1. Create your account
Sign up at app.lexfill.app. During onboarding you’ll set up your firm — name, details, and optionally your logo and brand colors, which are applied to everything your clients see.2. Invite your team
From Settings → Team, invite colleagues by email. Teammates get a trimmed onboarding flow and join your firm’s shared workspace — every member of the firm can see and act on all clients and intakes.3. Add a client and send an intake
- Create a client from the console.
- Choose the case type and form (for example, I-485).
- Send the intake link — clients don’t need an account to start; the link is secure and expires after 7 days.
Moving an existing matter in? Choose Upload documents on New client
instead. Drop in the passports, green cards, and worksheets you already hold —
Lexfill reads them and proposes the client’s identity and case type for you to
confirm, and your client is never contacted. See Import an existing
matter.
4. Track progress and review answers
The client’s answers appear on their profile as they progress. When the intake is complete:- Review answers on the Forms tab, organized as an attorney worksheet and client questionnaire.
- Check uploaded documents on the Documents tab and approve or reject each one.
- Generate the filled PDF when everything looks right.
Next steps
Clients & intakes
Multiple intakes per client, previews, and intake languages.
Integrations
Connect Clio to import contacts and push completed work back.