Smart Intake
Guided intake and AI-assisted extraction help turn client answers and raw notes into organized case data.
Features
Tools for intake, forms, documents, clients, and office collaboration.
PetitionPro gives immigration preparers a practical workspace for managing the details that make USCIS packages time-consuming.
USCIS Form Automation
Use reviewed case data to generate draft USCIS forms and reduce repetitive manual entry.
Client Management
Create client profiles, keep contact information organized, and return to active matters quickly.
Case Management
Track case type, package setup, status, intake links, documents, messages, and form drafts.
Document Uploads
Collect IDs, civil documents, translations, USCIS notices, relationship evidence, and preparer uploads.
Client Portal
Give clients a secure place to complete intake, upload documents, review forms, and send messages.
Team Collaboration
Invite preparers, share organization cases, use internal notes, and keep handoffs clear.
Draft Saving
Save progress and return later from both the preparer dashboard and the client portal.
Workflow Tracking
Monitor progress from intake sent to forms generated and client review copies shared.