MAP THE ATTORNEY-DEFINED STAGES
Use S1 and S2. Leave agency and stage labels for counsel to confirm; do not select a legal path.
Legal Services · FREE PREPARATION PACK
Immigration consultation scope and private-record handoff workbook
A consultation, document review and representation at a later stage may describe different work. This helpful preparation resource from PickYourPro.ai gives you a place to ask an immigration attorney what each proposed stage includes, what remains outside the engagement and how private records and language support will be coordinated. It organizes questions, not immigration choices or case facts.
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Preparation only, not immigration or legal advice, an eligibility or status assessment, strategy, form selection, filing or deadline guide, authorization to act, conflicts check or attorney-client relationship. It does not determine anyone's rights or outcome. Do not enter immigration identifiers, case numbers, identity documents, addresses, private history or correspondence. Use counsel's confirmed private process for sensitive information.
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How to use this resource
Use neutral labels such as S1 for a stage the attorney identifies and R1 for a record category. Leave agency, stage and scope entries unresolved until counsel explains them. Link each record label to original/copy availability, version and language-support questions without copying the document. Ask who handles a later stage, missing item or returned copy. Keep names, status, case numbers and sensitive history outside this workbook and any public request.
Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.
TRACK RECORD READINESS, NOT CONTENTS
Use R1 and R2 for record categories. Do not copy identifiers, names, private history or document contents.
CLARIFY LANGUAGE AND HANDOFF ROLES
Tick points discussed, not legal requirements satisfied. Leave unanswered questions open.
QUESTIONS FOR THE IMMIGRATION ATTORNEY
Record counsel's explanation. This pack does not assess eligibility, deadlines, forms or outcomes.
COMPARE THE SAME REPRESENTATION SCOPE
Use A and B in each box. Do not treat different stages as the same engagement.
USE IT RIGHT NOW
Immigration Attorney preparation checklist
- Ask the attorney to identify the agency or proceeding and stage connected to the proposed work.
- Label each attorney-defined stage and record what is included, excluded or still unresolved.
- Distinguish a consultation or review from any later preparation, appearance or follow-up engagement.
- Use record-category labels to track original/copy availability without copying sensitive contents.
- Keep different record versions separate and ask counsel which version they need.
- Clarify who arranges interpretation, translation or other agreed language support.
- Confirm the private transfer process, custodian role and owner of each missing-record question.
- Ask how returned copies, open questions and work beyond the agreed stage will be handed off.
Questions to ask an immigration attorney
- Which agency, proceeding and stages would this engagement cover, and what would remain outside it?
- How will you distinguish the initial consultation or review from later work we might separately agree to?
- What record categories and versions do you need, and how should originals and copies be handled privately?
- Who arranges and reviews any agreed interpretation, translation or other language support?
- Who is the contact for missing records, scope questions and updates, and how are decisions confirmed?
- What copies and open-item notes will I receive, and what happens if a later stage needs separate representation?
Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.
A CLEARER NEXT STEP
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Create an account on PickYourPro.ai only if you choose, then start an Immigration Attorney request. Share a general, non-sensitive inquiry so participating pros can compete with proposals. Compare experience, representation scope, communication, written fees and fit. Keep private facts for counsel's confirmed process. A request does not create an attorney-client relationship.
Start a new request ↗Participation and availability vary. A private consultation, conflicts check and record review may be needed before engagement.
Keep the useful part.
The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.
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Official references and scope
These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 15, 2026. This pack has not been independently reviewed by a licensed specialist.
- DOJ EOIR: Learn About Legal Representation ↗
Official EOIR context for asking what representation covers. Its discussion concerns immigration-court and BIA proceedings; do not apply it as a rule for every agency or matter. This workbook reproduces no legal rights, duties or procedures.
- DOJ EOIR: Find Legal Representation ↗
Official navigation to EOIR representation resources. It does not select a professional for you or establish that a provider is suitable for your matter. Ask counsel about qualifications and the scope relevant to your inquiry.
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