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Drafts Process Guide

This guide will walk you through how to create, manage, and edit drafts within the Visalaw.AI platform.

Updated over 7 months ago

Drafts by Visalaw.AI assists in generating company support letters, attorney letters, and reference letters by providing structured, accurate content. It also includes annotated document lists that explain the relevance of each attachment, ensuring clarity and compliance in submissions.

Access Visalaw.AI

  1. Log into your account https://gen.visalaw.ai/, and enter the email address associated with your account

  2. Check your email and enter the OTP code. Note: You can also use your phone number to request a code.

  3. Accept the terms and conditions and click Continue to GEN

  4. You will be redirected to the Dashboard


Enable Drafts

  1. Click on Settings > Drafts > Toggle on Activate Drafts

  2. Review the Disclaimer and click Confirm

Note: Users can choose whether Drafts open in a new tab by toggling this feature on or off. If you're using Safari, be sure to toggle "Open Drafts in New Tab" to on for the best experience.


Draft Document

Upload Documents

  1. Click on Drafts on the left hand side of the screen and click Create A New Draft

2. Review the Notice about Projects and click Continue to proceed

3. Choose the appropriate case type for the draft, then provide a name for the document (e.g. EE’s name, Case ID, etc.)

Note: Project name can only contain letters, numbers, spaces, dashes (-), and periods (.) and cannot include trailing spaces.

4. Under Draft Library select Share to share the draft with the entire firm or with specific members of the firm. This is optional and can be done at any point.

Note: To view the document, users must have an active Visalaw.AI account and be part of the same organization.

5. Click Upload to upload the relevant documents to create the Draft. Alternatively, click on the project row and select “Upload documents”.

Refer to the sample list of documents that can be used to create a Draft. Keep in mind that this isn’t an exhaustive list.

O-1A

L-1A

H-1B

NIW

Written advisory opinion from a peer

U.S. Job Description

U.S. Job Description

Evidence of your advanced degree,

Awards - Letter from award committee that states the selection criteria

Foreign Job Description

Educational documents

Recommendation letters from experts in the field

Published material about the person

Foreign org. chart

Company information

Detailed explanation of why the work benefits the United States

Recommendation letters and letters

U.S. org. chart

Resume

Publications, Presentations, and Awards

Notes:

  • The following file formats are accepted: PDF, DOCX, CSV, XLS or XLSX (max. 100 MB)

  • Drafts won’t assemble the documents for filing. All the documents provided will help to build the cover letter or support letter for the case

  • Document upload and processing may take up from 3-5 minutes depending on the file size. You can view the progress on the Dashboard page . Once all documents have been uploaded, the status will change to .


Review Document List and Order

To review the documents that were uploaded to a project:

  1. Click Review Document List and Order

2. Click the three dots to rearrange the documents, edit to rename the document and delete to remove it from the list, then save your changes.

Note: The order of the documents will not affect how the draft is created


Choose Template Type

This applies to all documents.

  1. Click on the Project Name, select Draft Document and click Continue

  2. Select how you would like to refer to your documents for the purpose of citation, if applicable.

  3. Select the templates on which to base the structure of the petition letter and click Continue

System Default Templates

4. Review the sections to include and click Continue

5. Review/update the Basic Information and click Continue. Close the tab to return to the dashboard and see the document once generated.

Note: To learn how to create your own template, refer to the Templates Section below.


Confirm Case Information

  1. Select the evidentiary categories you would like to include

  2. Confirm and fill out the Basic Information and click Continue

  3. Close the tab to return to the Dashboard

  4. Once the Draft is ready the status will change to

  5. Click View to preview the document, Download or Delete

Notes:

  • To edit the Draft, click download to edit with Microsoft Word

  • Once a document has been deleted, can’t be recovered

    Special Case: L-1 Company Support Letter

  1. Click on the Project Name, select Draft Document and click Continue

  2. Select the type of document you want to draft

    Note: The company letter and attorney letter must be drafted separately

3. Select Company Support Letter and click Continue

4. Under Document Settings, select Use the system defaults templates or Use my own templates


Special Case: Attorney Letter (L-1 Process Only)

An attorney cover letter is a formal document submitted by a lawyer on behalf of a client to the U.S. Citizenship and Immigration Services (USCIS) or another immigration authority. It outlines the purpose of the application or petition, summarizes the eligibility criteria, and provides a clear explanation of how the applicant meets those requirements.

  1. Click on the Project Name, select Draft Document and click Continue

  2. Select Cover Letter and click Continue

3. Complete all the required fields and click Continue

4. Close the browser tab to return to the Dashboard


Special Case: Draft Reference Letters

Reference letters can be either 1–2 pages or 3–4 pages in length.

  1. Create a Draft Project and select Extraordinary Ability Reference Letter

  2. Enter the name of the project (e.g. EE's name, case number, etc.) and click the project’s name.

    Note: Do not click the upload button, as it will not allow you to upload all the required documents

3. Enter the beneficiary’s name, select a case type from the drop-down menu and click Continue

4. Upload the beneficiary’s documents such as specific field information and resume, add a the document title and select a category:

  • Field Information

  • Beneficiary background information

5. Click Continue and add additional documents by clicking the Add button

6. Edit, delete and/or confirm the list of documents that have been uploaded and click Continue and click Return Home

7. Click Upload recommender documents > Continue

Note: Adding a recommender is required in order to generate a reference letter

8. Enter the recommender’s name and click Continue

9. Enter a Document title, select the file and document type. There are two types of documents:

  • Recommender background information

  • Information about relationship between beneficiary and recommender

Note: You can upload multiple documents under the same document type; however, each document must be uploaded individually.

10. To confirm that your documents have been uploaded, click Continue, and then click Return Home

11. Click Draft Reference Letter and click Continue

12. Choose the recommender’s name, select the desired letter length and template, and then click Continue

Note: To use, edit, or delete your own template, please follow the same steps outlined for creating a new template.

13. Verify case type, beneficiary name, recommender name and specialty field, then click Continue

14. The confirmation page will display, close the tab to return to the Dashboard

15. A new sub-project will be created, click view, download and/or delete


Annotated Document List

The Annotated Document List generates a brief summary of each uploaded document, allowing you to quickly review and understand your materials in an organized format. This summary can be included as part of your filing to provide a clear overview of the submitted documents.

  1. Click Create New Draft and select Annotated Document List

  2. Enter the Project name and click Create Project

3. Click on the upload button, choose the documents from your device or personal library you want to summarize and click Upload

4. After the status changes to Document Upload Complete, click on the project and select Create Draft

5. A new tab will open, click Download and close the tab to return to the Dashboard

Note: You can provide feedback from the completed draft window or by clicking on the project > Feedback


Provide Feedback on the Draft

After the draft has been created, if you have any comments or suggestions, click on any project and click Feedback


Section templates

Choose from two methods to create your own templates:

  • Create section templates from uploaded document: Upload a document, and the system will generate a template from its content

  • Create a new template (manually): Start from scratch and define the template yourself

Manual template creation

  1. Select Create new templates and click Continue

2. Click on the drop-down menu to select the Case Type and click Continue

3. Enter the name of the template and click Continue

4. Select each section to enter the information and click Continue

5. Enter the section template text and click Continue

6. To add the remaining sections of the letter, click Add. Repeat this step to finalize the letter

Note: Each section will have an option to edit or delete. If a section is deleted by mistake, click the Add button, select the section from the drop down menu to view the last version

7. Click Continue after all the sections have been completed to view the confirmation

8. Click the X to return to the Dashboard

9. To use your template, click on the project name > Draft Document > Continue > Select Company Letter > Continue and click on Use my own templates

10. Select each section and click Continue

11. Confirm/enter the Basic Information, then click Continue to view the confirmation page and click on the X to return to the Dashboard and view the status of the Draft

12. Click View to preview the document, Download or Delete


Extract section templates from the uploaded document

  1. Click on the Project Name and select Create/Add Template

2. Click Create section templates from uploaded document

3. Select the document from your computer and click Continue

4. Review each section and confirm whether the section will be included in the letter and needs to be removed. Example:

Notes:

  • Template progress won’t be saved

  • If you select Delete a Section, the information will be deleted regardless of the checked boxes

5. After all sections have been updated, close the window to save the changes


View/edit or delete an existing template

  1. Click on the Project Name

  2. Click Create/Add Template

3. Click View/Edit Sections

4. Select the template you want to view/edit and click Continue

Note: You can edit more than one section at a time by selecting multiple sections.

5. To delete an existing template, select Delete template and click Continue

The following message will confirm the template was deleted, close the window to return to the Dashboard

Notes:

  • Built-in default templates can’t be deleted.

  • Deleted templates cannot be restored by the user. However, we may be able to assist—please contact us if you need a deleted template restored.

If you have any questions, please email support@visalaw.ai.

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