Changelog

New features and product updates from the Clerical team.

Pull I-94s and travel history, and auto-file mailed notices

Retrieve a client's official travel records and file scanned paper notices without leaving Clerical.

  • Retrieve a client's most recent I-94 and full travel history from CBP, returned as official PDFs ready for the file.
  • Scan a government notice on your office copier and Clerical identifies it and files it to the right matter automatically.

Invite your team to Clerical

Add colleagues to your workspace and manage their access.

  • Invite team members by email and manage who has access.
  • Per-seat billing shows the cost of each added member.

Long documents, letterhead, and more Clio actions

Clerical can read longer files and do more work in Clio.

  • Read and summarize long PDFs and case documents.
  • Draft cover letters and correspondence on your firm's letterhead.
  • Find matters in Clio by practice area and status, and check Clio calendars.
  • Drafted emails are saved automatically to the matter in Clio.
  • Look up immigration court (EOIR) case status by A-number.
  • Jump back to any past conversation with quick search.

Petition preparation with review checkpoints

Clerical can now help assemble entire petition packages step by step, starting with family-based I-130 petitions and I-765 work-authorization applications. It pauses for review at each checkpoint, so nothing moves forward until an attorney approves.

  • Guided, start-to-finish preparation for common filings (I-130, I-765).
  • Built-in review checkpoints keep an attorney in control at every step.
  • Clerical drafts the forms and supporting materials. Your team reviews and approves.

Immigration research, built in

Clerical checks official immigration sources and returns the result with source details.

  • USCIS case status and current processing times.
  • Visa Bulletin priority dates and consular appointment wait times.
  • USCIS filing-fee calculator.
  • Consular case status (CEAC), visa reciprocity, and civil-document requirements by country.

Clerical for Outlook

Open Clerical from an Outlook message to draft a reply, check the matter, or prepare documents.

  • Draft and reply to client emails with your own signature and tone.
  • Prepare and edit Word, PDF, and Excel documents from an email thread.
  • Assemble USCIS filing packets by filling forms, combining PDFs, and capturing web pages as exhibits.
  • Prefer a full workspace? A dedicated Clerical chat is available on the web.

Introducing Clerical

Clerical drafts emails, organizes documents, and updates casework for immigration law firms. Attorneys and paralegals review its work.

  • Connect the tools you already use, including Microsoft Outlook, Microsoft Teams, and Clio.
  • Browse and review your Clio matters and client files in one place.
  • One workspace for every member of the firm.