From Client Intake to
Attorney-Ready Packages
Structured, source-traced, and ready for your review — never a substitute for it.
Cut the time from intake to a review-ready package by up to 80%. A case-prep assistant that never tires and never misses a detail.
The Immigration Intake Bottleneck
Preparing petition packages manually wastes up to 50% of an immigration firm's billable hours.
Chasing Documents
Clients struggle to provide exact civil certificates, tax transcripts, or translation proofs. Following up takes weeks of email ping-pong.
RFE & Rejection Risks
Lacking sufficient evidence weight (such as weak bona fide marriage records) or using incorrect form editions triggers devastating RFEs.
Manual Fact Mapping
Paralegals manually copy-paste names, addresses, and entry dates across Form I-130, I-485, and I-864, risking formatting and transcribing errors.
The AI-Native Petition Assembly Engine
MeritX bridges the gap between messy client consultations and polished USCIS petition packages.
1. Case Playbooks & Evidence Mapping
Upload consultation audio or case files. Our engine identifies the case scenario (e.g. USC Petitioner with Adjustment of Status) and extracts required facts, mapping evidence directly to USCIS eligibility criteria.
- Dynamic Fact Extraction: Captures lawful entry records, tax filings, and prior marriages.
- Evidence Mapping: Automatically classifies files (e.g. lease -> Cohabitation evidence).
- Auditable Citations: Every extracted fact traces back to timestamps in audio or pages in PDFs.
2. Completeness Scoring & Red Flag Checks
No more manual file auditing. MeritX's deterministic check layer evaluates evidence counts and flags inadmissibility bars, calculating a clear completeness breakdown.
- Completeness Score: Four-dimension breakdown showing exact case readiness.
- Deterministic Rule Flags: Detects overstays, date conflicts, and financial gaps.
- Actionable Feedback: Instantly alerts if evidence falls below USCIS guidelines.
3. Form Mapping & Package Assembly
Generate attorney-ready outputs in minutes. The engine maps facts directly to USCIS forms, builds the cover letter, and structures the evidence binder.
- Form Field Mapping: Maps intake facts into Form I-130, I-130A, I-485, and I-864 schema.
- Petition Cover Letter: Drafts letterheads with case facts and legal criteria references.
- Filing Exhibit Index: Auto-numbers exhibits (A to N) mapped to eligibility categories.
Supported Case Playbooks
MeritX operates on deterministic legal configurations. Custom playbooks are compiled to your firm's standards.
Family-Based (MVP)
Form I-130, I-130A, I-485, and I-864 packages. Incorporates scenario logic for lawful entry, income sufficiency, and prior marriage certificates.
Extraordinary Ability
O-1 and EB-1A playbooks. Mapped facts are checked against media coverage, expert letters, awards, and original contribution thresholds.
National Interest Waiver
Structures professional endeavors against the three-prong Dhanasar test. Auto-drafts cover letters focusing on national importance and capability.
Why MeritX?
Built for the strict compliance, safety, and precision requirements of modern immigration law firms.
1. Encryption
All client data is encrypted in transit and at rest using TLS 1.2+ and AES-256. We are pursuing SOC 2 Type II certification as we scale; today our focus is a safe, controlled workflow — attorney review, source traceability, limited access, and careful handling of client information.
2. Data ownership & use
Your firm owns all client data. We never resell it, and we never use it to train AI models — ours or our providers.
3. Traceability
Every fact, summary, and draft paragraph links back to its source — a transcript timestamp or document page — so attorneys can verify each output against the underlying record. No claim appears without a traceable basis.
4. Audit-ability
Every workflow action — edits, approvals, escalations, and rejections — is logged with user and timestamp, creating a record of who reviewed what and when. This supports each attorney's professional responsibility and any later review of how a matter was handled.
5. Access control
Role-based access control and PII masking ensure staff see only what their role permits.
6. Compliance position
MeritX is infrastructure, not decision-making AI. No legal advice, no autonomous decisions — the attorney remains responsible and in control at every step.
Ready to automate your petition package assembly?
Join the waitlist for early access to MeritX Playbooks.