From Client Intake to
Attorney-Ready Packages

MeritX turns client consultations and evidence documents into structured case files, eligibility analyses, and draft petition packages under your custom playbooks. Built 100% for immigration law firms.

USC_AOS Playbook v1.0 Active Case
62%

Intake Completeness

Marriage-Based Green Card

Identity & Relationship 90%
Bona Fide Marriage ⚠️ 45%
Financial Support (I-864) ⚠️ 50%
Admissibility & Status 70%
🛑 BLOCKING: bona_fide_weak (Assembly Locked)

The Immigration Intake Bottleneck

Preparing petition packages manually wastes up to 50% of an immigration firm's billable hours.

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Chasing Documents

Clients struggle to provide exact civil certificates, tax transcripts, or translation proofs. Following up takes weeks of email ping-pong.

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RFE & Rejection Risks

Lacking sufficient evidence weight (such as weak bona fide marriage records) or using incorrect form editions triggers devastating RFEs.

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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.
Evidence Mapping: Cohabitation
Joint Residential Lease.pdf Mapped (High Strength)
Utility Bill_May2024.pdf Mapped (Medium Strength)
Drivers Licenses (Shared Address) Missing
Deterministic Red Flag Checks
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AOS Bar Risk (Unlawful Entry)
Last entry was not inspected. Assess Consular Processing and I-601A Provisional Waiver.
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Income Below I-864 Guideline
Petitioner household income appears below 125% of poverty guidelines. Joint sponsor evaluated.

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.
Draft: Form I-130 & Exhibit Index
RE: Form I-130 on behalf of Li Wei Sarah Johnson (USC) and Li Wei were legally married on March 12, 2024 in CA. ... Exhibit F: Marriage Certificate Exhibit G: Joint Lease Agreement Exhibit H: Joint Bank Account

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.

Auditability & Traceability

Every checklist item, flagged risk, and draft sentence is linked back to the original client documents or call transcripts. Never worry about AI hallucinations.

Custom Firm Playbooks

Define your own thresholds, fact priorities, and cover letter templates. MeritX executes your rules consistently, preserving your unique firm style.

Zero-Retention Security

We support SOC 2/HIPAA-grade encryption and guarantee zero data retention. Your client transcripts and civil evidence are never used to train external models.

Ready to automate your petition package assembly?

Join the waitlist for early access to MeritX Playbooks.