ImmigTech Practice Review

1. What types of cases does your firm handle?

Family-based immigration Employment-based immigration Humanitarian relief Removal defense Citizenship and naturalization All of the above / Full-service immigration practice Other

Select all that apply.

2. Who handles incoming calls and new-client inquiries?

Receptionist or intake team Paralegals or administrative staff Attorneys An outside answering service Whoever is available

Select all that apply.

3. How does your team keep cases moving?

Case-management software Written procedures and checklists Email and calendar reminders Spreadsheets Staff knowledge and individual follow-up

Select all that apply.

4. Where could your firm use support?

Handling incoming calls, inquiries, and intake Opening new cases, sending client questionnaires, and collecting initial information and documents Assigning work, tracking deadlines, and managing handoffs Organizing documents and keeping information accurate Training staff and defining responsibilities Choosing or using software and AI tools Protecting client information and managing staff access Managing daily operations while growing the firm I’d like help figuring out where to start

Select all that apply.

5. What software does your firm currently use?

Optional. List whatever comes to mind.

6. If you could fix one thing in your practice, what would it be?

Optional. A sentence is enough.

Name*

Firm*

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