Matter Pipeline
New Client Intake
Confidential — Attorney Work Product
File No.—
🧭 Start with Guided Screening
Answer ~10 simple questions in a flowchart to instantly see what relief the client may qualify for. Pre-fills the Triage automatically.
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Case Strategist & Triage Engine
Decision support only — attorney must confirm every result
How to use this: Questions are sequenced the way an intake attorney actually runs a consult — danger/disqualifier screen first, then identity, then one branching question that opens only the relevant deep-dive track. Every relief category, risk flag, and readiness score below is computed live from your answers using fixed if/then logic — the same logic as a screening checklist, not a database of the client's case. Nothing here is a legal conclusion or a substitute for your own review of the file.
Risk Level
📖 INA Quick Reference
🔍 Deep-Dive Screens
These open automatically when triggered, or tap any to open manually. Each screen asks targeted questions and runs an AI analysis for that area.
Possible Relief / Process
Evidence Readiness
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Save / Export
Relief Workspace
Decision support only — confirm before advising client
Follow-Up Questions for This Relief
Next Steps / Filing Procedure
Documents Required From Client
| Priority | Document | Who Provides | Why It's Needed |
|---|
Forms Needed
Contract Pricing (editable — fill in once, saved automatically)
Additional Services — Fee Reference (2026)
Standalone services not tied to a specific relief category. All EOIR cases require $2,500–$3,500 deposit; minimum payment plan $450/month; contract paid off by final hearing. All fees under $1,000 paid in full. Payment plans max 15 months.
| Service | Fee | Notes |
|---|
Attorney Guide — After Client Agrees to Sign
Link to Matter
⚖ Individual Hearing Cases
Defensive asylum prep tracker — drag cards across columns as work progresses
Intake & Conversion Report
Based on all matters in the system — updates live as you add cases
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Admin — User Management
Create and manage staff accounts. Only admin users can see this tab.
My Account
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Recovery Email
Your email is used when you click "Forgot password?" on the login screen.
Create Staff Account
Current Users
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Declaration Review
Drafting aid — checks coverage of legal elements, not a credibility or merits determination
How to use this: Paste the client's declaration below, choose the relief it's meant to support, and Claude will map what's written against that relief's actual legal elements — noting what's covered, what's thin, and what's missing entirely. This does not assess credibility, weigh evidence, or predict outcome. It is a drafting checklist. You must independently confirm every gap identified and every element marked "covered."
1. Select Type
Asylum / Withholding / CAT
I-589 declaration — persecution, nexus, fear of return
42B Cancellation of Removal
Non-LPR cancellation — 10 years, good moral character, hardship
⚡ RFE / NOID Response
Paste the USCIS notice — get deadline, outline, cover letter, evidence checklist
2. Paste Client Declaration
Legal Elements to Cover
Select a type to see what Claude will check for.
Eligibility Screening
Live worksheet for intake calls — not a legal determination
How to use this: Type what the client tells you, in their words, as the call happens. If you've already filled in Triage answers for this session, Claude reads those first so it won't re-ask what you already know. Claude will ask follow-up questions and reason about possible relief categories out loud — same as a colleague thinking with you. It does not know your client and cannot confirm eligibility. Treat every suggestion as a prompt to verify, not a conclusion. When you're done, generate the summary and review it line by line before saving it anywhere.
Screening Conversation
Not linked to a matterLink to Matter
Linking lets you save the final summary directly into that matter's intake notes.
Session
Start describing the client's situation in the chat. Ask one thing at a time, the way you would on a call.