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For professionals
Ancestra partners with RCBI firms, genealogists, immigration attorneys, document searchers, and translators who help our clients research, qualify for, and file citizenship by descent cases. If you offer any of these services, you can receive client referrals, access our case-management tools, and list in our professional directory.
Every lead completes our 4-minute eligibility checker before routing. You receive leads with a country, relationship, key dates, and an internal eligibility score — not tire-kickers.
Run your entire CBD practice from one workspace: intake, milestones, documents, alerts, co-counsel collaboration, and pipeline analytics. Stop juggling email, Drive, and Notion.
Need a genealogist in Palermo? A translator in Warsaw? A co-counsel in Mexico City? The Ancestra network routes referrals between professionals — and you keep your client.
How lead routing works
Our routing engine runs on a weighted score across five factors. Higher-weight factors gate eligibility; lower-weight factors break ties. Professionals can tune their preferences in the dashboard.
Lead's selected ancestor country must match the professional's declared specializations. A professional specializing in Italy jure sanguinis will not receive Mexico leads.
Each lead gets an internal score (0–100) based on the user's answers in the eligibility checker. Higher-score leads go to higher-tier professionals first; lower-score leads go to intake teams for nurturing.
Where in-person filing is required (Italian 1948 cases, certain Latin American venues), leads are preferentially routed to professionals in the same metro area as the relevant consulate.
Each professional declares a monthly lead cap. We respect it. If a Partner's cap is reached, the next lead is routed to the next-best match.
Professionals with high close rates and client satisfaction scores get prioritized routing. Bad actors (spam, ghosting, missed SLAs) get throttled or removed.
The CRM
Custom-branded intake, auto-populated from the eligibility checker.
5-step standard workflow, customizable per country program.
RFEs, deadlines, status changes — pushed to email, Slack, or your API.
Counsel, paralegals, genealogists, translators — all in one workspace.
Encrypted storage with chain-of-custody logging and version control.
Lead-to-close rate, average case duration, revenue by program.
Professional pricing
All plans include lead routing, CRM access, and directory listing. Upgrade as your CBD practice grows.
For solo practitioners testing the channel.
For established CBD firms and genealogists.
For multi-jurisdiction firms & white-label resellers.
All plans are month-to-month. Per-lead fees (beyond plan cap): $50/lead for Associate, $35/lead for Partner, $0 for Enterprise. Volume discounts available.
Add CBD to your CBI/RBI offering without building the genealogy capability in-house.
Get qualified leads in your archive specialty — Italian, Polish, Jewish, Galician, Caribbean.
Receive consular-ready dossiers with the legal opinion already drafted; you file and bill.
Get referred into active cases by the case lead — no marketing required.
Professional network · Apply
Tell us about your practice — jurisdictions, capacity, and specialties. We review every application within 5 business days.