Send clients an adaptive questionnaire built from the forms in their case. They answer on any device, you review, and the answers import into the contact and every form.
Clients only see the questions that apply to them, based on their earlier answers.
Mobile-friendly, saves progress and pre-fills what you already know. Clients can switch the language setting.
Email, text message, a direct link for WhatsApp or any app, or the client portal. No portal login required.
Track Sent, Opened, Submitted and Reviewed, then import the answers when you're ready.
Add the case forms and assign the client and related contacts to each role.
Send it by email, text, direct link or the client portal.
The client completes it on any device, and you see when it's opened and submitted.
Check the answers, then import them into the contact profile and forms.
Autofill USCIS, EOIR, DOL and DOS forms from client profiles.
Uploads, interviews, forms and payments in one place.
Two-way SMS and MMS with each client.
Indexed, paginated filing packages in minutes.
Book a demo and see how Smart Interviews fits your immigration practice.