The AI-powered workflow tool that handles SOF document collection, organization, and initial drafting — so you review and sign off, instead of building from scratch. Handle more cases with the same team.
14 hrs
saved per case
$3K–$12K
billable time recovered
9
SOF categories covered
0
UPL risk
No credit card required for your first case. Cancel anytime.
Why Attorneys Use It
SOF preparation currently consumes 10–20 hours of attorney and paralegal time per case. The platform compresses that to 1–2 hours of attorney review — without sacrificing quality or compliance.
The platform handles document collection, checklist management, and initial drafting. You review and finalize — not build from scratch.
Attorneys at capacity can take on more clients without adding headcount. The platform is your force multiplier.
AI-assisted document extraction and USCIS-compliant narrative generation catches gaps before filing. Fewer requests for evidence, fewer delays.
Investors complete a structured, guided intake instead of a chaotic document-gathering exercise. They arrive prepared. You start faster.
Workflow
The platform handles the paralegal and junior associate work. You handle the professional judgment.
The investor (or your team) completes a structured intake covering all 9 SOF categories. The platform identifies which categories apply and what documents are required.
Investors upload bank statements, tax returns, business records, and other supporting documents. AI extracts key data — dates, amounts, account holders — automatically.
The platform generates a USCIS-compliant SOF narrative and pre-fills the I-526E source of funds section based on the collected data. You review and refine.
A complete package — narrative, I-526E data, document index — is ready for your review. You verify, sign off, and file. Total review time: 1–2 hours.
ROI Calculator
Adjust the sliders to match your practice. The math is straightforward.
Hours saved / month
140
hrs
Billable time recovered
$63,000
per month
Net savings / month
$61,500
after platform cost
Based on 15 hrs SOF prep → 1 hr attorney review. Platform cost based on recommended tier for your volume.
Pricing
Start with a single case at no commitment. Upgrade to a monthly plan as your volume grows — the per-case rate drops significantly.
Pay-as-you-go
No commitment. Try the platform on a real case.
Starter
5 cases included · $300/case after
Ideal for solo practitioners handling 3–8 cases/month.
Professional
15 cases included · $233/case after
For small firms handling 8–20 cases/month.
Firm
Unlimited cases
High-volume firms handling 20+ cases/month.
All plans include a free first case so you can verify the time savings before committing. White-label plans available from $8,000/month — contact us.
FAQ
The time savings are immediately apparent. No commitment required until you see the results for yourself.
First case free · No credit card required · Cancel anytime