Immigration Consult Screening Script
A free consult-screening script for immigration firms that need faster fit checks, cleaner first-call notes, and more confident next-step booking.
template pack resource
Template Pack
Immigration lawyers, intake teams, and legal admins
thequietprotocol.com
Immigration firms often field high volumes of unclear consult requests. This script helps teams qualify the inquiry faster and move the caller into the right next step with less friction.
Immigration Consult Screening Script
A free consult-screening script for immigration firms that need faster fit checks, cleaner first-call notes, and more confident next-step booking.
What This Asset Covers
- A consult-screening flow for matter type, timing, status, and urgency
- Prompts for current location, filing stage, and prior representation context
- A note structure for lawyer review and consult scheduling
Use this when
- The firm gets many unclear consult inquiries
- Intake notes vary by who answers
- Good-fit matters need a cleaner path into the calendar
Working Asset
Immigration Consult Screening Script
Confirm basics
- caller name
- best callback number
- immigration matter type
- current location
- timeline pressure
Clarify fit
- filing started or not
- represented now or before
- key documents ready or not
Route
- book consult
- request documents first
- not a fit
This is an intake workflow, not legal advice.
Use the PDF for internal circulation, keep the source file if your team wants the editable working version, and use the live guide when you want the TQP framing around the asset.