The Core Loop

Everything in DraftyAI flows through one repeatable cycle. Once you understand this loop, the whole platform makes sense.

The five steps

1. Add or import a client

Start at the Clients section. Add a new client with basic information, or import existing clients. If your firm uses Clio, you may be able to import existing clients (availability may vary). A client is a person or entity you represent.

2. Create a matter for that client

Go to Matters and create a new one linked to the client. Choose the matter type (e.g., I-589 asylum, EB-2 NIW or other employment-based petition, family-based petition, cancellation of removal, I-601A waiver) and the forum (e.g., a USCIS service center, a specific immigration court, the BIA). This becomes the container for everything that follows.

3. Attach the case file and evidence

Upload documents: prior filings and receipt notices, country-conditions evidence, medical and psychological evaluations, proof of qualifying relationships, employer support letters, expert letters, police certificates—anything relevant to the matter. Your own exhibits are what ground the draft. The platform stores it all here, organized and available.

4. Draft

Click into the matter and choose a drafting task. The AI starts with context from the matter—the client's details, the matter type, the forum. You answer a few focused questions about what you want (e.g., "draft an asylum declaration for my client"), and the AI generates a document. You can skip most questions; DraftyAI inserts a placeholder you edit after generation.

5. Review, edit, and export

The draft appears in the platform. Read it. Edit it directly. Verify the facts and any citations. Rewrite sections. Once it meets your standard, export as a Word document or PDF and file it.

Why this matters

This loop is designed to minimize repetition, so you generally don't re-type what the matter already knows. The platform remembers the client's name, the matter type, and the forum. Every tool you use in a matter starts with context from that matter—fewer prompts, faster turnaround on a deadline, fewer errors from copy-paste.

Once you've done it once, the pattern becomes natural. Add client → matter → attach files → draft → review → export. Repeat for the next client or the next matter under the same client.

DraftyAI accelerates drafting; it is not a law firm and does not provide legal advice. You review, edit, and are solely responsible for every document you file.