AI Drafts

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Overview

AI Drafts help your team create and revise immigration letters, agreements, and other case documents with context from a case, its forms, uploaded files, templates, and prior drafts. The drafting workspace has two main areas:

• A left panel for Vera chat, case forms, and case files.
• A document editor where you review, edit, save, and export the draft.

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Before you start

• The case should already contain the client information and files you want to reference.
• If you use templates, create or review them in Settings > Templates before generating a draft.
• AI Drafts are available only on paid tiers that include drafting access.

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Create a draft

1. Open the case you want to draft for.
2. Go to the case’s draft area.
3. Choose whether to generate a draft from a template or start from scratch.
4. Add a clear instruction for the draft, such as the document type, objective, tone, and any facts that must be included.
5. Attach relevant case files, existing drafts, or a template when available.
6. Start generation.

When generation starts, the draft may show a generating state. Keep the page open until the draft content appears or return to it from the case draft list.

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Review the draft workspace

Open a draft to review it in the editor. Use the top bar to:

• Rename the draft.
• Save changes.
• Export the draft.
• Return to the case when the draft is case-linked.

Use the left panel to:

• Ask Vera to revise, summarize, expand, or rewrite parts of the document.
• View case forms when the draft is linked to a case.
• View case files when the draft is linked to a case.
• Collapse the panel when you want more room for document editing.

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Ask Vera for a revision

Use the Chat tab to ask a focused drafting question. The suggested prompts are a useful starting point, but include the relevant facts and the specific outcome you need before applying any response to a filing.

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Work with suggested edits

When Vera proposes edits, review each pending edit before accepting it.

1. Read the suggested change in context.
2. Accept individual edits that are correct.
3. Reject edits that are inaccurate, incomplete, or not appropriate for the filing.
4. Use Accept all only after checking the full set of pending edits.

Some structured edits are accepted server-side to preserve document consistency. If an edit fails to apply, refresh the draft and review whether the document changed since the suggestion was created.

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Save and export

VisaFlo tracks unsaved changes while you edit.

1. Save after major edits.
2. Export as DOCX when you need a Word document for further review.
3. Export as PDF when you need a fixed-format copy.

For best results, save before exporting so the server exports the latest version.

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Troubleshooting

If the draft stays in a generating state, wait briefly and refresh the draft. If it still does not complete, generate a new draft with a shorter and more specific instruction. If Vera’s answer misses important facts, attach the relevant file or refer to the exact form section before asking again. If an accepted edit looks wrong, undo it in the editor or use the draft version history if available for your workspace. If export does not include the latest text, save the draft and export again.