Capture contact details, preferred language, requested service, and consent.

Give the client the intake form link and explain how to return it.

If the form is complete, move to review. If there is no response, follow up.

Ask whether the client can finish alone or would like staff to complete it by phone.

Staff completes the intake by phone; use an interpreter for spoken-language help when needed.

Record the basic facts, requested service, urgent dates, and any issues needing staff attention.

Authorized staff confirms service capacity and the exact form. Legal questions are sent for legal review.

30% down, 50% down, 100% in full, or up to 3 installments. Record the balance and due dates.

Ask the detailed questions required for the confirmed form and build the immigration timeline.

List the exact documents needed and identify records that may need translation or country-specific collection.

Separate common starting records from documents required because of this client's facts.

Mark items received, missing, incomplete, unreadable, expired, or still being obtained.

Arrange written translations and request relevant civil, police, court, or other foreign-country records.

Extract the facts shown, confirm each person and document, and flag anything unreadable or uncertain.

Compare the interviews, timeline, documents, and past filings; ask neutral follow-up questions.

Use only sourced facts; mark anything unknown, not provided, or still needing verification.

Check names, numbers, dates, evidence, current instructions, and refer legal questions for authorized legal review.

The client confirms the factual answers and signs only after authorized staff approves the package.

Collect the USCIS filing fee and confirm the remaining service fee has been paid under the payment plan.

Use the approved filing channel and save tracking, proof of delivery, and the agency receipt.

Track notices, appointments, requests, deadlines, and the agency decision; route next steps for human review.