Too Many Consults, Too Few Clients?
You didn’t build your practice to chase dead-end leads. You built it to serve families who actually qualify — and need you now.
Turn Every Consultation Into a Revenue-Generating Opportunity
Over the past few years, I’ve partnered with immigration law firms nationwide, sitting in on consultations and reviewing intake systems. The same issue kept coming up:
● Attorneys spending 45 minutes on calls with people who could never retain.
● Teams asking the wrong questions at the wrong time.
● Firms losing thousands each month simply because they didn’t have a structured intake system.
That’s why I created the The Client Fit Formula!
This is a fillable PDF form that you can use as a plug and play for consultations with potential clients.
BONUS: A FREE Prequalification form to make sure potential clients are qualified before they hit your calendar!
How This Guide Will Transform Your Practice
✔️ Booking consults with leads who aren’t eligible or ready.
✔️ Missing red flags like prior entries, removals, or waiver issues.
✔️ Wasting billable hours on conversations that never convert.
Say this aloud with me, Every unqualified consult costs your firm money!!
This ready-to-use fillable PDF gives you both:
✔️ Full Intake Form — comprehensive, attorney-level screening for family-based, humanitarian, employment, and removal defense cases. Includes eligibility prompts, waiver red flags, and conversion questions.
✔️ BONUS: Pre-Qualification Form (included FREE!) — a short, client-friendly form that filters out the wrong leads before they hit your calendar.
With this system, you walk into every consultation with clarity, control, and confidence — ready to guide the conversation into a decision.
When your consults start with the right facts, you:
✔️ Spend less time on “maybe” clients
✔️ Present the right legal path faster
✔️ Consistently move consults into paid representation
1. Download instantly for $27
2. Add your firm name/logo in minutes
3. Start using the Pre-Qualification Form to filter leads today
4. Use the Full Intake Form to conduct consultations that convert
5. Earn more revenue for your immigration practice!!!
One additional retained client will pay for this form many times over.
But over time, this small $27 investment can help bring in hundreds of thousands of dollars in new revenue as your conversion rate climbs.
Ready to Scale Smarter?
This is your first step to qualifying better leads and turning more consultations into retained clients.