How do I capture leads from immigration inquiries?

Train your Chatref agent on your firm’s immigration guides, visa checklists, FAQs, and intake forms. The agent understands natural-language questions about family petitions, work visas, or citizenship, and delivers grounded answers in your brand voice. This immediate, helpful response builds trust and invites potential clients to share more.

Go beyond a basic contact form. Use custom actions to walk a lead through a friendly, step-by-step chat that gathers the precise details your intake team needs:

• Full name and preferred contact method
• Citizenship/status and country of origin
• Case type (family, employment, asylum, etc.)
• Urgency and timeline
• File upload for documents when relevant

Chatref’s lead capture feature saves every interaction as a new lead record, complete with the collected data, so nothing slips through the cracks.

Stop manually triaging every inquiry. Configure your agent to automatically qualify client inquiries: ask key questions about eligibility, timeline, and readiness to hire. Based on the responses, the agent can score the lead and trigger a custom action to notify the right team member via your CRM or Slack, or even schedule a consultation. Only the most promising, pre-qualified potential clients land on your desk, saving hours of screening time.

How to identify potential clients from chat?
Your Chatref agent uses custom actions to ask qualifying questions naturally during the conversation. If a visitor answers questions about case type, budget, or urgency, and requests a callback, the system flags that interaction as a potential client. The conversation inbox lets you review full transcripts and lead details at a glance.

What information should I collect from leads?
Collect the specifics your practice needs to qualify an immigration case: name, email/phone, current immigration status, country of origin, relationship to sponsor (if any), desired outcome, and approximate timeline. Use custom actions to make the collection feel conversational, not like a form. Always comply with any data-handling and privacy regulations for legal services.

Can I automate lead qualification?
Yes. Your AI agent can be set up with a qualification flow: ask pre-defined questions, interpret the answers, and assign a score or tag. Based on the outcome, a custom action can send the lead to your intake coordinator, add a note in your case management system, or reply with the next best step - all automatically, before anyone on your team touches the lead.