Smart Forms
Following these steps allows you to prepare forms efficiently, invite clients to collaborate, and manage related case details.
Navigate to the Case and access the Immigration Add-On
Open the case you want to work in the Immigration Add-On.
Ensure your client’s contacts are linked on the left-hand side of the case.
Under the “Items & Info” tab, select Immigration Add-On.
Start Creating a New Form
Click “Create New Form” on the right side of the screen to begin the four-step form creation process.
The contact and matter auto-populates.
Select the preparer
To add preparer information, create a G-28, and in the application tab, select “Attorney Details Questionnaire.”
Add information about yourself. By default, this information will be used to populate the preparer fields on all of your forms.
If you have multiple users on your account, you can choose another user within your account set as the preparer. You can also set a form-specific preparer so that different forms in your account populate with different preparer's information.
4. Select whether to include a Table of Contents.
5. Ensure the questionnaire box is checked.
6. In section 2 "Add Forms and Files", add the smart forms you would like to incorporate in your intake.
7. Optionally, add any supporting evidence (e.g., passport).
8. In section 3, “Assemble Your Packet,” Confirm the Beneficiary and add a Petitioner if applicable for each form(s).
9. Click "Save & Next" to proceed.
Invite the Client to Complete the Intake Form
Click the “Invite Contact” button.
Select the client participating in the intake.
Select a method for sending the invitation (email, text, or a shareable link).
Select the client’s preferred language.
Check the box for Customize Invitation and configure the invitation (optional):
Customize email message
Uncheck the boxes for the tabs of the intake that you wish to hide from your client
Click the “Send Invite” button to email the invitation.
Complete Additional Details
Enter detailed information for each section of the selected forms.
As you proceed, complete fields within the application tab, petitioner, and beneficiary tab.
Use the available options to Hide, Flag, or Comment on intake questions for clarity or additional instructions.
Review and Finalize Forms
Go to the Review tab to view completed forms, supporting evidence, and the Table of Contents (if added)
Switch between forms to review details and make any last-minute changes.
There are 3 ways to edit the form where the information will be saved to the database and populated on future forms.
Contact Page: The Contact Page syncs to the forms, so any changes made update information on the forms.
Questionnaire answers: This questionnaire also syncs to the forms, so your answers are updated.
You can edit the green text boxes on the form. These fields are two-way synced and appear this way when “Form Sync” is toggled on. You can click directly on these green boxes to make any changes you need.
4. You can turn off “Form Sync” to make edits directly on the form. By toggling this off, you are able to click into any text boxes within the form to make changes. This is only recommended to make final edits, as this does not connect back into the system. Any changes you make with Form Sync off will be made only on the form. Please note, that if you turn Form Sync back on after making changes, you will lose the information you’ve entered.
5. Choose to print the entire packet or specific forms using the print option at the top of the screen.
6. Click “Save” and “Close” to finish.