I. Introduction
If you've landed on this page, you've likely already signed up for Neutrinet. In this article, we'll teach you how to use it as your personal or team assistant.
For the best experience, we recommend using our Smart Worksheet for case Preparation.
II. Create a Smart Worksheet Case
1. On the Dashboard click “+ New Case”
2. Select a case type labeled 'Smart'. (See Case Template Setting for Template customizing)
Choose the representing Attorney/Representative profile to be used in this new case under "Choose Preparer" section
Assign Petitioner and Beneficiary.
Save for Review and Case Opening
3. Now a Smartworksheet Case has been opened.
Once opened, forms are accessible, and the combination can be changed in the "Form" section.
III. How to fill out Smartworksheet
4. Find Worksheet of Prepare/Beneficiary and/or Petitioner at the dashboard, click review to Edit.
5. In a smart worksheet, the Navigation bar provides easy access to different chapters of the questions.
Tips: Handy Worksheet tools:
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6. Save/Submit button: Manual "Save" data and "Submit" to attorney review.
7. Please add or create individuals in the Relationship Section for forms that ask for details about family or household members.
8. You can add family member relationships by selecting from existing profiles or creating new ones. (For Household Members and Children sections, you can add multiple individuals.)
9. Don't forget to complete the Representative/Attorney's SmartWorksheet before finishing.
IV. Edit Form Selections and Participants
10. Click "Form" for detail
11. To change the form list in this case, click "Form Setting"
12. Click "Add Form(s)"
13. Add Forms by selecting from the drop-list and edit the participants if needed. Save for now
14. Next and then Done
14. Update the version of forms if available, or delete a form from the form list.
15. Access to Online Edible Form and Download Addendum docs.
See Also: Video Demo
Example:
You can create a case template with both Form I-131 and Form I-765 and name it "Combo Card".
The "Combo Card" case template will include one Smart Worksheet that covers all the essential questions from both forms.
Thank you for your patience and understanding. If you have any questions or concerns, please don't hesitate to contact our support team at support@ailaw.ai.
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