What's new
Every update here is live in your workspace today — no toggles to find, no upgrade to buy.
See who spoke to each lead — and whose calls turn into consults.
Log every call, email or text to a lead in one tap, and Reports now breaks the funnel down by team member — leads worked, attempts made, how many reached a consult and hired — so you can see which approach converts, not just the firm-wide rate.
Every invoice and payment now lands in QuickBooks on its own.
Connect QuickBooks Online once from Settings. From then on every invoice you send, every payment that comes in — online or recorded by hand — and every refund or void posts to your books automatically, under the right client, with your own invoice number.
Every case now has owners — and only they hear about it.
Assign one or more attorneys to a case and see who owns what at a glance — in the Cases list, on the case itself, and in a My cases widget on your home page. Case updates, notes and completed tasks go to the owners, not the whole firm.
Retainers now ask the client for the details only they know — and your templates stay editable after import.
Mark a template variable as filled by the client — phone, mailing address, date of birth — and the signing page collects it before the signature, so the client reviews and signs the completed agreement. A saved template's payment plan and variables can now be edited any time in Settings.
Send a retainer, get it signed and paid from one link — and the lead becomes your client.
Draft the retainer with Lex on the lead's page and send one link. The lead reads, e-signs and pays the first installment in one sitting, with no account — and that payment creates the client, the case and a paid first invoice.
Forms now take comments — from your team, and from Lex.
Switch on Comment, click anywhere on the document, and the thread stays pinned there — and Lex's AI-review findings arrive the same way, anchored to the exact fields she questions.
Court Watch: the immigration court moves a hearing, and your team knows that day.
Court Watch checks the court's own hearing schedule for every client you choose to watch. A hearing moved earlier raises an alert that day — not a line buried in a weekly digest.
Your booking page now asks your questions — so you walk into every consultation already knowing the matter.
Switch on ready-made questions or write your own, mark any of them required — and every answer arrives with the booking, so no consultation starts cold.
FOIA a client's A-File without retyping a thing — or risking the mistakes that get requests closed.
Form G-639 filled from the record you already hold, plus a submission sheet with every value in the order the USCIS portal asks for it — parents' names included.
Certified document translations that look like the original — reviewed, certified, filed.
Civil documents translated into English that mirrors the original page — same grid, same checkboxes, seals noted where they appear — reviewed side by side and certified by your firm before the client ever sees it.
Detention cases: a court-ready § 2241 habeas petition, built for the speed the practice demands.
A family-answerable intake collects the custody record, Lexfill grades the detention against the clocks that govern it, and the complete court filing package is assembled for your review.
Delay lawsuits: from stuck USCIS case to a filed-ready federal complaint.
The delay graded against USCIS's own published processing times, the complaint drafted from the record, and the complete court filing package — cover sheet, summonses, service documents — assembled for your review.
Turn a folder of documents into a client — without retyping any of it.
Drop in passports, old filings and half-filled worksheets; Lexfill reads the bundle and proposes the client, case and forms — and nothing is saved until you confirm.
Affirmative asylum cases: the full I-589, built on a consistent written record.
A guided intake walks the applicant through the entire Form I-589 with no question left blank, and the filing packet assembles the evidence in filing order with the fee mechanics spelled out.
NIW and EB-1 petitions, organized around the criteria that decide them.
Five new case types — EB-2 NIW, EB-1A, EB-1B, EB-1C and PERM-based EB-2/EB-3 — each with an evidence checklist built slot-by-slot around the regulatory criteria.
O-1 cases: the full I-129 petition, with evidence mapped to the O-1A and O-1B criteria.
O-1A and O-1B walk the beneficiary through a guided I-129 intake, O supplement included, with a document checklist that mirrors the regulatory criteria — consultation letter and itinerary included.
The client experience now speaks Chinese.
The intake chat, document checklist, portal and payment pages — and the full I-140 questionnaire — now run in Chinese, with every answer still arriving in your console in English.
Every to-do on a case now has an owner and a date.
Create work from a case, assign it to a teammate, and track it on a list or a drag-and-drop board — so nothing lives in a head, an inbox, or a sticky note.
One calendar for the whole firm's deadlines.
Filing dates and invoice due dates, every attorney and every client, on a single month view.
Get each update the week it ships.
A short note when something meaningful lands — roughly twice a month, written by the people who built it. No roadmap teasers, no newsletter.
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