Attorney time interrupted
Initial inquiries compete with the focused work that only the attorney can do.
Backed byAI Receptionist & Client Intake for Immigration Lawyers Immigration intake,
AI Receptionist & Client Intake for Immigration Lawyers Immigration intake,
less chasing.
Keep immigration-law inquiries, client communication, files, and consultation follow-ups connected with Zweelie intake and opportunity tools.
Customer work for immigration law firms
Zweelie supports the intake and communication work around an immigration law practice. When attorneys are in consultations or preparing matters, the office still needs to capture inquiries and find earlier conversations. Keep that context connected without treating administrative automation as legal advice or case assessment.
Built around the work of: immigration law firm owners, immigration attorneys, legal intake assistants.
When a request gets lost, the work can follow.
The customer communication problems that immigration law firms need to solve.
What's at stake
Intake spread across channels
A phone conversation, uploaded document, and fee question become three disconnected records.
Handoffs without history
The next staff member asks the client to explain the situation again.
From the first inquiry to an owned next step
Example workflow for immigration law firms; your staff confirm scope, timing, and any professional decisions.
Capture the consultation inquiry
Collect the requested help and contact preferences using a form or the configured receptionist.
Prepare attorney review
Connect notes and appropriate files to the client record and assign the opportunity to the intake team.
Follow the approved next step
Staff carry out conflict checks and professional review, then record client follow-up and any agreed payment request.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
Our company needs an immigration consultation. Who handles new employer inquiries?
Thanks, Isabel. Olivia will follow up with you.
Employer immigration consultationAssigned to Olivia Grant
Thanks, that works for me.
Olivia has your request.
IR
Isabel Romero
1 call
Isabel asked for an employer consultation. Route the inquiry to intake for the firm's conflict-check process.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Employer immigration consultation
Isabel Romero
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
IR
Isabel Romero3 files
Drop files hereFiles for employer immigration consultation
initial-inquiry.pdfIsabel Romero · Employer immigration consultation
Documentconsultation-notes.pdfIsabel Romero · Employer immigration consultation
Documentclient-correspondence.pdfIsabel Romero · Employer immigration consultation
DocumentForms
Build an intake form around contact details, requested consultation, preferred language. Accept relevant files and connect submissions to customer opportunities.
Alder Bridge LawRequest an immigration consultation
Tell our team what you have in mind.
Form submitted
Employer immigration consultation
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Alder Bridge Law$350Employer immigration consultation
- Customer
- Isabel Romero
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
OG
Employer immigration consultation
Isabel asked for an employer consultation. Route the inquiry to intake for the firm's conflict-check process.
Isabel RomeroEmployer immigration consultationIn progressJE
Family sponsorship inquiry
DraftNikhil requested a sponsorship consultation. Staff will confirm the appropriate next step with counsel.
Nikhil VermaFamily sponsorship inquiryOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Keep conflict checks, legal research, matter management, trust accounting, and government filings in the firm's established systems. Review confidentiality and data-handling requirements before introducing client information.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from immigration law firms
Can Zweelie answer legal questions for an immigration firm?
The intended role is administrative intake and business information, with routing or a message for your team. Attorneys must handle legal advice, eligibility, legal deadlines, and representation decisions. Configure receptionist instructions accordingly.
What should immigration law firms keep in their existing systems?
Keep conflict checks, legal research, matter management, trust accounting, and government filings in the firm's established systems. Review confidentiality and data-handling requirements before introducing client information.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for immigration law firm owners, immigration attorneys, legal intake assistants.