Skip to main content

Supported forms

Lexfill currently supports sixteen USCIS forms, plus two litigation intake questionnaires: Green cards & family Employment-based petitions Work & employment Citizenship Humanitarian Attorney-side filing forms Two of the sixteen — G-28 and I-907 — are attorney-only: clients are never asked a single question on them. They arrive pre-filled from your firm, attorney, and client records, stay editable field-by-field by the legal team, and are included automatically in assembled filing packets for the case types that need them. Clients fill the other fourteen. More forms are added regularly — the intake engine, PDF filling, and translations are all form-agnostic, so new forms plug into the same experience.

Litigation intakes

The two litigation case types use a different kind of form: an intake questionnaire. Nothing on either is filed with USCIS — each collects the facts a federal court filing is built from, and the outputs are court documents rather than a filled USCIS form. See Litigation for the mandamus and § 2241 habeas arcs end to end.

Case-type pathways

Questions can be scoped to a case type. When you start an intake you choose the case type, and the client only sees the questions relevant to their pathway — no dead-end or inapplicable questions. Questions are also split by audience:
  • Client questionnaire — what the client answers during intake.
  • Attorney worksheet — system and legal-strategy questions reserved for the attorney, never shown to clients.
Which side a question sits on is your firm’s call — move questions between the two in the Firm Library.

The Forms tab

On a client’s profile, the Forms tab shows each form as a fillable preview, organized into the attorney worksheet and the client questionnaire. You can:
  • See every question with its prompt, helper text, and current answer.
  • Edit answers directly — including ones the client hasn’t reached yet.
  • Catch implausible values early (for example, date sanity checks).
  • Work AI review findings where they land — as comment threads pinned to the questions they’re about — and start your own thread anywhere on the document to pull in a teammate.

Import from file

Firms moving a live matter over already hold the client’s answers somewhere — a prefilled N-400 from the old software, a worksheet a paralegal filled in over email, a passport scan. Rather than sending the intake again, pick the form on the Forms tab and click Import from file.
  1. Upload or pick. The dialog has two tabs: Upload a new file (PDF, JPEG, PNG, WebP, Word, plain text or RTF — the same list the Documents tab reads) or choose one From library. A new upload lands in the client’s Documents library like any other upload.
  2. Who’s in this file. The button reads Importing… while Lex reads the file and Review import once it’s ready — you can close the dialog and come back. Lex then finds the people the file is about from the form’s own parts — on an I-130, the petitioner in Part 2 and the beneficiary in Part 4; on an I-485, each child entry — and matches them against the people already on this case (never anyone outside it). When everyone matches, this step is skipped and the review opens with a one-line People summary and Change people. Otherwise you see one row per person, with the name and date of birth read from the file, their role and how many fields they have:
    • Matches name on this case — the name (first and last) matches the person holding that role. Collapsed with a check; Change if it’s wrong.
    • A new person — nobody holds that role yet. The name from the file is pre-filled; edit it and add an optional label (for example, “Older son”).
    • Doesn’t look like name, the current role — you choose who this is: that person after all, a new person who replaces them in the role (they stay a firm contact but are no longer on the case in that role), or Skip to import nothing for them. A row with no readable name, or a child entry that could be more than one child, also asks you to choose.
    Click Continue. Nothing is written yet — your choices only shape the review.
  3. Review. The review lists every value found for this form only, grouped by section with the form’s own labels and by person. It compares against the people you chose: a new person’s values read as fills, an existing person’s as fills or conflicts with their current answers, and a skipped person’s fields collapse to “N fields skipped for name”. Empty fields are pre-selected; a field that already holds a different answer shows Current answer and Imported side by side, is marked Conflict, and starts unselected; values that already match are listed as Already matches and can’t be selected. Select empty, Select all, Clear and Conflicts only speed up a long sheet.
  4. Confirm. The button counts what it will do — for example, Fill 18 fields · update 2 people. It adds any new people to the case’s Parties, writes exactly the selected values to the form as if you had typed them in, and writes those same values to each person’s own details (their profile). The case’s other open forms then fill their empty fields from the updated people — import a filled I-130 and the I-485 picks up the beneficiary’s details. Discard drops the run. Nothing is written before you confirm, and an existing answer or profile detail is never overwritten unless you selected its row; unselected fields leave the profile as it was. The summary shows what was filled, the people added to the case, anything that couldn’t be written (a value that failed validation, an answer that changed while you were reviewing, or a field of a skipped person), and how many conflicts were left as they were.
If someone changes the case’s people while you’re reviewing — a teammate adds a beneficiary, say — confirming asks you to check your choices again instead of writing anything. A few things worth knowing:
  • Filled USCIS PDFs are read exactly. A PDF whose fields were filled in — a raw download from uscis.gov completed in Acrobat, or an export from another system — yields the values in the fields themselves, marked Exact in the review. Those win over anything Lex inferred from the page image. A flattened or scanned PDF is read from the image instead.
  • Repeatable entries (children, employers, trips, prior addresses) come in as whole entries in document order and show as blocks. Entries beyond what the form allows are reported as not imported rather than silently dropped.
  • The right people, not just the client. Who’s who replaces the old single-name check: the file is matched person by person, so the beneficiary’s own I-485 or a petitioner’s I-130 lands on the right people whoever the client is. Uploading on the Documents tab still works the other way round — Lex routes that document to one person, or suggests adding them.
  • Nothing readable for this form means the file was read but held no value for this form; the document is still stored and classified. A file Lex can’t read at all shows an error with Retry.
You can also start the same import from the Desk: attach the file and ask Lex to fill the form, and the review arrives as a card in the conversation. See Working with Lex.

Publishing form versions

A form is a Draft until you publish it. Each publish saves the PDF exactly as it looks at that moment as a numbered version — v1, v2, and so on for that form — and the newest version is the live one. You can keep editing the form afterwards; once your edits differ from the live version, the toolbar reads vN · Live · Unpublished changes until you publish again. Publish and the version switcher sit at the right end of the PDF toolbar on forms that have a PDF (questionnaire-only forms have nothing to publish). They show on desktop and tablet widths.
  1. Click Publish. The Publish vN dialog takes an optional note (up to 500 characters — for example, “Sent to the client for signature”) and two options, both off by default:
    • Save to Documents — adds a copy to the case’s Documents tab.
    • Visible to client — the client can view and download it in their portal. Publish is disabled (“No changes since vN”) while the form matches the live version.
  2. Click Publish. You’ll see Published vN, it becomes the live version, and you stay on the editable form. If a teammate publishes the same form at the same moment, one of you is asked to try again — version numbers never collide or skip.
Viewing a version. The switcher lists Edit form — marked Draft, Unpublished changes or Up to date with vN — and then every version, newest first, the newest badged Live, each with its number, date and publisher (Former member if they’ve left the firm), its note, and In Documents / Visible to client badges. Pick a version to open its stored PDF read-only: a banner reads “Viewing vN — published date · read-only”. Field editing, comments, page review, Lex review, import and refresh are all off, and the draft’s comments and review marks are hidden. Export downloads that version’s PDF. Back to editing returns to the editable form. Publish is hidden while you’re viewing a version. Editing a version. The pencil on a version’s row opens Edit vN, where you can change its note and turn Save to Documents and Visible to client on or off. The PDF and the version number never change, and versions can’t be deleted — they’re a permanent record of the form at that point.

Answering on iPhone

Clients who use the Lexfill iPhone app answer their questionnaires there, one screen at a time, from Start or Continue on the app’s Home tab. It’s the same questionnaire as on the web, with the same questions in the same order, and every answer is saved the moment the client taps Continue.
  • Start on one, finish on the other. A client can begin on the phone and pick up on the web, or the other way round. The app always reloads where the form actually stands, so an answer given on the web is never overwritten by an older screen on the phone. If an answer doesn’t go through, the app says so and lets the client try again; it never resends it on its own.
  • Back and progress. Back returns to the previous question with the earlier answer filled in, and a bar at the top shows how far along the form is.
  • Language. The questionnaire has its own language picker at the top right, and the form stays in the language the client picks there, whatever language the rest of the app is in. Questions appear in that language where the form has a translation (see Intake languages). The app’s own buttons and screens are available in English, Spanish, Portuguese (Brazil), Turkish, Arabic (right to left) and Simplified Chinese.
  • Documents at the end. After the last question, if the case still needs a required document or has one you rejected, the app shows the checklist so the client can upload it before finishing. On the web, the checklist comes before the questions on a new form.
  • The next form. When a form is done and the case has another unfinished one, the app offers to start it.
Document names and other text your firm enters appear as your firm typed them. If a form ever contains a question the app can’t show, the client is offered to continue that form on the web instead.

Cross-form reuse

Answers are saved to the profile of the person they’re about. When a second form on the case asks for the same details, the fields the firm already has are filled automatically. Lexfill only ever fills empty fields and never overwrites an existing answer.

Who fills what

Every question on a form belongs to a person on the case, by their role. On a marriage-based case the I-130 asks about both the petitioner and the beneficiary, the I-130A and I-485 about the beneficiary, and the I-864 about the sponsor. Each form fills those questions from the person holding that role and saves the answers back to the same person, so the petitioner’s details never end up in the beneficiary’s fields.
  • The sponsor. On marriage-based green card, family petition and refugee/asylee family reunification cases, the client starts as both the petitioner and the sponsor, so the I-864 fills from the petitioner. If someone else is the sponsor, remove the client from the sponsor role on the Parties tab and add the sponsor in their place.
  • Children. The I-485’s list of children starts with one entry per child on the case. Editing an entry updates that child’s profile, and a child added during the intake is added to the case as a child.
  • Joint sponsors. A joint sponsor files their own I-864. When you add an I-864 from Add form and the case has joint sponsors, Who sponsors on this I-864 picks whose profile that copy fills from. On an existing copy, the hint above the form says who it fills from (“This I-864 fills from Ana Ruiz (joint sponsor)”) and offers to switch.
  • Household members. A household member whose income the sponsor counts signs an I-864A with the sponsor — one copy per household member. Add each one to the case as a household member on the Parties tab, then add the I-864A (an opt-in form on marriage-based and family-based adjustment cases). The hint above the form asks which household member the copy is for (“Use Rosa Diaz”) and, once linked, says who it fills from.
  • I-539 co-applicants. Each spouse or child included in an I-539 files their own I-539A. Add them to the case on the Parties tab, then add one I-539A per person from Add form. Who this I-539A is for picks the person, and the hint above the form says who a copy fills from and offers to switch.
  • Nobody in the role. Lexfill never guesses who a question is about. If nobody holds the role, or a joint sponsor’s I-864 isn’t linked to one, those fields stay empty. In the PDF view, a hint above the form says so: “Beneficiary not added — add them to fill 38 fields on this form”.
Late changes. Adding a person, changing their role, linking a form copy to them, or editing their profile (including the client editing their own profile in the portal) fills the empty fields of the case’s open forms from that person. Nothing already answered is overwritten, and completed forms are never touched. An edit to someone on several cases reaches all of them. Forms nobody has started yet pick the details up when they’re first opened.