Immigration Professional Toolkit
Intake Forms · Checklists · Templates. English.
The tools your practice needs. Professionally structured. Ready to use.
Complete Family Based Immigration Toolkit
Everything you need to professionally manage family-based immigration cases from intake through submission. Includes over 35 professionally designed documents.
What's Included:
- 9 Client Intake Forms (English) in Word + PDF
- 3 Consultant Tools (Risk Assessment, Notes Template, Cover Letters)
- 11 Case Preparation Checklists (English)
- Contracts & Service Agreements
- Flow Charts & Visual Reference Tools
Complete Inventory
Everything in the Toolkit
All items are provided in both editable (Word) and print-ready (PDF) formats unless noted otherwise.
Client Intake Forms (English)
Structured intake forms designed to collect all information needed for accurate case preparation
- DS-11 Client Intake Form
- Green Card (LPR) Client Intake Form
- Full Green Card (LPR) Intake Form (Extended)
- I-90 Client Intake Form
- I-751 Client Intake Form
- + 4 more...
Consultant Tools
Professional tools for risk assessment and client communication
- Ethos Intake Risk Assessment
- Green Card Consultant Notes Template
- USCIS Cover Letter Templates
Case Preparation Checklists (English)
Step-by-step document checklists organized by case type and processing pathway
- Family Petition AOS: All Relationships
- Family Petition AOS: Parent or Child
- Family Petition AOS: Siblings
- Family Petition AOS: Spouse
- Family Petition CP: Parent or Child
- + 6 more...
Contracts & Agreements
Professional service agreements and engagement documents
- Client Service Agreements
- Retainer Agreements
- Engagement Letters
Flow Charts & Visual Tools
Visual reference tools for case processing pathways and decision trees
- Case Processing Flowcharts
- Decision Trees
- Timeline References
Automated Digital Intake Forms
Mobile-friendly digital intake forms that clients can complete on their phone and securely submit documents. Streamline your client onboarding process.
- Mobile-optimized design for client convenience
- Secure document upload functionality
- Client-friendly interface with guided completion
- Automatic data organization
Forms Included:
Coming Soon
More Resources on the Way
We're continuously developing professional resources to support your immigration practice.
Family Based Green Card Toolkit
Specialized toolkit with contracts, guidebook, video tutorials, checklists, and intake forms for Adjustment of Status, Affidavit of Support, and DS-260.
The Ethical Immigration Support Professional
Comprehensive eBook on professional boundaries, ethical standards, and best practices for immigration support professionals.
Complete Employment Based Immigration Toolkit
Full suite of resources for employment-based cases including PWD requests, PERM certification, labor certification, and more.
PERM Certification Toolkit
Specialized toolkit for labor certification cases with recruitment templates, audit preparation guides, and timeline trackers.
TN Visa Toolkit
Complete resources for TN visa applications including profession eligibility guides, support letter templates, and documentation checklists.
L Visa Toolkit
Comprehensive toolkit for L-1A and L-1B intracompany transfer cases including organizational charts, qualification guides, and petition templates.
Expanded Digital Intake Forms
Additional digital forms for TN, B1, L Visa, O Visa, and more employment-based categories.
Important Legal Disclaimer
NOT LEGAL ADVICE: The materials, templates, forms, guides, and resources provided through Ethos Immigration Academy and this toolkit are for educational and informational purposes only. They do not constitute legal advice, and no attorney-client relationship is created by their purchase or use.
NOT A LAW FIRM: Ethos Immigration Academy is an educational institution, not a law firm. The creator of these materials, J. Nicole of J. Nicole Immigration Services, is a DOJ-accredited representative operating under the supervision of a DOJ-recognized organization. She is not an attorney and does not provide legal advice through these products.
VERIFY INDEPENDENTLY: Immigration law, policies, regulations, and procedures are subject to frequent and rapid changes. Users are solely responsible for verifying the accuracy, currency, and applicability of all information before applying it to any specific case or situation.
STATE RESTRICTIONS: Immigration consulting and document preparation services are prohibited or restricted in certain states, including Washington, Oregon, Colorado, and Texas. Users are responsible for understanding and complying with all applicable state and federal regulations.
By purchasing and using these materials, you acknowledge that you have read, understood, and agree to this disclaimer. You assume full responsibility for how you apply these resources in your professional practice.
Ready to Elevate Your Practice?
Professional resources built by immigration professionals, for immigration professionals.
