What intake information gets captured during case creation?

During case creation, immigration software captures biographical data (name, date of birth, passport details, I-94 information), family member and dependent information, employment and employer details, immigration history (prior filings, denials, deportation orders), the visa category or benefit sought, priority dates if applicable, and work authorization expiration dates. Firms can also configure custom fields to capture practice-specific data points.

eimmigration's intake process uses customizable intake questionnaires that clients complete on their own devices in any of 13 supported languages. The system translates responses back to English and auto-populates matching fields in both client profiles and USCIS forms through its automatic data population feature. Any updates made through questionnaires automatically reflect across all associated USCIS forms—eliminating the need for staff to re-enter data manually. The Extractor AI Workmate can also auto-extract data from passports, intake forms, USCIS receipts, and handwritten PDFs, then instantly populate the corresponding client and case profile fields. Staff receive a notification when a client completes their intake, review the submitted information, and approve changes into the case record. This review step matters because it gives attorneys a checkpoint to catch errors before data flows into government forms.