Call intake for immigration consultants

Ask what the caller needs

Let the caller describe whether they need help understanding a process, preparing for a consultation, checking an existing matter, or finding the right specialist. Do not infer eligibility or recommend a path from a short phone description.

Capture location and timing

Record the caller’s location, destination or matter context when relevant, deadline, preferred contact method, and callback number. If another family member is involved, note the relationship only as required by the approved intake policy.

Keep advice within the approved boundary

Questions about eligibility, forms, status, and legal consequences should go to the qualified owner. State that the question has been recorded for review. Do not promise an outcome or repeat unverified information as fact.

Give the reviewer a useful note

Include the caller’s goal, timing, location, and exact open question. Review records for invented categories, missing deadlines, or unnecessary sensitive detail. The best intake note is short enough to read and precise enough to route.