Documents, forms, and drafting — connected to the matter
Documents shouldn't slow the matter down. FernLex reads any document, auto-fills forms, drafts filings and keeps everything linked to the case — so your team works with documents, not around them.
Evidence uploaded
Passport, medical exam, marriage certificate
Vera reading
OCR + entity extraction in progress
Palmer drafting
I-130 petition cover letter generated
Portia filling
Form I-130 auto-populated from case data
Document lifecycle: upload → understand → draft → fill → review
Every document, organized by matter
Documents arrive from email, the client portal, scanners or manual upload. FernLex organizes them by matter, extracts metadata and keeps everything linked to the case — so nothing gets lost in a folder somewhere.
Michael Carter passport.png
Marriage Cert.png
I693_Medical_Exam.pdf
I797C_Receipt.pdf
joint_lease.pdf
From document to understanding, automatically
Vera reads any document — passport, contract, medical record, court filing. Extracts every entity, links it to the right matter and surfaces contradictions — so every piece of evidence becomes usable intelligence.
Document arrives
Drop in a scanned passport, court filing, medical record, email thread, or audio recording.
Vera reads it
OCR extracts text from images. Audio gets transcribed with speaker diarization. Every page is processed.
Entities extracted
People, dates, locations, identifiers, organizations — every entity identified and typed across 30+ document formats.
Linked to the matter
Vera classifies the document type, links it to the right case and updates the evidence vault.
Risks surfaced
Contradictions between documents flagged. Missing evidence identified. Relevance scored.
AI Evidence Insights
Risk Assessment
High RelevanceCritical identity document for active Green Card case. Cross-reference with I-130 and I-485 filings required.
Extracted Entities (5)
Extracted Facts (2)
ALI MOHAMMED HASSAN has passport number: 98765432
Document type: passport — critical identity document for active Green Card case
Forms, auto-filled from case data
Portia auto-fills court and government forms with case data, cross-validates fields, checks consistency across documents and generates confidence scores. She flags any fields that need attorney review.
Practice-specific forms supported with auto-fill
Court Filing Document
confidence
Government Application
confidence
Supporting Documentation
confidence
Compliance Certificate
confidence
Portia cross-references every field against source documents. Low-confidence fields are flagged for attorney review.
| FIELD | VALUE | SOURCE | STATUS |
|---|---|---|---|
| Client Full Name | Robert Chen | Passport | 98% |
| Date of Birth | April 17, 1991 | Passport | 95% |
| Country of Citizenship | Jordan | Passport | 99% |
| Case Number | CASE-2026-001 | Court filing | 92% |
| Spouse Name | Mary Johnson | Marriage Certificate | 97% |
| Marriage Date | June 10, 2023 | Marriage Certificate | 96% |
| Current Address | 123 Main St, Dallas, TX | Case record | Review |
AI drafting, ready for your review
Palmer drafts filings, contracts and legal documents — from retainer to final brief — using case context, jurisdiction-specific rules and evidence from the vault. Every draft comes ready for attorney review.
Provide context
Palmer receives the matter context — strategy from Atlas, evidence from Vera, instructions from the attorney.
Document generated
Palmer drafts the filing, cover letter or contract using jurisdiction-specific rules and case facts.
Ready for review
The draft is presented with citations, section breakdown and confidence indicators — ready for attorney review.
Client Brief — Next Steps
Next Steps
Every document connected to the case
Document work doesn't happen in isolation. Every filing, form and draft is linked to the client, the matter, the evidence and the deadlines — so everything stays in context.
Michael Carter passport
Evidence
I-130 Petition
Filing
Joint lease agreement
Evidence
I-485 Application
Form
Medical exam (I-693)
Evidence
I-485 Application
Form
Marriage certificate
Evidence
I-130 Petition
Filing
Matter
I-130 Green Card — Michael Carter
Client
Robert Chen
Deadline
March 5, 2027
Evidence
7 documents linked
Risk
DOB mismatch flagged
Every document feeds the matter. When Vera extracts data from a passport, it flows into the case profile, updates Atlas's analysis and informs Palmer's next draft.
AI assists. Professionals decide.
FernLex assists the professional — it never files, signs or submits without explicit human approval. Every document goes through attorney review before it leaves the firm.
AI reads the document
Vera extracts entities, classifies the document type and links it to the matter.
AI drafts or fills
Palmer drafts filings. Portia fills forms. Both use case data and evidence context.
AI validates
Cross-field validation, consistency checks, confidence scores and contradiction detection.
AI surfaces for review
Completed work presented to the attorney with context, confidence scores and recommendations.
Attorney reviews
Every draft, every form, every filing reviewed by a licensed professional before anything is filed.
Attorney approves
Nothing leaves the firm without explicit human approval. Full control retained at all times.
Attorney overrides
If the AI gets something wrong, the attorney corrects it — and the system learns from the correction.
Attorney decides
Strategic decisions, client communication and final judgment remain with licensed professionals.
How AI and professionals collaborate on document work
From matter need to final document
When a matter needs a document, FernLex handles the entire sequence — from identifying what's needed to having a final, reviewed document ready to file. Every step connected, every action audited.
Matter needs a document
Atlas identifies that a filing, form or response is required for the case.
Source information collected
Vera extracts relevant data from existing evidence — passports, certificates, receipts.
Form or document prepared
Palmer drafts the filing. Portia fills the forms. Both use case data and evidence.
Attorney reviews
Every draft and form presented with confidence scores, source citations and field-level status.
Final document ready
Approved document filed, saved to matter and linked to the evidence vault. Full audit trail.
From first draft to filing-ready document
Prepared from matter data
Assembled from your matter and templates — reviewed by your team before anything is filed
5
Steps automated
3
Agents involved
Required
Attorney sign-off
Every document read, every form filled, every filing drafted with AI.
FernLex reads any document, auto-fills court and USCIS forms from matter data, and drafts filings from context — all connected to the case, all reviewed by your team before filing.