Attorney Consultation Form

I'll create a professional multi-step form for attorneys to complete after client consultations. This form will capture the case evaluation, criteria assessment, and additional case requirements.

I've created a comprehensive multi-step consultation form for attorneys to complete after client meetings. Here's what the form includes:

1. Case Evaluation Section

   • Radio button selection for the four positioning options (Strongly Positioned, Well Positioned, Needs Strengthening, Unlikely to Prevail)
   • Each option includes its description for clarity

2. Criteria Assessment Section

   • Checkboxes to select which criteria the client is likely to meet
   • For each selected criteria, attorneys can evaluate the strength level (Strong, Moderate, Weak)

3. Case Summary Section

   • Text area for reviewing and editing the AI-generated case summary and strategy

4. Additional Requirements Section

   • Questions about profile building needs
   • Questions about PR support needs
   • Complexity level selection
   • Additional notes field for any other relevant information

5. Review & Submit Section

   • Tabbed interface to review all entered information before submission
   • Organized view of the evaluation, selected criteria, case summary, and additional requirements

The form features:

• Progress indicator showing the current step
• Responsive design that works on both desktop and mobile devices
• Clear navigation between steps
• Professional styling appropriate for legal professionals

Attorney Consultation Form with Visa Path Selection

I'll modify the form to include the visa path selection after case evaluation, EB1-A specific criteria selection, AI strategy review, and client engagement status.

I've updated the attorney consultation form to include the specific workflow you requested. Here's what the revised form includes:

1. Case Evaluation

• Initial assessment of the case's positioning (Strongly Positioned, Well Positioned, etc.)

2. Recommended Path

• Dropdown to select the recommended visa path (EB-1A, EB-2 NIW, O-1, etc.)

3. EB-1A Criteria Assessment (shown only for EB-1A cases)

• Selection of exactly 3 out of 10 EB-1A criteria that the client is most likely to meet

• Each criterion shows:

  • AI's pre-filled assessment with strength level and notes
  • Attorney verification section to confirm or modify the AI assessment
  • Visual indicators showing strength levels (strong, moderate, weak)

4. Case Strategy Review

• Review and edit the AI-recommended case strategy
• Comprehensive text area for the attorney to modify the strategy as needed

5. Client Engagement

• Indicate whether the client has engaged the firm, is pending decision, or declined

6. Additional Requirements

• Questions about profile building needs
• Questions about PR support needs
• Case complexity assessment
• Additional notes field

7. Review & Submit

• Tabbed interface to review all entered information
• Organized view of the evaluation, visa path, selected criteria (for EB-1A), strategy, and engagement status

Key Features:

• The form dynamically adapts based on the selected visa path
• For EB-1A cases, it enforces the selection of exactly 3 criteria
• Each criterion includes both AI assessment and attorney verification
• Progress tracking shows the current step in the process
• Validation ensures all required selections are made before proceeding

This form provides a comprehensive workflow for attorneys to evaluate clients post-consultation, with special handling for EB-1A cases and integration with AI-generated assessments and strategies.