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Drafts 2.0 Process Guide

Updated over 3 months ago

Access Drafts 2.0

Drafts 2.0 is now available on the Visalaw.ai platform. You’ll see a new navigation menu tab labeled “Drafts 2.0” — click it to access the new functionality.


NOTE: Drafts 1.0 projects and details are still available by clicking the "Drafts (Legacy)" tab.

How to Navigate the Drafts Page

View and Filter Drafts

At the top, you'll see filter tabs:

  • All: Displays all your draft projects

  • Shared With You: View drafts that others have shared with you

  • For Review: Shows drafts that require review

  • Templates: Access draft templates for reuse

Search for a Draft

Use the search bar at the top to quickly find a draft by name or keyword.

Create a New Draft

Click the + New Draft button in the top right corner to start a new project.

Change View Layout

Use the list/grid toggle buttons next to the search bar to switch between views (currently in list view).

Browse Drafts Table

The table shows the following for each draft:

Project Name

Type

Date Created

Status

Title of the draft project.

Case type (e.g., T Visa, O-1B)

Timestamp of when the project was created

Project status (e.g., Documents Uploaded, Draft Complete)

Quick Actions:

Delete: Remove the draft

Share: Share the draft

Pin: Pin the draft for quick access

Select a Draft

Click the checkbox on the left of any project to to unlock other features like uploading files.

Select a project to enable the Upload Files option

Generate support / reference / expert opinion letters to accompany petitions. Note: This will only appear for certain process types: EB-1A, EB-1B, O-1A, O-1B, NIW.

Page Control

Use the navigation arrows and page selector at the bottom center to switch between pages. Adjust how many items appear per page using the “Show: 50 per page” dropdown.

+New Draft

Draft letters with ease using our simpler, streamlined design.

Process Type

  1. Click on Create New Draft

  2. Enter the Project Name. Refer to this article for the full list of case types.

  3. Select the Process Type

Optional: Share the project with colleagues in your firm.

4. Click Next

File Upload

5. Click to Upload your documents for this draft. Accepted formats: PDF, DOC, DOCX (max size: 10 MB). Once uploaded, you’ll receive a confirmation email. You can also download or delete the uploaded evidence if needed.

2. Click Next

Exhibit List

Uploaded documents are listed in the order received and can be organized by AI to help streamline your review.

3. Click Select All to review groups and individual exhibits:

  • Remove group: Delete and entire group of exhibits

  • Rename file: Manually rename one or more exhibits

  • Rename using AI: Automatically rename documents based on their content

  • Organize using AI: Automatically group exhibits into categories

  • #Create section tags using AI

  • Delete: Remove an exhibit from the group and draft

4. Click Next

Finalize Draft

5. Review the Document Sections and select the ones you want to include, then click Next

6. Review and edit Case Details and click Next

7. Choose your document settings, if applicable:

Document Settings

Options

Referencing Your Documents for Citation

Citation style, exhibit, custom or no citation

Document Index

Yes/No

Index Name

Entered the desired name

Template Options

System default templates or custom template

Notes:

  • To use your upload and use your own templates, see the Template Creation section.

  • Templates will be visible to your legal staff within your firm, but not to anyone outside it.

8. Click Next. The Project status will change to Draft Launched

9. When the draft is ready, the status will change to Draft Complete.

10. Click the project to view the Draft

Review Petition

  • View Draft: View the drafted letter once the draft is complete

Note: You can click Annotate to highlight text, add notes, or leave comments.

  • Edit Draft: You can now easily edit the document directly within the platform, no downloads or external tools needed. Just click and start making changes in one seamless workflow.

  • AI Redraft: To redraft the entire letter or just a section, simply highlight the text you'd like to update and click AI Redraft to generate a new version

  • Save: Save changes made to the Draft. Note: Your draft will autosave every few seconds.

  • Download: Save a copy of the document to your device

  • View Exhibits: A PDF view of all support documents, organized in the order they appear in the exhibit list and divided by exhibit or tab pages where applicable.

  • Send Draft: Share the draft document with collaborators for review and editing

Bundle Petition Packet

Click the Bundle Petition Packet to download all documents in the order they were used to prepare the Draft or uploaded. Important: The bundled packet will download automatically.

Note: This will replace your current PDF, including annotations. Changes made in the DOCX editor will stay saved.

Important: The packet will display the exhibits in the order they are listed in the exhibit list.

Add Reference Letters to an Existing Project

The option to create reference letters is available only for certain case types. Review the list below to see if your case type supports this feature:

  • EB-1A

  • EB-1B

  • NIW O-1A

  • O-1B

Follow these steps to create Reference Letters:

  1. Click on the project, navigate to the Exhibits section and click on Create Reference Letter > Start

2. Choose the source of your support document. You can select one of the following options:

  • AI Document Analysis: Let AI analyze your uploaded documents to determine which are needed to draft Reference Letters—this includes pulling key information such as resumes, details about interactions between the recommender and beneficiary, field-specific context, and other elements that are currently added manually in our existing version.

  • Upload More Documents

Create Case Template

You can create a template in two ways:

  • Manually, by adding each section, or

  • By uploading a document, which the system will convert into a template.

All templates remain private to your account and make it easy to reuse successful formats.

Upload a Template

Follow these steps to upload a template:

  1. Click on Templates > Create New Template

  2. Select the Case Type from the drop down menu

  3. Enter the name of the template

  4. Upload or drag and drop the file on your computer, click Next

Processing a template may take a few minutes. Once it’s ready, open the template folder to review and make any edits you need.

Create a Template Manually

  1. Click on Templates > Create New Template

2. Enter the Template Name and select the process type

3. Enter the heading for each section and the corresponding template text. You may copy and paste the information from a previous case as a starting point.

Important:

  • The names and content will be replaced with the specific details you provided for this draft

  • Removed sections cannot be restored but you can create a new section by clicking the +Add button.

Need Help?

If you have any questions or need assistance, feel free to reach out to our support team.

Contact Us

Live Chat: Available on our website (Mon-Fri, 9 AM–6 PM)

We’re here to help you every step of the way!

Enjoying the new version of Drafts? We’d love to hear your thoughts-your feedback helps us improve!

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