Case Evaluation & Intake

AI-powered case evaluation that qualifies leads, books consultations, and converts prospects—all before you spend a minute on the phone.

18th December 2025

Problem

Immigration attorneys spend hours on consultations that go nowhere. Unqualified leads waste your time. Qualified ones slip through because follow-up takes too long.

LegalBridge flips this. Prospects evaluate themselves on your website, you see exactly who's worth calling, and the system handles retainers, signatures, and payments—so you can focus on cases, not chasing leads.

Table Of Content

How it works

Capture

Prospect lands on your website, uploads their resume, and gets an instant AI evaluation.

Qualify

You receive a detailed assessment—visa eligibility, criteria strength, case viability

Consult

Prospect books directly on your calendar; you walk in prepared with their evaluation

Convert

Send retainer, collect signature, accept payment—prospect becomes a case automatically

Features

Content

1. Embeddable Lead Evaluation

Turn your website into a lead generation engine. Prospects upload a resume, enter their email, and receive an instant AI assessment of their immigration options. You get notified immediately with their results.

Key Capabilities

  • Self-serve setup: Copy an iframe or link and embed directly on your firm's website with your branding

  • Automatic lead capture: Captures prospect email and contact information automatically

  • Instant notifications: Triggers immediate email notification to your team when a prospect completes evaluation

  • Prospect engagement: Sends evaluation summary to prospect, prompting them to book a consultation

"One of our customers converts 75% of leads generated through LegalBridge evaluation into paying clients."

2.Basic Evaluation (Quick Assessment)

For initial lead qualification. Prospect uploads a resume or brief background, and the AI returns a high-level visa eligibility assessment within seconds.

Best For

  • Website lead magnets

  • Initial prospect screening

  • High-volume intake funnels

Output: Visa category recommendations, preliminary eligibility assessment, and suggested next steps.

3.Advanced Evaluation (Deep Case Analysis)

For serious case assessment. Upload 150+ documents and receive a comprehensive analysis scored against specific visa criteria.

Best For

  • O-1A and EB-1A cases requiring criteria-by-criteria analysis

  • Pre-filing case strength assessment

  • Identifying documentation gaps before submission

Output Includes

  • Criteria qualification: Which criteria the applicant qualifies for

  • Strength rating: Assessment per criterion (strong, moderate, weak)

  • Gap analysis: Specific documents needed to strengthen weak areas

  • Overall assessment: Case viability and recommended approach

4.RFE Response Evaluation

When USCIS issues a Request for Evidence, upload the complete RFE and let the AI analyze exactly what's needed to respond.

Capabilities

  • Analyzes RFE language and identifies specific deficiencies cited

  • Recommends documents needed to address each point

  • Assists with drafting RFE response cover letter

  • Connects to your existing case documents to identify what you already have

5. Built-In Consultation Scheduling

Qualified leads book directly on your calendar—no back-and-forth emails, no third-party scheduling tools

Key Capabilities

  • Calendar sync: Integrates with Google Calendar and Outlook

  • Availability control: Set availability windows and buffer times between appointments

  • Warm leads only: Prospects book after completing evaluation

  • Automatic confirmations: Calendar invite sent automatically to both parties

6. Retainer Generation & E-Signature

Send retainer agreements in one click. Collect legally-binding signatures without leaving the platform.

Key Capabilities

  • Your templates: Upload your existing retainer templates

  • Variable insertion: Automatically populate client name, visa type, fee amount, dates

  • Built-in e-signature: Collect signatures with full audit trail for legal compliance

  • Status tracking: Monitor signing status in real-time

7. Payment Collection

Accept payment immediately after signature. When payment clears, the lead automatically converts to an active case

Supported Payment Methods

  • Credit and debit cards (via Stripe integration)

  • ACH bank transfers

  • Manual payment recording (bank transfer, Zelle)

Automation: Payment completion triggers automatic conversion from lead to application—no manual status updates required.

Why LegalBridge

With LegalBridge

AI qualifies leads before you speak to them

Only consult with prospects who have real cases

Retainer, signature, and payment in one unified flow

Case created automatically when payment clears

Without LegalBridge

Manual lead qualification via phone calls

Hours spent on consultations with unqualified prospects

DocuSign for retainers; separate payment processing.

Manual data entry to create new case files

noise

1%

1%

Faster Results

18%

18%

Client Satisfaction

1+

1+

Law Firm's Trust

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your questions.

How does AI drafting learn my firm's writing style?

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Can I use the platform for both USCIS filings and consular processing?

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What visa categories does the platform support?

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