What Spanish address style do you prefer for client communications?
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Are there any words, phrases, or topics your AI tools should never use?

What questions do you currently ask every new client during intake? List them all.This is how we build your AI intake form. Include everything — even basic questions like name, date of birth, and case type.

Which documents does your firm draft most frequently? Select all that apply.

Which documents does your firm draft most frequently? Select all that apply.
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Please share 2–3 examples of documents your firm currently uses. (Google Drive link or paste text directly)

What documents do you typically request from clients for your top 3 case types?Example: "Removal: ID, court notices, proof of family ties, employment letters. Asylum: personal statement, evidence of persecution, country conditions." Used to build your Case Checklist Generator.

You're all set. Your strategy call is the next step — if you haven't booked it yet, go back to your portal and lock in your spot now. We'll review everything you've shared before the call so we can come prepared with a clear plan for your firm. See you soon.

What is your Calendly link or booking tool link? Connected to your missed call text-back and no-show re-engagement automations.

What are your consultation availability hours?Example: "Mon–Fri 9am–5pm Central. Saturday 10am–1pm by request." Your AI receptionist tells callers this.

What would you like your missed call text-back to say? We'll write a professional version for you — but share your preferred wording if you have it. Should include your firm name and booking link. Leave blank and we'll handle it.

Please share your Google Drive folder link or the email address to grant us access(We store all case summaries, document outputs, and monthly reports here).

What is the single biggest problem in your firm's intake or document process right now? be direct. Example: "We miss too many calls and lose leads." or "Drafting documents takes 3+ hours and we have 20 cases this month." This shapes everything we prioritize.

That's it. You're done.

Your Account Lead will review your responses within 24 hours and confirm receipt in your Slack channel. Everything else — judge names, portal branding, AI receptionist script, and Scale Plus specifics — gets handled on your kickoff call.

Avalanche Acquisitions — Immigration AI Division