Intake
What is the client trying to achieve?
On exams, “Step 2” is easiest if you first write: Goal → Forum → Tool (visa, AOS, defense, naturalization).
Location controls which decision-maker you cite: DOS/9 FAM vs USCIS/PM vs CBP vs IJ.
Exam pitfall: the “best” Step 2 category can change when the goal changes. A “student” goal points to
a different tool than a “green card” goal even with the same facts.
Reverse engineering
Goal → forum → tool → what to analyze
How to use this
Pick a goal and location, then follow the plan. When you want the full tree, open:
Study-only tool. Not legal advice.