Immigration Advisor
How immigration advisors should automate WhatsApp
Prospects message "how do I get a work visa?" without nationality, current status, or employer sponsor details. Consultants spend free calls on cases that fail basic eligibility. Vermoss Flow captures visa type interest, nationality, and timeline, routes complex cases to your inbox, and books paid consults only for leads that match your practice focus.
Visa pathway questions get structured intake. Consultation slots book only after basic eligibility is captured.
How this works at your scale
Solo or owner led
Solo RCIC or immigration lawyer. Intake and consult booking between client files.
Small team
Practice with paralegals and consultants. Intake tags route to specialist inbox.
Multi site or larger
Firm with corporate and family streams. Branch separates employer vs individual paths.
Problems immigration advisors face on WhatsApp
- Eligibility questions answered free without qualification
- Document checklists sent before consult fee paid
- Urgent deadline cases buried in general enquiries
- Corporate HR and individual applicants in one queue
- Consult no-shows without reminder sequence
- Country-specific pathways confused in first reply
Automation on Vermoss Flow
Intake asks individual or employer, destination country, current status, and target visa category. Out-of-scope branch sends referral guidance template. Qualified leads book paid consultation on advisor calendar. Document checklist PDF sent after consult confirm only. Your team replies in inbox for case-specific legal questions.
- Individual vs employer intake branch
- Nationality and current status capture
- Visa category menu matched to practice areas
- Paid consultation booking on advisor calendar
- Document checklist attachment post booking confirm
- Deadline urgency flag to priority inbox tag
Immigration consult qualification flow
Work visa enquiry becomes paid consult with eligibility basics on file.
- Applicant texts Canadian work permit options.
- Flow asks nationality, current country, and job offer status.
- Practice-area match confirms consult path.
- Paid consult slot booked on advisor calendar.
- Checklist PDF sent after payment confirm on thread.
How to tune it
Limit visa category menu to countries and streams you actually handle.
Store employer and agent name in customer details.
Attach consult fee and cancellation policy on booking.
Route employer bulk hire keyword to corporate inbox.
Block same-day consults if prep time required.
Schedule follow-up template if documents not uploaded by agreed date.
Results
Case study coming soon
Consult conversion and unqualified call reduction from an immigration practice on Vermoss Flow. Coming soon.
Time and money saved
Estimate consultant hours saved when consults gate on structured intake.
Run this on your immigration advisor WhatsApp
We help you import the flow, connect your number, and tune it for how you work.