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Step 3: Review the Exhibit List

Learn how to create a Draft for most case types using a simple step-by-step workflow

The Drafts process generally follows five steps. Below are the instructions for Step 3: Exhibit List.

Uploaded documents are listed in the order received and can be Rename Using AI or Organized by AI.

Create Reference Letters

See the Reference Letters article for additional guidance.

Rename Using AI

  • Click Select All > Rename Using AI

    💡How document renaming works: AI reads each document and renames it based on its content for easier identification.

Organize Using AI

Need to organize your exhibits? Create groups manually or let AI organize them for you.

💡How Organize Using AI works: The AI organizes documents into groups based on content similarity, including financial documents, forms, reference letters, and more.

Tags

Refer to the Understanding and Using Tags in Drafts article to learn more about tags and how they impact the draft generation process.

How to View Exhibit Change History

Review exhibit changes and undo updates when necessary.

  • Click Select All > View History

  • Review change history and restore previous versions of exhibits by clicking Undo

Exhibit Tools & Options

Stand-Alone Annotated Exhibit List

Watch the video below to learn how to generate an annotated exhibit list.

Stand-Alone Petition Bundle

Watch this video for step-by-step instructions on downloading a stand-alone Petition Bundle.

Need help? Email us at support@visalaw.ai and we’ll be glad to assist you.

Refer to this article for Step 4.

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