Visa Petition Package Assembly for Corporate Attorneys with Datasite
The Problem
Every H-1B, O-1, or EB-2 petition is a 200-page exhibit package assembled by hand — and every paralegal in the M&A / Corporate Transactions practice runs out of hours in March.
What We Build in Datasite
AI ingests the beneficiary's evidence into iManage, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Datasite — uses the native API or agent integration so nothing leaves the system of record.
Datasite Integration Approach
Audit your Datasite configuration
We map the specific Datasite objects, custom fields, and workflows the automation needs to touch for your m&a / corporate transactions practice.
Build on the Datasite API or agent
Integration happens inside Datasite — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Datasite with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Datasite instance
30-minute call. We'll look at your actual Datasite setup and show exactly how this workflow fits.