Legal · free template

Immigration Consultation

Three-page immigration intake: nationality and current status, travel and application history, family and work situation, and the outcome sought.

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

Questions: 29
Pages: 3
Layouts: classic · card
Time to complete: ≈ 12 min
Conditional rules: 4

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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 3 — You and your current status

Every question on this page is currently visible.

Compliance checklist

Ready to publish

Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
Legal text not required — passingThis template collects neither health nor regulated financial information.
Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

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.

1Press “Use this template” — a fresh copy of Immigration Consultation lands in your workspace, ready to edit.
2Rename or delete any question, and change what is required. Nothing here is fixed.
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.
4Check the upload limits on the file question so respondents can attach what you actually need.
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.
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.

About this template

Immigration advice depends almost entirely on history, and history is what a first phone call never captures completely. This three-page intake collects it before the consultation. The first page covers identity and current position: nationality and any second nationality, country of residence, what permission the client currently holds and when it expires, and their travel document details. The second page is the history that shapes the advice — previous applications and their outcomes, refusals or withdrawals, any removal or deportation, overstays, and previous representatives. It asks for dates because sequence matters more than description here. The third page covers the client's family and work situation, including a partner and children, dependants, employment or study, and the outcome they are hoping for, plus how soon they need it. Uploads are invited for documents already in hand so the adviser can read rather than reconstruct. Immigration rules are national, change often and are applied by category, so nothing on this form indicates eligibility or likelihood. It is a fact record for a qualified adviser to assess, and it says so on the page.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

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

29 questions in total.

Example of a completed immigration consultation intake

This sample shows the history and current status details an adviser needs before a first consultation.

Full name as it appears on your passport: Elena Marchetti
Nationality: Italian
Country you are living in now: United Kingdom
What permission do you currently hold?: Student visa
Has any application ever been refused or withdrawn?: No
Do you have a partner or children with you?: No
Are you currently working or studying?: Studying
What are you hoping to achieve?: Move onto a work visa after finishing my course this summer.
How soon do you need advice?: Within the next month

Sample data — no real people, addresses or records are shown.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 4 behaviours driven by 4 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Has any application ever been refused or withdrawn?”

Makes answers required
If “Has any application ever been refused or withdrawn?” is Yes, “Which applications, when, and what reason were you given?” becomes required before the form can be submitted.

Driven by “Do you have a partner or children with you?”

Makes answers required
If “Do you have a partner or children with you?” is Yes, “Family members and their status” becomes required before the form can be submitted.

Driven by “Are you currently working or studying?”

Reveals questions
If “Are you currently working or studying?” is Working, the form reveals “Employer or sponsor name”.

Driven by “How soon do you need advice?”

Makes answers required
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 required before the form can be submitted.

Set it up step by step

1
Route deadline answers first
A submission naming a date inside two weeks should reach a caseworker the same day; everything else can follow the normal intake queue.
2
Ask for dates, not narratives
Immigration history is assessed in sequence, so short dated entries beat long paragraphs for the adviser reading the file.
3
Invite documents on the history page
A refusal letter answers more questions than any form field, and clients usually have it saved somewhere.
4
Set expectations above the form
State plainly that the intake is fact-gathering, that a consultation fee may apply, and which countries you advise on.

Mistakes to avoid

Implying an outcome or eligibility anywhere in the copy, when rules are national and change frequently.
Skipping the previous-representative question, which regularly explains a gap in the client's own account.
Making the interpreter question optional in practice by burying it below the submit button.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Open a matter from each submission, request the missing evidence with the Client Document Request Form, and confirm the consultation basis in writing before advising.

Works in both layouts

Browse classic templates Browse card templates

Forms that overlap this one

These pages cover the same subject ground as the immigration consultation, matched on the words people actually search for.

Privacy & compliance

This form collects identity or financial details. Enable encrypted answers on the sensitive fields, avoid emailing full values in notifications, and delete responses once the check is complete.

Frequently asked questions

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.

More forms teams pair with the immigration consultation.

Related categories

All Legal & Professional Services templates

Immigration Consultation

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