Citizeo for professionals

Qualify citizenship and residency inquiries before the first consultation.

Citizeo Intake gives firms a branded assessment that gathers the right facts, flags gaps, and turns each submission into a review-ready packet.

Discuss a pilot → View features
Overview

One guided intake, one review-ready packet.

Citizeo Intake replaces generic contact forms with a focused assessment for citizenship, residency, and global mobility inquiries. Prospects get a clearer first step, while your team receives the facts and gaps needed to decide what should happen next.

Before intake

Complex inquiries arrive as guesswork.

Generic contact forms ask for a message, then leave the firm to discover whether the inquiry is viable.

Missing facts Key dates, family links, documents, and constraints are buried or absent.
Manual triage Staff spend the first exchange rebuilding the basic eligibility picture.
Weaker calls Consultations begin before the team knows what to verify or request.
With intake

Prospects become review-ready packets.

Citizeo Intake guides users through pathway-specific questions and hands the firm a cleaner first read.

Eligibility signals Answers surface fit, gaps, and red flags before a consultation is requested.
Client clarity Users understand why each question matters without receiving legal advice.
Firm handoff Your team gets structured context for review, routing, and next steps.
Features

Streamline complex eligibility intake before the first consultation.

Branded Website Intake

Embed a guided eligibility assessment directly into your firm's website or a firm-specific landing page.

Pathway-Specific Question Flows

Configure intake around the jurisdictions, visa types, citizenship routes, or services your firm actually handles.

Adaptive Lead Qualification

Ask follow-up questions based on each prospect's answers, not a static one-size-fits-all form.

Eligibility Signals and Red Flags

Surface likely fit, missing facts, disqualifying issues, and matters that need professional review.

Client-Facing Results and Next Steps

Give prospects a careful, limited result, such as booking a consultation, uploading documents, or answering follow-up questions.

Staff-Ready Lead Summaries

Turn each submission into a structured summary your intake team can scan before the first call.

Document and Evidence Checklists

Identify likely evidence needs early, from vital records and translations to apostilles and supporting proof.

Consultation Prep Packets

Give staff a cleaner pre-consultation packet with the facts, gaps, and next steps already organized.

Flexible Workflow Handoff

Receive intake results by email, PDF, CSV, or dashboard review, with data ready to import into your CRM or practice platform.

Pilot

Discuss a Citizeo Intake pilot.

The best way to evaluate fit is to shape a focused pilot around your firm's intake needs. Let's discuss how Citizeo Intake can work for your practice.