Legal & Professional Services · community shared

Immigration Consultation — shared by the community

Rachel O. shared this 29-question build with 4 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use legal & professional services form for law firms and in-house legal teams: 29 questions, 3 pages, 4 conditional rules.

Shared by
Rachel O. · Events coordinator
Questions
29
Replies
7
Copies taken
276
See the library version

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Live preview and test console

This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.

Page 1 of 3You and your current status

Your details

Include your country code.

Every question on this page is currently visible.

Works for you? Take Rachel O.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Immigration Consultation is built for law firms and in-house legal teams who need to intake a matter with the facts, parties and consent recorded.

  • Law firms and in-house legal teams working in legal & professional services.
  • Teams who need to intake a matter with the facts, parties and consent recorded without writing code or paying for a custom build.
  • Anyone replacing conflict checks delayed by missing intake detail with one structured record per enquiry.
  • Respondents are clients and claimants — the form asks them 29 questions across 3 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of conflict checks delayed by missing intake detail and turns each submission into a record your team can act on immediately.

  • 17 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It captures a phone number for urgent follow-up.
  • It accepts a document or photo upload as evidence.
  • It pins the request to a specific date.
  • It allows multiple selections without free text.
  • Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Immigration Consultation lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Check the upload limits on the file question so respondents can attach what you actually need.
  5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

  • Features conditional validation: if “Has any application ever been refused or withdrawn?” is Yes, “Which applications, when, and what reason were you given?” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Do you have a partner or children with you?” is Yes, “Family members and their status” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Are you currently working or studying?” is Working, the form dynamically exposes “Employer or sponsor name”. Otherwise that question never appears.
  • Features conditional validation: if “How soon do you need advice?” is There is a deadline within 14 days, “What is the deadline, and what is it for?” becomes mandatory before the form can be sent.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — You and your current status

  • Full name as it appears on your passportrequired
  • Date of birthrequired
  • Nationalityrequired
  • Any second nationality
  • Country you are living in nowrequired
  • Email addressrequired
  • Best contact numberrequired
  • What permission do you currently hold?required
  • When does it expire?
  • Travel document number

Page 2 — Your history

  • Which applications have you made before, and when?
  • Has any application ever been refused or withdrawn?required
  • Which applications, when, and what reason were you given?
  • Have you ever been asked to leave a country, or removed from one?required
  • Have you ever stayed beyond the time you were given?required
  • Anything else about your travel history we should know?
  • Has anyone represented you before?required
  • Who represented you, and when?
  • Upload decisions, letters or previous applications

Page 3 — Family, work and what you want

  • Do you have a partner or children with you?required
  • Family members and their status
  • Are you currently working or studying?required
  • Employer or sponsor name
  • What are you hoping to achieve?required
  • How soon do you need advice?required
  • What is the deadline, and what is it for?
  • Do you need an interpreter?required
  • Which language?
  • Confirmationsrequired

Conditional logic in this build

  • WhenHas any application ever been refused or withdrawn?is Yes, requireWhich applications, when, and what reason were you given?”.
  • WhenDo you have a partner or children with you?is Yes, requireFamily members and their status”.
  • WhenAre you currently working or studying?is Working, showEmployer or sponsor name”.
  • WhenHow soon do you need advice?is There is a deadline within 14 days, requireWhat is the deadline, and what is it for?”.

Questions about this shared form

Does this form assess eligibility?

No. It records facts and history for a qualified adviser to read. Immigration rules differ by country and category and change often, so no form can say what someone qualifies for.

How does it relate to the document request form?

This gathers the story; the Client Document Request Form chases the evidence once the adviser knows which documents the matter actually needs.

Why ask about refusals so directly?

Because a previous refusal changes the advice more than almost anything else, and finding it later in a consultation wastes the client's money.

Is a passport upload safe to request?

Only ask for what you need, store submissions with restricted access, and say above the form how long documents are kept. The number field alone is often enough at enquiry stage.

Is the Immigration Consultation template free to use?

Yes. You can preview and test Immigration Consultation on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Immigration Consultation template ask for?

It asks 29 questions across 3 pages, 17 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Immigration Consultation form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this legal & professional services form work?

4 conditional rules ship with the template: Features conditional validation: if “Has any application ever been refused or withdrawn?” is Yes, “Which applications, when, and what reason were you given?” becomes mandatory before the form can be sent. Features conditional validation: if “Do you have a partner or children with you?” is Yes, “Family members and their status” becomes mandatory before the form can be sent. Features advanced show logic: if “Are you currently working or studying?” is Working, the form dynamically exposes “Employer or sponsor name”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Immigration Consultation form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Immigration Consultation form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.