Hand Lex a file, and it fills the form from it.
Attach a client's filled form, worksheet or scan at the Desk and ask Lex to fill the I-130 from it: every value lands on a card for you to check, and nothing is written until you press Confirm.
Clients often arrive with their answers already written down: an intake filled in another system, a worksheet sent by email, a passport scan. Now you can drop those files straight into a conversation with Lex, by the +button, by pasting, or by dragging them anywhere onto the thread. Lex reads them like a colleague would, and when you say "fill the I-130 from this", it lays out every value it found on a card, marked as filling an empty field, conflicting with an answer you already have, or already matching. Conflicts start unticked, so an existing answer only changes when you choose it. The file is saved to the case's documents, and a conversation that holds files never browses the web. Just want the files on the case? Say "add these to the case", and one card lists them all, each with its checklist slot, ready to file on Confirm.
- Up to 5 files a message: PDF, images, Word or plain text, 20 MB each
- Works from a file you attach or one already in the case's documents
- The same careful reading as Import from file on the Forms tab, people matching included
- Say "add these to the case" and every file lands on one card, each with its checklist slot or Lex's own classification