How to Pre-Screen Immigration Clients with AI

What "qualified" actually means

Define your minimum bar: target country, profession in shortage, English level, age band, savings, and openness to a 12-month timeline. Anyone below the bar gets a free eligibility report and a re-engage flow — not a call slot.

Build the AI scoring engine

Use 8-12 multiple-choice questions covering CRS-style points, TR/PR pathway fit, and budget. Map answers to a 0-100 score. Auto-route: 80+ to a paid call slot, 50-79 to a $50 strategy call, below 50 to the nurture funnel.

Personalized AI report

Within 60 seconds of submission, send a 2-page PDF with their score, the 3 best visas, processing time, and rough cost. Use Lovable AI Gateway or OpenAI to generate it. This single artifact converts 22-35% of report recipients into a paid intake call.

Compliance guardrails

The AI must explicitly state it is providing general eligibility information, not legal advice. The licensed consultant reviews and signs every formal opinion. Add a clear disclaimer to the PDF and email footer.

Metrics to track weekly

Quiz completion rate (target 60%+), report-to-call conversion (target 20%+), call-to-retainer conversion (target 35%+), and time saved per week. Most firms report 12-25 hours back per consultant within 60 days.

Frequently asked questions