Are you an immigration attorney seeking a streamlined and efficient way to collect visa document requests from your clients? Boilerplate’s secure, customizable portals are tailored to meet the unique needs of immigration attorneys, making the process of gathering visa documents transparent, organized, and a better client experience.
Our portals are designed to be highly adaptable, allowing you to tailor pre-made document request lists to clients based on their specific situation. Whether you specialize in family-based immigration, employment-based visas, or any other visa type, our portals effortlessly collect and track client document requests.
We understand the importance of a user-friendly experience. Our simple, easy to use interface ensures that both you and your clients can easily navigate the portal, making the document submission process organized and stress-free.
Our portal is equipped to handle a wide range of US visa types. Some of the most common visa categories we support include:
Your clients' personal information and visa documents are sensitive. Our portal offers advanced end-to-end encryption (AES-256 and TLS), multi-factor authentications, AWS hosting in the United States, and a multitude of other security features to protect the confidentiality of all data and documents.
This case study explores how Boilerplate, an innovative visa document intake portal system, revolutionized the document requests process for a multinational immigration law firm, saving up to 12 hours per client.
Start with optional engagement letters or contracts by prefilling agreements in Boilerplate and assigning to clients for e-signatures. Next, assign a pre-built (but configurable) document request checklist based on their visa type.
Clients receive an automated email with a link to submit visa support documents through your branded portal. Your logo will be at the top of the screen as they work through itemized file requests, digital forms and/ or PDFs to fill and sign.
Attorneys can access submitted documents in real-time, easily returning problematic submissions and ensuring a smooth visa application process. Automated and manual reminders gently nudge clients along.
All documents are securely stored within the portal, eliminating the risk of misplaced or lost paperwork. Say goodbye to scattered email attachments and disorganized cloud folders. Keep files in Boilerplate or export to third party cloud storage.
Don't let the visa document collection process overwhelm your team or your clients. Take advantage of our immigration document request portal's consistency, organization and tracking to streamline your workflow and enhance client satisfaction.