How it works
One record. Seven stages. Your team checks each one.
This page is the whole mechanism in plain English. If you'd rather see it than read it, the demo is open with no signup.
The seven stages
- 1
Intake
What the software does: sends the client a guided questionnaire in English or Spanish that works on a phone. Asks each datum once. Collects all addresses in one place. Long disclosure sections use one gate question, then a multi-select, then details only for the items that apply. Chases the exact step a client is stuck on with automated reminders.
What your team checks: the paralegal sees unanswered items and the client's last activity, and can lock an answer so it can't drift.
Questionnaire on a phoneThe client's questionnaire, on a phone, in Spanish. - 2
Evidence
What the software does: reads each upload and turns it into facts. Identity documents are read twice by two independent passes that must agree. Every extracted value shows its source document. A value that disagrees with what the client typed shows both, side by side, with the source.
What your team checks: the paralegal confirms or overrides each extracted fact. An override is permanent. The software never reverts it.
Passport extraction with conflict bannerA passport read into the record, with the conflict banner. - 3
Forms
What the software does: renders every USCIS and DOL form from the one record. Every form cell points at one fact, like a spreadsheet where =A1 appears in twenty places. Change A1 once and twenty forms update. Current form editions, continuation sheets and addenda, signature pages tracked per edition. Conditional questions stay blank when the parent answer is No.
What your team checks: the paralegal reviews the rendered forms. Every field stays editable.
I-129 and LCA side by sideThe I-129 and the LCA, both showing the same wage from the same fact. - 4
Letters
What the software does: drafts support letters on the employer's letterhead and cover letters on yours. For O-1, EB-1 and NIW work it drafts recommendation letters in different voices from concrete facts, flags independent recommenders, and cites every exhibit by tab. For EB-5 it builds the source-and-path memo and the flow chart from the exhibits.
What your team checks: the attorney edits and signs every letter. A letter is a draft until then.
Recommendation letter draftA recommendation letter draft beside the facts it was written from. - 5
Packet
What the software does: assembles the packet in filing order with the G-28 in it, the exhibit index, and the Public Access File for H-1B work. It can't be marked ready to file while a required document is missing. Since August 5, 2026, that matters more than it used to.
What your team checks: the paralegal clears the readiness list, then releases the packet to the attorney.
Readiness listThe readiness list, with two items still open. - 6
Filing
What the software does: files through your firm's myUSCIS legal representative account, or prints the merged packet and books it on the FedEx shipping calendar. The receipt is captured when it arrives.
What your team checks: the attorney signs and releases. Nothing is filed until then.
Release stepThe release step, waiting for the attorney. - 7
Tracking
What the software does: receipt notices, case status changes and RFEs land on the case. Deadlines set themselves from the notice. Renewal alerts fire at 180, 120, 60 and 0 days. The client sees a timeline of their own case in the portal.
What your team checks: the paralegal watches the queue. The attorney is notified on an RFE.
Case timeline with receipt noticeThe case timeline, with the receipt notice attached.
Two things that can't happen to a packet we build
One
Two forms can't disagree, because no form keeps its own copy of anything. The RFEs that come from two forms disagreeing become impossible, not just unlikely.
Two
A required piece of evidence can't be missing, because the packet can't be marked ready to file until every required item is in it. Since August 5, 2026, USCIS can deny a filing that is missing required initial evidence without asking for it first. RFEs still exist, but you can't count on one.
Everything included
Intake and client work
guided per-party questionnaires in English and Spanish, mobile, a 75-slot document checklist per case with provide-one-of logic, automated reminders that name the step a client is stuck on, client and firm portals, a 13-step family case journey and a 19-stage H-1B timeline.
Evidence and record
two-pass identity document reading, extraction with the source shown, conflict detection with a written reason, 35 format transforms so a date or an address lands in each form's own format, a settled human decision that outranks the software permanently.
Forms and letters
every form on the Case types page from one record, support and cover letters on the right letterhead, recommendation letters in distinct voices, the exhibit index, the Public Access File, continuation and addendum sheets, signature pages per form edition.
Filing and tracking
myUSCIS legal representative filing, the FedEx shipping calendar, receipt capture, case status from USCIS on the case, RFE routing to the attorney, renewal alerts at 180, 120, 60 and 0 days, a payment-gated workflow synced to QuickBooks.
Before an H-1B files
an RFE risk read with a level, the likely topics, wage benchmarks and comparable AAO non-precedent decisions from our own corpus, with a plain note on where the data is thin. Decision support, never an outcome prediction.
For your other tools
an MCP server and an API, so the record can be read by the tools your firm already uses.
What the software refuses to do
- File anything before your attorney signs and releases it
- Write from a document it can't verify
- Overrule a settled human decision
- Predict your outcome
- Give a legal opinion, to you or to your client
- Hide its own data gaps
The software reads and types. Your paralegal checks. Your attorney decides.