How to Use AI to Automate Consultations for Your Immigration Firm

Today we’re going to discuss how to streamline consultations for your Canadian immigration law firm. If you’re anything like me, consultations used to take a considerable amount of time—not just the conversation itself, but also the follow-up work: answering questions, providing information, and sending detailed emails.

I’m excited to show you how our AI Copilot can help automate this entire process, saving you time and effort.

Introducing the Visto AI Copilot

First, make sure to head over here to sign up for your free trial of the Visto AI Copilot. It’s been trained exclusively on Canadian government information, including operational manuals, the IRCC website, PNP programs and more.

Starting a Client Consultation

Imagine getting ready for a consultation call with a potential client. You have your notepad ready and the conversation begins. If your client asks a basic question, like their eligibility for the Canadian Experience Class, or maybe something far more complex, you may or may not remember all the detailed requirements off the top of your head.

With the AI Copilot, you can type almost any question about Canadian immigration in and get the response instantly. For example, if you’re unsure about the eligibility criteria for the Canadian Experience Class, you simply type the question in. The Copilot will provide an answer along with links to the official government website for confirmation. This ensures you’re giving accurate and verified information:

Calculating Express Entry Scores

Let’s say your client is eligible for Express Entry and wants to know their score. You can also use the AI Copilot for a quick estimate. By entering details like age, education, language proficiency, and work experience, the Copilot can calculate the Express Entry score in real-time, including a breakdown of the score by section so you can review details and look for opportunities of how to increase it.

For instance, if your client is 27, has a master’s degree, a CLB 8, and five years of work experience, the AI will generate a score based on these factors. This saves time and provides an immediate answer to them:

Exploring PNP Options

If Express Entry isn’t a suitable option for your client due to a low score, they might inquire about Provincial Nominee Programs (PNPs). You don’t need to remember all the details of numerous PNPs. Instead, use the AI Copilot.

By providing more of those details such as age, education, work experience, etc., the Copilot will identify relevant PNP options. For example, you can ask for Ontario PNP options for a 27-year-old with a master’s degree and five years of work experience in healthcare, living in Toronto. The AI will then provide a list of suitable PNP streams with explanations and links for further details:

Saving and Summarizing Consultation Notes

Throughout the consultation, you can save important information from the Copilot in your notes. This ensures you have a record of the conversation and can reference it later.

At the end of the call, you might want to send a summary to your client by email. The AI Copilot can help with this too. By copying the notes from your consultation and asking the AI to summarize them, you get a concise and well-organized message ready to send. This process, which might have taken 30-45 minutes manually, can now be completed in a few seconds:

taking notes from a consultation with AI

Additional Capabilities

The AI Copilot isn’t limited to just eligibility and score calculations. It can answer questions about various immigration programs, including temporary residence, refugees, citizenship, appeals, and more. Whether it’s document checklists, eligibility requirements, or specific scenarios like inadmissibility or port of entry procedures, the Copilot provides reliable information with the click of a button!

Conclusion

Using the Visto AI Copilot can significantly streamline your consultation process. Instead of spending hours on follow-ups and research, you can provide accurate information in real-time and send detailed summaries quickly. This not only enhances the efficiency of your firm but also improves client satisfaction.

If you’re interested in trying out the AI Copilot, you can start automating your consultations and saving valuable time by signing up for the free trial here!

Written by Josh Schachnow

Josh Schachnow is a Toronto-based immigration lawyer. After spending 4 years growing his own law firm and helping hundreds of immigrants and companies navigate Canadian immigration, he realized there was no technology to help make the process easy. So he started Visto, in an effort to automate all of the things he spent years doing manually – generating checklists, filling out forms, sending documents for signature, and more. He now spends most of his time talking to new clients, partners and working closely with the tech team to continue to improve the platform.