Visa Petition Package Assembly for Corporate Attorneys with iManage

iManage Corporate Attorney M&A / Corporate Transactions

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 iManage

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 iManage — uses the native API or agent integration so nothing leaves the system of record.

iManage Integration Approach

1

Audit your iManage configuration

We map the specific iManage objects, custom fields, and workflows the automation needs to touch for your m&a / corporate transactions practice.

2

Build on the iManage API or agent

Integration happens inside iManage — no data leaves the system, no parallel tool for your team to learn, no license changes.

3

Human-in-the-loop handoff

Every automation routes exceptions back to a human in iManage with enough context to act — AI handles the 80%, your team owns the judgment calls.

See this running in your iManage instance

30-minute call. We'll look at your actual iManage setup and show exactly how this workflow fits.

More About This Workflow

Visa Petition Package Assembly for Corporate Attorneys

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%.

Other iManage Automations