What to bring to a first immigration consultation

Passport, current permits, past decisions, timeline, family details and questions: how immigration advisers prepare clients for a useful first consultation.

5 min read

A first immigration consultation is useful when the client arrives with their identity documents, their current status and any past applications or decisions, plus a clear timeline of how they got here and what they want next. Send a short checklist when they book, ask them to bring originals and copies, and suggest they write down their questions. Say at the start what the meeting will cover and what it won't: an honest assessment of options, not a promise of outcome.

Why preparation matters

An immigration case depends on dates, documents and details. Without them, the first meeting turns into guesswork and a second appointment becomes necessary just to see the papers. A client who comes prepared gets real advice in the first session, and you avoid giving an opinion you have to change later.

Documents to bring

  • Identity: passport, including old passports with visas and entry stamps, and any national identity card.
  • Current status: residence permit, visa, or any document showing the client's present position.
  • Past applications and decisions: forms submitted, letters received, refusals and their reasons, with dates.
  • Family: birth and marriage certificates, and documents for any family members concerned by the application.
  • Work, study or resources: contracts, payslips, enrolment letters or bank statements, depending on the route considered.
  • Translations: any translations already made, and a note of documents that will need one.

A timeline, written down

Ask the client to write a simple timeline: dates of arrival and departure, changes of status, applications made, addresses, jobs or studies. It doesn't need to be perfect; a page of dates in order saves a large part of the meeting and shows gaps you will need to discuss.

Questions to prepare

Suggest they write down what they want to know first: which options exist for them, what deadlines apply, what the process involves, what it will cost in fees and your time, and what happens next. Clients under stress forget their questions in the room; a list helps them leave with answers.

Urgent deadlines

Ask at booking whether a deadline is close: a permit about to expire, a date to leave, a time limit to challenge a decision. Ask clients to write it in the booking note. An urgent case may need an earlier slot than the next one free, so read new-booking emails promptly and call back when a date is tight.

Interpreters and companions

If the client is not comfortable in the language of the meeting, plan an interpreter rather than relying on a relative, especially for sensitive matters. A family member or supporter can attend if the client wishes, but make sure the client can speak freely and that confidentiality is respected.

Confidentiality

Clients share personal and sometimes painful details. Explain how you keep their documents and notes, who sees them, and how long you keep them, under the data protection rules where you work.

Setting expectations

Be clear from the first minutes: you will assess the situation, explain options and next steps, and say what you can help with under your qualification and the rules where you work. Avoid promising outcomes that depend on the authorities. If the matter is outside what you can advise on, say so and suggest where to go.

After the meeting

Send a short written summary: the options discussed, the documents still needed, deadlines, and the proposed next step with your fees. It helps the client decide calmly and keeps a record of what was said.

Booking first consultations with Book

On Book, each service has a name, a price and an optional description shown on your public page. Create a "First consultation" service and put the document checklist in its description, so clients see it before booking. Open slots at the times you meet clients, in person or by video. Clients book with their name, email and phone and can summarise their situation and preferred language in the optional note, which you read in your new-booking email before the meeting. They receive a confirmation email with a calendar file.

ServiceExample slotExample price
First consultation1 h€90
First consultation by video1 h€90
Document review meeting45 min€70

Durations and prices are examples: set your own. If you need to move an appointment, reschedule it from your bookings list and tell the client yourself, since Book doesn't email clients about changes. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.

What if the client doesn't have all the documents?
Hold the meeting anyway with what they have, note what's missing, and plan a short document review once it arrives.
Can a relative interpret?
It is possible, but a professional interpreter is safer for sensitive matters and protects the client's ability to speak freely.
Can clients send documents before the meeting?
Yes, if you have a secure way to receive them. The booking note is for a short summary, not for personal documents.

Guides for immigration advisers