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MyCase Immigration

This guide will walk you through generating and managing immigration forms using the new immigration Add-On.

Updated this week

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See How the Add-on Works

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

  1. Open the case you want to work in the Immigration Add-On.

  2. Ensure your client’s contacts are linked on the left-hand side of the case.

  3. Under the Items & Info tab, select Immigration Add-On.


AI Data Capture

Overview

AI Data Capture assists you by using AI to extract data from commonly requested documents and directly input this information into Smart Forms, saving you time and ensuring accuracy.
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What Does AI Data Capture Do?

You can add intelligent document requests to Smart Form questionnaires with AI Data Capture. These intelligent document requests allow you and your clients to extract key information from commonly requested documents to update the contact and Smart Form data.

Which AI Data Capture Document Requests Are Available?

Our list for available document types will continue to grow. At the moment, you can add the smart document requests for the following document types:

  • Passport

  • Green Card / LPR Card

  • EAD Card (Employment Authorization Document)

  • I-94

Adding AI Data Capture Document Requests

To use AI Data Capture, you must first add document requests to a smart form. You can add document requests for AI Data Capture by following these steps:

  1. Within the Smart Form select the 2. Documents step at the top of the screen

  2. Click the Create Document Request button

  3. Select the AI Data Capture Document Request Type

  4. Assign the AI Data Capture Document Request Type request to any of the contacts involved in the Smart Form

  5. Click the Create Document Request button

After adding a document request, you can find it under the contact's questions in the Document subtab.
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Using AI Data Capture

Once the document request is added, all you need to do is upload the document, review the data, update the Smart Form and contact the extracted data. Below, we'll walk through these steps in more detail.

Uploading a Document

In order to upload a document, simply choose or drag and drop the file of your choice.

After the document is uploaded, it will be processed for data extraction and as soon as it is completed, you can review the information

Reviewing and Updating Information

To review the information, simply click on the Review & Edit option after the document has finished processing. This will open a modal, showing all of the extracted data for each field included.

When reviewing the information, you can also make edits before saving the contact and Smart Form changes. Additionally, you can ignore certain fields, which will omit updates for those specified fields when updating the contact and Smart Form information.
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After reviewing (and making edits or omitting certain fields), you can apply these changes to the contact & Smart Form.

Notes:

  • Only after clicking the Confirm & Import button, will the data be updated.

  • After clicking the Confirm & Import button for an I-94, a new US entry (period of stay) will be saved under that associated contact.

Start Creating a New Form

  1. Click Create New Form on the right side of the screen to begin the four-step form creation process.​

  2. The contact and matter auto-populate.

  3. Select the preparer

    1. To add preparer information, create a G-28, and in the application tab, select Attorney Details Questionnaire.

      1. Add information about yourself. By default, this information will populate the preparer fields on all of your forms.

      2. If you have multiple users on your account, you can choose another user within your account to be the preparer. You can also set a form-specific preparer so that different forms in your account populate with different preparers' 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 want to incorporate into 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.
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Invite the Client to Complete the Intake Form

  1. Click the Invite Contact button.
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  2. Select the client participating in the intake.

  3. Select a method for sending the invitation (email, text, or a shareable link).

  4. Select the client’s preferred language.
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  5. Check the box for Customize Invitation and Access, and configure the invitation (optional):

    1. Customize email message

    2. Uncheck the boxes for the tabs of the intake that you wish to hide from your client

  6. Click the Send Invite button to email the invitation.
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    ​Complete Additional Details

  7. Enter detailed information for each section of the selected forms.

  8. As you proceed, complete the fields in the application, petitioner, and beneficiary tabs.

  9. Use the options to Hide, Flag, or Comment on intake questions for clarity or additional instructions.​​

Review and Finalize Forms

  1. Go to the Review tab to view completed forms, supporting evidence, and the Table of Contents (if added).

  2. Switch between forms to review details and make any last-minute changes.

  3. There are 3 ways to edit the form. The information will be saved to the database and populated on future forms.

    1. Contact Page: The Contact Page syncs to the forms, so any changes made update information on the forms.

    2. Questionnaire answers: This also syncs to the forms, so your answers are updated.

    3. 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 necessary changes.

    4. You can turn off Form Sync to directly edit the form. You can click into any text boxes within the form to make changes by toggling this off. 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 entered.

    5. Use the Print option at the top of the screen to print the entire packet or specific forms.

    6. Click Save and Close to finish.
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