AI-Supported. Attorney-Controlled.
Power through waiver work
with an AI-supported
preparation system.
Turn scattered waiver documents, client facts, and follow-up needs into organized, review-ready casework for attorney evaluation and draft support.
Staff usable.
for your cases.
for everyone.
The Backlog Solution
Build a waiver pipeline that keeps cases moving.
Power Through Waiver Work
Turn stagnant file stacks into a structured preparation workflow so waiver matters keep moving from collection to attorney review.
Find Missing Info Earlier
AI-supported review surfaces missing documents, missing facts, and inconsistencies early, giving staff clearer follow-up before attorney evaluation.
Prepare Review-Ready Casework
Provides cleanly organized folders, case facts, hardship outlines, source-linked summaries, and draft-support materials for attorney review.
From File Chaos to Waiver Pipeline
Documents → Facts → Missing Items → Staff Follow-Up → Draft Support → Attorney Review.
Built for Parallel Waiver Work
AI-supported workflows organize documents and extract facts while staff continue collecting missing information.
Familiar, Simple Workflows
A guided workspace that gives the team a clear next step.
Document Ingest
Works with existing case materials, scans, folders, and workflow patterns.
Interactive Case Mapping
The system catalogs documents, extracts key facts, and maps hardship evidence.
Checklist-Driven Verification
Highlights missing items in real-time, giving staff clear next-step tasks.
Draft-support ready for #29482. Action recommended: Run extreme hardship inconsistency check.
Verify & PrepareStructured Delivery
Clear outputs that reduce cognitive load.
Document Inventory
A clear inventory showing what is in the file, what appears incomplete, and which documents support which parts of the case.
Structured Case Summary
A concise attorney-review dossier covering parties, timeline, waiver path, procedural history, family facts, hardship evidence, and sensitive red flags.
Hardship Map
Evidence organized across major hardship domains, including financial, medical, psychological, family/story, immigration history, and other relevant factors.
Missing Information List
A practical checklist of missing documents, missing facts, inconsistencies, and follow-up questions for staff and client communication.
Source-Linked Facts
Key extracted facts are tied back to source documents or pages where feasible, helping reviewers verify the record without relying on unsupported summaries.
Draft-Support Packet
Hardship outlines, narrative summaries, preliminary statement sections, exhibit summaries, and attorney-review materials tied to available evidence.
Attorney-Controlled. Staff-Friendly.
Built around Cathy’s process, judgment, and control.
“The system helps waiver work scale without losing ownership of how the work is done: Cathy’s process, Cathy’s judgment, and Cathy’s control stay at the center.”AI Waiver Preparation System Vision
Cathy stays in charge
The system prepares review-ready casework; Cathy and the office control final review, legal strategy, drafting standards, and delivery.
The team gets a guided, easy process
Workflow checklists reduce cognitive fatigue and give staff clear, productive tasks on every case file.
Your data stays private and secure
Client files, case-specific outputs, templates, strategy notes, and drafting preferences remain protected. Your files are never used to train global public AI models.
Phase 1
Phase 1: Waiver Preparation MVP with fixed scope, included first-year access, and practical business momentum.
Phase 1: Waiver Preparation MVP Scope
Design-Partner SaaS Model
Built as a practical SaaS implementation.
Phase 1 is priced as a design-partner SaaS implementation, which keeps the initial build practical while protecting Cathy’s confidential client data, templates, strategy notes, and firm-specific workflow materials.
Fixed-Fee Proposal
Business Momentum
Move the work waiting in the pipeline.
With roughly 50 waiver matters sitting in the pipeline and approximately $5,000 in client work tied to each case, the operational value at stake is substantial.
The larger value is momentum: happier clients, fewer stagnant files, less staff drag, and a waiver workflow that can support future growth.
Future Roadmap
Phase 2: Full Waiver Platform Expansion
Client Portal & Upload Workflow
Client-facing upload tools, request tracking, structured intake, and easier document collection.
Case-Management & Storage Integrations
Connections to existing case systems, shared folders, document repositories, or email workflows where feasible.
Form-Fill & Packet Assembly
Data mapping for immigration forms, exhibit lists, signature checks, and packet export workflows.
Spanish/English Voice & Dictation
Dictation, call-note support, transcription workflows, Spanish/English support, and easier note capture.
Advanced Drafting
More polished statement drafting, reusable templates, and Cathy-approved language patterns.
Rules, Review Agents & Reporting
Configurable review rules, escalation flags, adversarial review, throughput reporting, and backlog metrics.