Managing Applications in LegalBridge
Streamline EB-1A workflows — from document intake to draft generation — all in one place.
This comprehensive walkthrough explains how to navigate and manage applications within LegalBridge — using an EB-1A case example to demonstrate each stage of the workflow. Starting from the Applications view, you’ll see how to organize your cases by beneficiary, petitioner, or visa type, and how to access grouped views that consolidate all cases under a single petitioner.
Inside each application, the video explores the Case Dashboard, where you can define internal phases, assign team members, and set both internal and external deadlines. You’ll learn how to manage case statuses (Profile Building, Intake, Drafting, Final Review, Filed, RFE, etc.) and update beneficiary or petitioner information dynamically.
The tutorial then walks through major modules:
Intake: Create or import checklists, assign tasks to clients, collect documents, and review submissions with feedback and rejection options.
Documents: Import materials from other cases, use the AI-powered auto-categorization feature, and manage company or beneficiary-level files.
Exhibits: Arrange supporting evidence in detailed or compact views, reorder and rename exhibits, and prepare them for inclusion in the petition.
Drafting: Generate attorney letters, cover letters, and exhibit lists using built-in templates and version control.
Forms & Questionnaires: Share client questionnaires, approve their responses, and auto-populate USCIS forms like the I-140 with verified data.
Final Assembly: Import your completed drafts, reorder sections, and export the final petition package in various formats — Simple, Table, Long, or No-Divider.
By the end, you’ll see how LegalBridge unifies every workflow — transforming intake, drafting, and filing into one seamless process for any immigration case.