For Attorneys Who Handle Immigration Cases

You Practice Law.
We Run the Rest.

Marketing  ·  Intake  ·  Case Preparation  ·  Client Communication  ·  Administration

You are a skilled attorney who handles immigration cases. Your clients need you. But between chasing documents, managing intake, and trying to figure out marketing, you are spending a large portion of your week on work that has nothing to do with practicing law.There is a better way to practice.

We add a new pipeline of cases alongside your existing practice. Nothing about how you currently work changes.
Every case is handled 100% remotely. Practice from anywhere in the world — your office, your home, or another country entirely.
The Problem

You Went to Law School to Help People.
Not to Chase Missing Documents.

If you are a solo or small-firm attorney who handles immigration cases, this is your daily reality. The work that actually requires your law license is being crowded out by everything else.

01

No Pipeline. No Predictability.

You rely on referrals. When referrals slow, revenue stalls. You know you need to market but you have no time, no expertise, and no budget to build it yourself.

Many attorneys have tried marketing agencies before. The leads came in and nothing closed. The attorney blamed the leads. The agency blamed the firm's systems. Both walked away. The real problem was that no one owned both sides. True Oak Ventures owns marketing and intake together, so that breakdown never happens.

"I know I need to market but I have no idea where to start and no time to figure it out."
02

Drowning in Administrative Work.

Document collection. Form preparation. Client follow-up. Intake calls. USCIS tracking. Billing. You are doing the work of four people. The administrative burden is the single biggest constraint on how many clients you can actually serve.

"I became a lawyer to practice law. Not to chase documents and manage spreadsheets."
03

At Capacity With No Way Out.

44% of solo attorneys report burnout, higher than emergency room physicians. You have no team to absorb overflow, no systems to create boundaries, no support structure. The practice consumes everything.

"I'm perpetually at capacity. I can't take more cases but I can't afford to take less."
What We Do

We Handle Everything
Except the Legal Work.

True Oak Ventures is a Management Services Organization built specifically for attorneys who handle immigration cases. We run the entire non-legal operation. You focus on the law.

Most attorneys have tried marketing before. The leads came in and nothing closed. We own marketing and intake together so both sides work.

📣

Bilingual Client Marketing

We run national Spanish and English lead generation across digital channels. Every qualified client is delivered to your calendar. You never spend a dollar on marketing or a minute sourcing cases.

📞

AI and Human Intake, 24/7

Our bilingual team responds to every new inquiry within 60 seconds. We qualify clients, collect the consultation fee, and book the appointment directly on your calendar. Client fees go straight to your attorney trust account. We never touch client funds.

📋

Complete Case File Preparation

Our immigration paralegal team collects all documents, prepares every USCIS form, and delivers you a complete case file with a full case summary before every consultation. You review, apply your legal judgment, and sign.

💬

All Client Communication

Document follow-up, WhatsApp and email updates, consultation reminders, case status updates. All handled by our bilingual team. Your clients are supported at every step without requiring your time.

💰

Retainer Collection, Handled

After your consultation, our team sends the retainer agreement and payment link within five minutes. The retainer goes directly into your attorney trust account. You do not chase anyone.

📊

Full Case Tracking

Real-time case status in Docketwise, USCIS submission tracking, evidence request support, and monthly performance reporting. You always know where every case stands without managing it yourself.

Who This Is For

Built for Attorneys Who Want to Focus
on Legal Work, Not Operations.

If any of these describe you, this program was built for you.

You handle immigration cases, whether full time or alongside other practice areas, and want to grow without building new infrastructure from scratch.
You spend more time on administrative work than you want to: document collection, form preparation, intake calls, client follow-up, and scheduling.
You want more clients but do not have the time or budget to run a serious marketing operation alongside everything else you are already managing.
You want to grow your income without hiring staff, increasing overhead, or taking on the complexity of managing a larger operation.
You want to practice 100% remotely by video and phone with no court appearances and no hearings. Work from your home, while traveling, or from anywhere in the world.
You want complete independence over your practice and your clients while having a full operational team working behind you.
Your Practice Stays Yours

You Keep Everything That Matters.

Every attorney's first question is what does joining this program do to my independence and my clients. The answer is nothing. We add to your practice. We never touch it.

⚖️

Full Legal Independence

Every legal decision is yours. Every filing is yours. We never give legal advice, communicate about legal strategy, or influence your professional judgment. Rule 5.4 protects your independence. Our structure is designed specifically to respect it, always.

🤝

Your Clients. Always.

The attorney-client relationship belongs entirely to you. Client fees go directly to your attorney trust account. We never receive or hold client funds at any stage. If you ever leave the program, your clients and your case files go with you. No exceptions.

💼

Your Existing Practice, Untouched.

Your current clients, your current workflow, your current fees. None of that changes. The program adds a new pipeline of cases alongside what you have already built. We do not disrupt anything. We only add to it.

Ready to Talk?

Schedule a 30-Minute Call.

No commitment required. We walk through the full program, answer every question, and show you exactly what joining looks like for your specific practice. You decide if it makes sense.

Schedule a Call
Ethics, Compliance, and How We Are Built

The Structure.

Every attorney who hears about this program asks the same first question: is this ethically compliant? We answer that completely, transparently, and with citations before anything else.

Rule 5.4 and Why We Comply

Built Around the Rules.
Not Around the Edges of Them.

Rule 5.4 prohibits sharing legal fees with nonlawyers and prohibits nonlawyers from directing attorney professional judgment. Our arrangement satisfies both requirements, explicitly and by design.

A Management Services Organization (MSO) is a business entity that provides administrative, operational, and marketing services to licensed professionals under a contractual services agreement. The MSO handles every function that does not require a professional license. The licensed professional retains full and independent control over all professional services, all legal judgment, and all client relationships. True Oak Ventures is the MSO. You are the licensed professional.

How does Rule 5.4 apply and why does our arrangement comply?

Rule 5.4 has two key prohibitions: fee sharing with nonlawyers, and nonlawyer control of attorney professional judgment. We charge a flat per-file management fee for defined administrative services. This fee does not change based on what you charge your client, does not fluctuate with your revenue, and is not a percentage of your legal fees. It is a fixed cost for services rendered. We have zero authority over your legal decisions. Every filing, every client relationship, every legal judgment belongs entirely to you.

What ethics opinions support this structure?

Texas Ethics Opinion 706 (February 2025) explicitly confirmed that a lawyer may contract with a nonlawyer-owned MSO for administrative and business services, provided the MSO does not direct the lawyer's professional judgment, share legal fees, or interfere with client relationships. California AB 931 (2025) addressed the same permissibility for flat-fee MSO arrangements. Holland and Knight, DLA Piper, and Reed Smith have all published analyses confirming the legal MSO model is compliant when properly structured. We encourage you to review our Services Agreement with your own counsel.

How does True Oak Ventures get paid?

We charge a flat per-file management fee for each case file our team prepares. This fee is fixed regardless of what you charge your client. Your clients pay their legal fees directly into your attorney trust account. We never receive or hold any client funds at any stage. At the end of each month you pay our flat management fee by ACH transfer.

Does True Oak Ventures control any legal decisions?

No. Every legal decision is yours. Every filing is yours. The attorney-client relationship is exclusively between you and your client. Our team members do not give legal advice, communicate with clients about legal strategy, or make any judgments about how a case should be handled. Any legal question raised through our team is immediately referred to you.

What happens to my clients if I stop working with True Oak?

Your clients are your clients. If you exit the program, you retain your client relationships, your Docketwise case files, and all your signed retainer agreements. The Services Agreement includes specific transition provisions addressing this exactly. Attorney independence is non-negotiable and the agreement reflects that without ambiguity.

Can I practice from outside the United States?

Yes. There is no requirement that an attorney be physically located in the United States to handle USCIS petition cases. USCIS filings are submitted electronically. Client consultations happen by video. There are no court appearances and no hearings for the case types in our program. An attorney licensed in Texas can prepare and sign an I-130 from Medellin, Lisbon, or anywhere in the world. You must maintain your bar license in good standing in your licensed state. That is the only geographic obligation.

A Note on Compliance

Our MSO structure and Services Agreement have been reviewed by attorneys specializing in legal ethics. Our flat per-file fee model is consistent with Texas Ethics Opinion 706 (February 2025), California AB 931 (2025), and North Carolina State Bar guidance on law firm management contracts. We are transparent about the structure, encourage independent legal review of our agreement, and will not move forward with any attorney who has unresolved ethical concerns. We would rather not work together than have an attorney proceed with doubt.

Questions About Compliance?

The Fastest Answer Is a 30-Minute Call.

We walk through the full structure, cite the relevant opinions, and answer everything directly. No obligation before you review the agreement.

Schedule a Call
The People Behind the Program

Built to Solve a Problem
We Saw Clearly.

The attorneys best positioned to serve immigrant communities are spending most of their week on work that has nothing to do with the law. True Oak Ventures was built to change that.

Why We Built This

The Gap Is Real.
And It Is Solvable.

There are 17,613 immigration law businesses in the United States. 86% have no marketing infrastructure. 77% of solo practitioners say administrative work prevents them from spending enough time practicing law. 44% report burnout.

The attorneys who want to serve immigrant communities are overwhelmed by the operational work of running a practice. The gap between attorney capacity and client need is not a talent problem. It is an infrastructure problem.

True Oak Ventures was built to close that gap. We give attorneys who handle immigration cases the marketing, intake, and case preparation infrastructure that was previously only available to large firms with large budgets. We serve immigrants from Spanish-speaking countries and from around the world. Our program reflects that global reality.

And because every case in our program is handled 100% remotely, the affiliated attorneys we work with have something most attorneys never get: the freedom to practice law from anywhere in the world they choose to be.

Attorney Independence First

Every decision in designing this program started with one question: does this preserve complete attorney independence? If the answer was no, we did not do it.

Radical Transparency

We explain the MSO model fully before anyone signs anything. We encourage independent legal review of every document. We answer every question directly and completely.

Operational Excellence

Every case file that reaches an attorney's desk must be complete, organized, and ready for legal review. That standard is non-negotiable on every single file.

Global Community First

We serve immigrants from all over the world. We market primarily in Spanish and English because that is where the greatest unmet need exists, but our program serves attorneys who work with clients from any country.

Location Freedom

We built this program so that the attorneys who join it are not tied to a geography. Practice from wherever you want to be. That is a feature, not an accident.

Leadership

The Founder.

Colin Egbert
Colin Egbert
Founder — Head of Business Development and Operations

Colin's father was an attorney who instilled in him a deep respect for the law and for the attorneys who practice it from an early age. He will also admit that it made winning an argument at the dinner table nearly impossible, which gave him a healthy appreciation for how much it matters to have a skilled lawyer in your corner.

He holds a Bachelor of Arts in Spanish with a focus in International Entrepreneurship from The Ohio State University, and is a proud Buckeye. He speaks Spanish fluently, has lived and traveled throughout Latin America for over a decade, and has visited more than 30 countries. He brings a genuine connection to Hispanic communities and a deep respect for the immigrant experience that sits at the heart of this work.

Professionally, Colin has spent the better part of his career as a real estate investor, flipping and owning over 50 residential properties and acquiring and managing over 50,000 square feet of self-storage facilities across six states. Every storage facility has been operated 100% remotely, which gave him a real-world laboratory for building the international remote teams and operational systems that True Oak Ventures runs on today.

He founded True Oak Ventures after identifying a structural problem in immigration law: the attorneys best positioned to serve immigrant communities were spending most of their time doing work that had nothing to do with practicing law. He built the MSO infrastructure to solve it.

Our operations team includes bilingual intake administrators, immigration paralegals with US case experience, and support staff dedicated to ensuring every case file is complete before it reaches an attorney.

Join the Program

Ready to Practice the Way You Imagined.

Apply in three minutes. We respond within 48 hours.

Schedule a Call
Common Questions

Everything Attorneys Ask
Before Joining.

Every question we have heard from attorneys evaluating this program. If something is not covered here, ask us directly on the call.

About the Program
Do I have to change how I handle my existing clients?

No. Your existing clients, your existing workflow, and your existing fees stay exactly as they are. The program brings you a new pipeline of cases alongside what you already do. We never touch your existing client relationships or change anything about how you currently practice.

What USCIS case types does the program support?

We currently support five USCIS petition-based family immigration case types: family-based green card (I-130 and I-485), naturalization (N-400), DACA renewal (I-821D), family petition only (I-130 standalone), and adjustment of status (I-485 standalone). We do not support deportation defense, removal proceedings, asylum cases, or immigration court representation. These are 100% remote, USCIS-only petition cases. No court appearances. No hearings. Ever.

Do I need to be a full-time immigration attorney?

No. Many attorneys in this program handle immigration cases alongside other practice areas. If you have the knowledge to handle USCIS petition-based family immigration cases and the capacity for additional legal work, the program is built for you. You need to be a licensed attorney in good standing who can competently handle the case types we support.

Can I also bring my own clients to use True Oak's back-office services?

Yes. If you have clients you sourced independently who need USCIS petition-based immigration help, you can bring those cases into the program and use our paralegal team, case management, and tracking services at the same flat per-file fee. Many attorneys use both: our marketing pipeline for new client acquisition and our back-office services for cases they bring in themselves.

Can I practice from anywhere in the world, including outside the United States?

Yes. There is no rule requiring you to be physically located in the United States to handle USCIS petition cases. USCIS filings are submitted electronically and client consultations happen by video. No court appearances. No hearings. An attorney licensed in Texas can prepare and sign an I-130 from Colombia, Portugal, or anywhere in the world. The only geographic obligation is maintaining your bar license in good standing in your licensed state. Many attorneys join this program specifically for this reason. For the first time in their careers, geography is not a constraint.

Do I need to speak Spanish?

No, though it is a meaningful advantage. Our bilingual team handles all client communication in Spanish, English, and other languages when needed. For attorney consultations, we provide interpretation support when the client and attorney do not share a language. English-only attorneys work effectively in this program.

About Compliance and the Structure
Is this arrangement compliant with bar ethics rules including Rule 5.4?

Yes. We charge a flat per-file management fee for defined administrative services. Not a percentage of your legal fees, not tied to what you charge your clients, and not contingent on case outcomes. We have no authority over your legal decisions. This structure is consistent with Texas Ethics Opinion 706 (February 2025), California AB 931 (2025), and North Carolina State Bar guidance. We strongly encourage you to review our Services Agreement with your own counsel before signing.

What is the difference between this and fee splitting with a nonlawyer?

Fee splitting occurs when a nonlawyer receives a percentage of legal fees earned from clients. Our flat per-file management fee does not change based on what you charge your client, does not fluctuate with your revenue, and is not a percentage of anything. It is a fixed cost for defined services. That distinction is the legal and ethical foundation of the MSO model.

About Your Clients and Your Practice
Who owns the client relationship?

You do. The attorney-client relationship belongs entirely to you. True Oak Ventures has no claim on your clients, your client files, or your client relationships. If you leave the program, your clients go with you. The Services Agreement is explicit and unambiguous on this point.

What happens to my clients if I want to leave the program?

You can exit per the terms in the Services Agreement. Your client relationships, your Docketwise case files, and your signed retainer agreements all remain yours. We do not trap attorneys in arrangements that do not serve them. If this is not working for your practice, we would rather know early.

About Payments and Fees
How does the payment flow work? Who touches client money?

Client fees go directly to your attorney trust account via LawPay. We never receive or hold client funds at any stage. At the end of each month, we invoice you our flat per-file management fee for each case file we prepared. You pay by ACH. The fee is for administrative services, not a share of your legal revenue.

What does the per-file fee cover?

Each per-file fee covers everything our team does for that file from acquisition through resolution: marketing to attract that client, intake qualification, consultation booking, retainer follow-up, document checklist delivery and collection, USCIS form preparation in Docketwise, pre-consultation case summary, and ongoing client communication. One fee. Everything included. This applies whether the client came through our marketing or was sourced by you directly.

Do I need malpractice insurance?

Yes. You are the attorney of record and responsible for all legal work product. Your standard malpractice insurance applies. Confirm your coverage includes USCIS petition-based immigration cases before taking your first case through the program.

Still Have Questions?

Get Every Answer on a 30-Minute Call.

We walk through the full program, your specific practice situation, and anything not covered here. No obligation.

Schedule a Call
From First Conversation to Active Cases

Here Is Exactly What Happens.

No ambiguity. No surprises. This is the complete sequence from the day you reach out to the day your first case is filed, and what your practice looks like on the other side.

The Process

Seven Steps. Then You Just Practice Law.

01

You Reach Out. We Schedule a Discovery Call.

Fill out the short form or contact us directly. We respond within 48 hours. On the 30-minute call we explain the full program, show you the fee schedule for each case type, and answer every question honestly. No pitch. No pressure. No commitment until you have reviewed the Services Agreement with your own attorney.

02

You Review and Sign the Services Agreement.

We send you a Management Services Agreement that defines exactly what we handle, what you handle, our flat per-file management fee for each case type, and all protections for both parties. We strongly encourage you to have your own attorney review it before signing. The agreement is designed for full compliance with Rule 5.4 and we welcome that scrutiny.

03

48-Hour Onboarding. Then You Are Ready.

Once signed, our team onboards you within 48 hours. We walk you through how prepared case files arrive for your review and set up your calendar connection. From day one, every case is handled 100% remotely by video and phone. No court appearances. No hearings. Practice from wherever you are in the world.

Your existing practice, your existing clients, and your existing fees are completely unaffected. The program adds a new pipeline alongside what you have already built. Nothing changes about how you currently work.
04

Clients Start Arriving on Your Calendar.

Our bilingual intake team runs national lead generation across digital channels. Leads are qualified, the consultation fee is collected, and the appointment is booked directly on your calendar. Every client who reaches your calendar has already paid to be there. That payment goes directly to your LawPay attorney trust account. We never touch client funds.

05

You Consult. We Handle Everything Else.

Before every consultation, our team delivers you a complete case summary covering everything you need to know about the client's situation. You meet with the client by video. You provide the legal assessment. If the client speaks Spanish and you prefer English, our bilingual team joins as an interpreter at no additional cost. The moment the consultation ends, our team sends the retainer agreement and payment link within five minutes. The retainer goes directly into your attorney trust account.

06

We Prepare the Case File. You Review and Sign.

Our immigration paralegal team collects all required client documents, prepares every USCIS form in Docketwise, runs a full 10-point quality check, and delivers you a complete organized case file. You review the legal merits, apply your judgment, and sign the filing. We handle USCIS tracking, client updates, and document assembly for any evidence requests.

07

You Earn. We Invoice. Your Practice Grows.

Clients pay their legal fees directly into your LawPay attorney trust account. At the end of each month, we invoice you a flat per-file management fee for each case file our team prepared. You pay by ACH. No revenue sharing. No percentage of your fees. Only a flat fee for defined services delivered.

The Division of Work

Your Responsibilities vs. Ours.

You do the work that requires a law license. We do everything else.

True Oak Ventures Handles

National bilingual marketing across digital channels
AI and human intake in Spanish and English, 24 hours a day
Consultation fee collection to your trust account and calendar booking
Pre-consultation case summary preparation
Retainer delivery and payment follow-up to your trust account
Document checklist delivery and collection follow-up with clients
USCIS form preparation in Docketwise
All client communication via WhatsApp, email, and phone
USCIS case tracking and status monitoring
Document assembly for USCIS evidence requests
Interpretation support during consultations when needed

You Handle (Attorney Only)

All legal advice and client consultations
Legal strategy and case assessment
Attorney-client privilege and confidentiality obligations
Review and approval of every prepared case file
Signing and submitting all USCIS petitions
Legal judgment on complex or sensitive case factors
Identifying when a case requires specialist referral
Drafting legal arguments for USCIS responses
The Real Cost of Doing It Yourself

What It Actually Costs to Build
This Infrastructure Alone.

Most attorneys never add up what they are already spending in money, time, and lost billing hours trying to handle marketing, intake, and operations themselves. Here is the honest number.

Building It Yourself — Monthly
Paralegal and intake staff salary or contract
$3,500–$5,000
Digital marketing and lead generation
$2,000–$4,000
Case management software and CRM
$300–$500
Intake phone system and communication tools
$150–$300
Your billable hours spent on non-legal admin (est. 10 hrs/week at your rate)
$2,000–$5,000
HR, management, and training overhead
$500–$1,000
Total Monthly Cost
$8,450–$15,800
Does not include the mental load of managing staff, vendors, and systems alongside a full caseload.
True Oak Ventures — Per File
National bilingual marketing and lead generation
Included
AI and human bilingual intake, 24/7
Included
Complete case file preparation by immigration paralegal
Included
All client communication through case resolution
Included
USCIS tracking, case management, and reporting
Included
No staff to hire, manage, or pay benefits for
Included
Your Cost
Flat per-file fee only
Pay only for cases we prepare. No monthly overhead. No staff management. No marketing budget. Fees discussed on your discovery call.
Ready to Talk?

See If the Program Works for Your Practice.

A 30-minute call is all it takes. No commitment required.

Schedule a Call
Affiliated Attorney Program

Let's Talk About
Your Practice.

We review every inquiry personally. If there is a fit, we reach out within 48 hours to schedule a 30-minute call. No pressure. No commitment. Just a direct conversation.

What Happens Next

A Conversation,
Not a Sales Call.

We review your submission within 48 hours. If there is a fit, we reach out to schedule a 30-minute call. On that call you will hear the full program model, see the exact fee schedule for each case type, and have every question answered honestly. No decision is required until you have reviewed the Services Agreement in full with your own counsel.

🏢
EntityTrue Oak Ventures LLC — Delaware registered
🕐
Response TimeWithin 48 hours
Attorney Program Inquiry

Submitting this form does not create an attorney-client relationship or any binding agreement. We will contact you to discuss the program before any agreement is presented.