An inquiry needs an owner
Make clear who replies and takes responsibility for follow-up.
SOFTWARE FOR U.S. IMMIGRATION FIRMS
Client intake and follow-up for your immigration firm.
Bring client conversations, preparation questionnaires and team review together. Keep the next step clear while your firm handles the legal work.
My firmIllustrative example
- Client
- Camila RíosInitial inquiry · Assigned to Laura
- Team
- Conversation assignedContext available for the intake team
- Saved
- Client informationCamila continues through her link
- Review
- I-539 preparation answersAwaiting the firm’s review
- Task
- Review the client’s answersAssigned to Laura Medina
- Consultation
- Discuss outstanding questionsAppointment with the firm
Client information, team review and a clear next step.
Keep the handoff moving.
Answers arrive in pieces
Collect preparation information in a questionnaire the client can return to.
Review is waiting
Give the team the answers and context needed to review and correct.
Next steps get scattered
Keep the agreed task or consultation visible to the people handling it.
From the first inquiry to the next agreed step.
Receive the inquiry
Bring the conversation and contact details together.
Assign a team member
Identify who replies and coordinates the intake.
Collect the answers
The client saves and submits preparation information.
Review and correct
Authorized staff review answers and record their changes.
Agree on the next step
Assign a task or arrange a consultation with the firm.
See how the client and your team work together.
Give clients a place to prepare their answers.
Share the selected preparation questionnaire. Clients use WhatsApp verification to access it, save progress and send their answers to your firm.
- The selected questionnaire and language
- Saved progress and submission to your team
Actual Avance questionnaire with fictional data. Submission sends information to the firm; it does not file an application.
Review answers with a record of staff changes.
Authorized team members review and correct answers, open staff-only sections where present and control whether editing remains available.
- Client answers and staff review in one view
- Staff-change events with author, date and change count
- Editing locks and structured answer export
Actual Avance review screen with fictional data. The expanded history records a prepared surname correction by Laura Medina.
Make the next action someone’s responsibility.
Assign follow-up work to the person responsible. Keep ordinary intake tasks and consultation follow-up organized alongside the client.
- Assigned team tasks
- Due dates for agreed follow-up
Actual Avance task list with fictional data. These are team follow-ups, not calculated legal deadlines.
Preparation questionnaires for selected U.S. workflows.
Collect answers for your team’s review. We confirm the questionnaire, language and maintained version before enabling it for your firm. Official form completion and filing remain part of your firm’s process.
| Questionnaire | Use in intake | Available languages |
|---|---|---|
| I-130 | Preparation information for a relative petition | Spanish |
| I-129 L-1B | Preparation information for an L-1B petition | English and Spanish |
| I-539 | Preparation information for an extension or change of nonimmigrant status | English and Spanish |
| I-539A | Supplemental preparation information | English and Spanish |
| I-765 | Preparation information for employment authorization | English and Spanish |
Continue the conversation with the client’s context.
Connect the channels your firm uses and coordinate who responds.
Actual Avance conversation list with fictional clients. Laura Medina is the assigned team member.
- Connected channels – WhatsApp, Instagram and Messenger through the connections configured for your firm.
- A clear handoff – Review the conversation before replying and coordinate ownership when another team member takes over.
- Website inquiries – Bring inquiries from your website into the team’s contact and follow-up work.
Keep consultations connected to intake.
Arrange appointments with your firm and keep the next conversation clear.
Actual Avance calendar with fictional clients and consultations.
- Team availability – Arrange initial and follow-up consultations around your team’s availability.
- Booking and confirmation – Configure consultation booking, confirmations, cancellation and reminders.
- Calendar connections – Review the supported calendar connection and staff scheduling process during setup.
Alongside your firm’s legal work.
Use Avance for client conversations, preparation information, staff review and coordination. Your firm retains its tools and processes for legal analysis, matter handling, official forms, signatures and filing. We review that handoff with you; an automatic connection to your existing case-management software is not assumed.
Configure AI to gather initial context and help route conversations. Proactive follow-up drafts are reviewed by your team before sending. Your lawyers remain responsible for advice, information verification and legal decisions.
Start with the way your firm works.
Agree on the scope before activating the configuration.
01
Review the workflow
Discuss services, languages, roles, channels and the tools your team already uses.
02
Configure the agreed scope
Select questionnaires and permissions, connect agreed channels and prepare the consultation calendar.
03
Practice the handoffs
Walk through client access, staff review and follow-up with your team; agree on onboarding and support.
Questions before getting started.
Who is this for?
U.S.-based immigration firms organizing client intake and team follow-up. It is software for attorneys, paralegals and intake teams. Professional advice and legal decisions remain with the firm.
Does Avance replace or connect to our case-management software?
The scope shown here complements your firm’s legal work: conversations, preparation questionnaires, staff review and coordination. We review how information moves to your existing tools during evaluation. This page does not promise an existing connector or automatic synchronization.
Which questionnaires and languages can we use?
Selected preparation questionnaires cover I-130 in Spanish, plus I-129 L-1B, I-539, I-539A and I-765 in English and Spanish. DS-160 and ESTA preparation questionnaires are also available in both languages where relevant to your services. Before activation, we agree on the selected versions, languages, services and responsibility for keeping them current.
Can clients save and submit answers?
Yes. Supported questionnaires save progress and send submitted answers to your firm. Client access requires a usable phone number and WhatsApp verification; we confirm invitation and access setup with you. Submitting answers does not file an application with an authority.
What can our team review and change?
Authorized staff can review and correct answers, use staff-only sections where present, and lock or unlock editing. Staff-change events show the author, page, time and number of changed fields. They are not historical copies of every answer and do not restore earlier answers.
Does Avance generate or file official forms?
The scope presented here is preparation information and team review. Official completion, signatures and filing follow your firm’s processes. Questionnaire answers can be exported as structured data (JSON); that export is not a completed official PDF or a filing.
Is a client document portal included?
This page presents questionnaire access and team coordination. A portal for passports, supporting documents or other client files requires a separate product evaluation and agreed scope. We review those requirements with you before proposing them.
What does AI do?
Depending on configuration, AI gathers initial context and helps route conversations. It can prepare proactive follow-up drafts for staff review before sending. Legal assessment, verification and case decisions stay with the firm.
Which conversations and consultations can we manage?
Configured WhatsApp, Instagram and Messenger conversations, together with ordinary consultations and supported calendar connections. We agree on the channel and scheduling setup. Transactional email does not establish a shared incoming email inbox. Consultations in Avance are appointments with your firm, not court or government appointments.
How do setup and pricing work?
We review your services, languages, roles, channels and current tools, then agree on a written scope and commercial proposal. Data import, payment features, onboarding and support terms need an agreed scope. Contacting us does not start a subscription.
Let’s look at your firm’s intake workflow.
Show us how inquiries, preparation answers and follow-up move through your team. We’ll review where Avance fits and agree on the next step.