Visa Petition Package Assembly for Litigation Attorneys with Clio
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 Commercial Litigation practice runs out of hours in March.
What We Build in Clio
AI ingests the beneficiary's evidence into Relativity, 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 Clio — uses the native API or agent integration so nothing leaves the system of record.
Clio Integration Approach
Audit your Clio configuration
We map the specific Clio objects, custom fields, and workflows the automation needs to touch for your commercial litigation practice.
Build on the Clio API or agent
Integration happens inside Clio — 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 Clio with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Clio instance
30-minute call. We'll look at your actual Clio setup and show exactly how this workflow fits.