The first conversation with every prospective client is the same: what is their current status, what do they want to achieve, what documents do they have. That conversation belongs in a form, not on your calendar. ioZen replaces it with an Intake Bot that screens for eligibility, collects document status, and flags the cases worth taking before you speak to anyone.
Live intake
Built from the website in two minutes
The conversation that replaces your form.
"You spend 45 minutes on a consultation call, then discover the client's visa status makes their case ineligible. That hour is gone."
Non-billable time. A slot that could have gone to a viable case.
"Clients show up to the first meeting without half the documents they need. You spend the session making a checklist instead of working the case."
Delayed timelines, frustrated clients, a second meeting that shouldn't have been necessary.
"Your contact form asks for a name and a phone number. The actual intake is a 30-question document you email afterward. About half of them never respond."
Cases lost to intake friction. They found someone easier to work with.
"A client submits in Spanish. Your intake form is in English. They fill it out as best they can and the case file starts with errors."
Language barrier at the most sensitive point in the relationship.
Sofia runs a small immigration consultancy. She handles family-based petitions, work visas, and asylum cases. Before ioZen, every initial inquiry meant a 30-to-60 minute discovery call to figure out whether the case was viable and what documents she needed. She was booking eight consultations a week and closing maybe three.
Now the Intake Bot handles the initial screen. It walks through visa category, current immigration status, petitioner details, and document availability. It asks in English or Spanish depending on what the client writes. Clients who are clearly ineligible receive a clear, respectful response without using any of her time. Clients who are viable arrive at their first consultation with their documents organized and their case history captured.
She takes three consultations a week instead of eight. She closes most of them.
Passport numbers, visa status, country of origin, prior removal orders. Your clients are trusting you with information that affects their legal standing. Here is how ioZen handles it.
Mark any field as Private. Passport numbers, visa numbers, A-numbers, prior status details: those fields store separately and never get sent to the AI model. The conversation can still collect them. The AI just cannot read them.
Fields marked Private and Encrypted store in Supabase Vault, separate from the main database. Use this for government ID numbers, entry dates, and any data you would not want in a standard database table.
ioZen runs on Supabase, Vercel, and Cloudflare, all SOC 2 Type II certified. All traffic uses TLS 1.3. A Data Processing Agreement is available on request.
Run intake flows in English, Spanish, and more. The same FlowApp handles multiple languages without separate builds. Clients answer in the language they are most comfortable with. The case file captures it cleanly.
Full security documentation, compliance posture, and privacy controls are on the security page. For compliance documentation or a DPA, email [email protected].
ioZen replaces the contact form with an Intake Bot that handles the eligibility screen, collects document status, and routes viable cases to your calendar.
Ask about visa category, current status, and case goals before any human time is spent. Ineligible cases get a clear answer immediately.
Ask what documents the client has and what they are missing. Arrive at the first meeting with a gap list already built.
Score by visa type, case complexity, document readiness, and urgency. Complex cases flag for senior review automatically.
Passport numbers, A-numbers, and prior order details stay in the vault. Not the AI context, not the main database.
Route family-based petitions, work visas, and asylum cases to separate boards. Each type moves through its own stages.
One FlowApp handles both languages. Clients answer in whichever language is natural for them. The case file captures it cleanly.
Screen for eligibility before the consultation
Add a first question that routes by visa category. Ineligible cases get an immediate, respectful response. Viable cases move forward.
Collect document status before the first meeting
Ask what they have and what they are missing. Arrive at every consultation with the gap list already built.
Mark passport and visa numbers as Private and Encrypted
Sensitive government ID fields store in the vault. They never appear in the AI context or the main database.
Score by case complexity and document readiness
Route complex cases to senior review and straightforward ones to standard processing without manual triage.
One FlowApp, 1,000 AI credits, and unlimited submissions. No credit card required. Most immigration practices move to Pro when they need separate flows for different visa categories.
Need routing across multiple visa categories? See all plans.
