LAW-06 · Dossier · Intake

Retainer signed in four minutes.
Before the next firm calls them back.

GTA immigration prospects shop 3–5 firms in parallel. The first firm to deliver a clear eligibility read, transparent fee, and signed retainer wins. Intake compresses 2–5 days into 30 minutes.

Intake · public booking — Chen / Wang prospect (ZH selected)Public flow · Markham · 8:14 PM
Matter classifierSpousal sponsorship · inland境内配偶担保OK
Conflict checkClear · 3 db matches resolvedDOB + alt-name verifiedOK
Fee quote$4,800 flat + disbursementsmilestones: intake / forms / submission / decisionInfo
Prior refusal2024-11 · study permitmay need addressingReview
Retainer (Documenso)Signed · 4m 12sEN + ZH bilingual retainerOK
Deposit (Stripe)$1,200 · trust accountLSO Rule 5 receipt issuedOK

A bilingual public booking flow runs the prospect through eligibility triage (visa class, timing, prior refusals), checks for conflicts against your firm’s case database, quotes a fee from your schedule (not a generic table), e-signs the retainer through Documenso, captures the deposit through Stripe into your trust account, and auto-creates the matter in Profile + Collect with profile fields pre-populated. Counsel-reviewed disclaimers anchor every screen — triage, never advice.

What it does
  • Bilingual public booking — EN · 中文 · ਪੰਜਾਬੀ — browser locale auto-detect
  • Eligibility classifier (info-only) · conflict check · per-matter fee quote
  • Documenso e-sign · Stripe deposit into trust · matter auto-created in Profile + Collect
What it doesn't do
  • Doesn't give legal advice — every screen carries the counsel-review disclaimer
  • Doesn't bypass your conflict-check review — flagged matches require lawyer override
  • Doesn't onboard unregulated consultants — LSO + CICC firms only

Try it on the canonical case

Mei-Ling Chen at Chen Immigration Law in Markham is sponsoring her spouse Wei Wang from Beijing.

The whole file is loaded — edit any field, push any button. It resets per session, never touches real client PII, and runs the same code that ports into your shop.

Open the live demo · /app/intake
See it walk through your firm's matter

30 minutes. Your real file. Confirmed by hand.

Built around GTA practice·ATIO-aligned·LSO By-Law 9-ready·CICC RCIC overlay·Counsel-reviewed