How to use Lexfill: a practical walkthrough

Lexfill replaces the intake packet with a guided conversation, then hands you structured, form-ready answers to review. This is the practical walkthrough: from inviting your first client to filing a proofed form — and the few habits that make it sing.

The whole flow is built around one idea: your client does the talking, and you do the reviewing. Nothing is filed automatically, and every field is yours to edit before it leaves your hands.

Before you start

You'll need a Lexfill firm workspace and a client with an email address. That's it — there's no software for your client to install and no account for them to create. Everything they need arrives in a single secure link.

Step 1 — Add a client

From your console, choose New client. Lexfill asks how you'd like to start: type the details in yourself, or upload documents — if this is a matter you already have a folder for, drop the files in and Lexfill builds the client, the case and the document library from them, without emailing your client anything. The rest of this guide follows the manual path; either way you fill in the same basics:

• Full name and email.The email is how your client signs in — Lexfill mails them a single-use magic link, so there's no password to manage.
• Preferred language.This is the one field that changes everything about your client's experience. Pick the language they actually think in — the entire intake will be conducted in it, and every answer comes back to you in English. If you set a country of origin, Lexfill pre-fills a sensible language for you to confirm or override.
• Form and matter details. Choose the form (I-485 today, with more on the way) and, optionally, the matter type, lead attorney, reference, and a priority. These are for your own organization — your client never sees them.

When you save, Lexfill creates the client, opens an intake session, and sends a branded invitation in your client's language. It also hands you a copyable sign-in link, so you can share it directly over whatever channel your client already uses.

Tip: preview before you send

Not sure what your client will see? Use Preview chaton the client's page. It runs the real intake agent — in the client's chosen language — against a throwaway, in-memory session. You can answer a few questions exactly as your client would, and nothing you type is ever saved. It's the fastest way to sanity-check the language and tone before the link goes out.

Step 2 — Your client tells their story

Your client clicks the link and lands straight in the intake — no sign-up wall. The conversation is deliberately calm: one plain question per screen, Typeform-style, on their phone or laptop. Lexfill acknowledges each answer, asks the next thing, and explains anything confusing in their own language.

Two details worth knowing:

• They can stop and come back. Progress is saved as they go. If they close the tab and return through the same link, Lexfill picks up right where they left off.
• Sensitive history is handled with care.When a question touches something that can change a case — an overstay, a prior arrest, a removal — Lexfill stays neutral, explains why it's asked, and flags the answer for your review instead of glossing over it.

Step 3 — Review, edit, and proof

As answers come in, they land in your console as structured fields grouped by section — not a transcript you have to read end to end. From the intake's detail page you can:

1. Read answers by section. Jump around with the section rail; see at a glance how many fields are complete.
2. Edit any field inline.Correct a date, fix a spelling, tidy a normalized value. Your edits are validated against the form, so you can't introduce a value the document won't accept.
3. Resolve the flags. The risks Lexfill surfaced during the conversation are waiting for your attention, so nothing ambushes you at filing time.
4. Proof the document page by page. Lexfill fills the real USCIS form from the collected answers. Walk the pages, mark each one reviewed or flaggedwith a note, and you have a clear record of what you've checked.

When you're satisfied, download the filled, editable PDF. You reviewed and corrected; you never retyped.

Sending another form to the same client

Cases evolve. When a client needs a second form — a new matter, a follow-on filing — you don't start over. Use Send another formon their page: Lexfill opens a fresh intake on the existing client and re-invites them with a new link, while their basic details carry across. Everything they've already told you stays on file.

A few habits that make Lexfill sing

• Set the language deliberately.It's the single biggest lever on completion and honesty. A client answering in their first language finishes the same night and tells you more.
• Changed the language mid-intake?The conversation switches on your client's next answer — the questions they've already seen stay as written. If you want the whole intake regenerated in the new language, start a fresh one.
• Review flags first.They're where the case actually turns. Clear them before you sweat the routine fields.
• Lean on preview when onboarding your team.It's a consequence-free way to show a paralegal exactly what clients experience.

What Lexfill will never do

Lexfill prepares the record — it does not practice law. It never files anything on its own, never gives your client legal advice, and never lets an answer reach the form without an attorney's review. Intake links are single-use and scoped to one client, and every answer is encrypted in transit and at rest.

The work that used to eat a paralegal's afternoon — chasing a packet, re-keying answers, hunting for the overstay — now arrives done, in English, flagged, and waiting for a signature.

That's the whole loop: invite, converse, review, file. Once you've run a client through it, the old way of doing intake is hard to go back to.