Good morning, Daniel.
Tuesday, May 26, 2026 · Your 6 AI agents reviewed all 14 matters at 8:00 AM — 3 need a decision today.
14
Total matters
9
Active
5
New consultations
3
Urgent priority
3
Due within 7 days
Required by the 05.26.2026 flowchart: “Calendar due dates and priority dates and responsible employee.” Solved by Agent #2 + #6 · Sprint 0.
C
Comms
1
D
Deadlines & Filings
3
I
Intake
1
U
USCIS & Bulletin
Needs your decision today
Full agent log →H-1B cap filing window closes 2026-05-30 — Park
Lottery selection lapses if unfiled. Client has NOT yet retained. Confirm engagement today.
RFE response due in 9 days — Müller EB-1A
2 expert letters still outstanding (Foster, Iwasaki). Reminder drafts queued in your inbox.
H-1B status expires 2026-06-08 — Zhang
I-129 fully drafted. File this week.
E-2 engagement proposal outstanding — Costa
3 days since her follow-up. Proposal email drafted, awaiting your approval.
Source-of-funds documents missing — Petrov EB-5
Send pre-drafted document request email. Draft is queued.
2 endorsement letters outstanding — Okonkwo NIW
Reminder emails drafted for Foster and Iwasaki. Approve and send.
Six agents. One operating layer.
Each agent owns one workflow end-to-end. They report up to you.
I
Intake Agent
Live
Captures new leads. Generates case ID, sends the Retainer + Invoice + Intake Sheet bundle. Schedules consult.
12
Leads this week
3
Awaiting approval
U
USCIS Agent
Live
Polls every case status every 4 hours by receipt number. Flags state changes, RFEs, and approvals.
340
Polls today
5
State changes flagged
C
Communication Agent
Live
Drafts status replies, attorney intros, document requests — in your firm's voice. Always one approval from sent.
47
Drafts today
9
Awaiting approval
D
Deadlines Agent
Live
Tracks every RFE window, filing date, court date. Three-tier alerts at T-7, T-3, T-1. Zero missed deadlines.
28
Active windows
3
Inside T-7 risk
E
Evidence Agent
Live
Tracks required-document checklists. Surfaces missing items daily and auto-drafts request emails.
142
Docs tracked
7
Missing this week
B
Billing Agent
Live
Syncs Stripe and QuickBooks both ways. Reconciles payments. Sends invoices. Closes the month.
$84.2k
Reconciled · May
2
Overdue accounts
Recent activity · last hour
10:42 AM
U
USCIS Agent flagged status change on Park H-1B receipt EAC-2526-43210 — “Case Was Received” → “Case Is Being Actively Reviewed”
10:38 AM
C
Communication Agent drafted status update email for Hoffmann — 34 days since last touch
10:31 AM
D
Deadlines Agent escalated Müller EB-1A RFE response to T-9 risk window
10:18 AM
E
Evidence Agent drafted document request email to Dr. Foster (expert letter outstanding for Müller EB-1A)
10:02 AM
B
Billing Agent reconciled Stripe payment from Costa — $4,200 retainer · matched to matter
09:47 AM
I
Intake Agent generated case ID PS-2026-0089 for new lead Schwartz (E-2) · welcome packet sent
Ask MatterEngine anything about your firm.
Trained on Park & Sullivan's past matters, USCIS Policy Manual, and your firm's precedent.
DP
Which of our open EB-1A cases have outstanding expert letters?
M
You have 3 open EB-1A matters with outstanding expert letters:
1. Müller EB-1A — 2 letters outstanding (Dr. Foster, Prof. Iwasaki) · RFE response due in 9 days
2. Okonkwo NIW — 2 endorsement letters outstanding (Foster, Iwasaki) · drafts queued
3. Chen EB-1A — 1 letter outstanding (Dr. Liu) · received 2 days ago, awaiting review
The Evidence Agent has already drafted reminder emails to all three recommenders. They're in your Client Inbox awaiting approval.
1. Müller EB-1A — 2 letters outstanding (Dr. Foster, Prof. Iwasaki) · RFE response due in 9 days
2. Okonkwo NIW — 2 endorsement letters outstanding (Foster, Iwasaki) · drafts queued
3. Chen EB-1A — 1 letter outstanding (Dr. Liu) · received 2 days ago, awaiting review
The Evidence Agent has already drafted reminder emails to all three recommenders. They're in your Client Inbox awaiting approval.
↳ Sources: case files (3) · Evidence Agent log · USCIS receipt status
Suggested questions
What's our average time from intake to retainer signed?
Which cases are at risk of missing a deadline this month?
Show me all H-1B matters with status changes this week
How many billable hours did we recover from automation?
Case Board
All 14
Urgent 3
Active 9
New consults 5
Closed 2
Matter
Type
Status
Deadline
Lead attorney
Urgency
Müller, K.
PS-2026-0061 · EB-1A
EB-1A
RFE pending
Jun 4 (9 days)
Daniel Park
Urgent
→
Park, J.
PS-2026-0078 · H-1B
H-1B
Not yet retained
May 30 (4 days)
Hannah Sullivan
Urgent
→
Zhang, W.
PS-2026-0042 · H-1B Ext
H-1B
I-129 drafted
Jun 8 (13 days)
Daniel Park
Urgent
→
Costa, M.
PS-2026-0085 · E-2
E-2
Proposal sent
—
Hannah Sullivan
High
→
Petrov, A.
PS-2026-0058 · EB-5
EB-5
Evidence collection
Jul 14 (49 days)
Daniel Park
High
→
Okonkwo, O.
PS-2026-0066 · NIW
EB-2 NIW
Drafting petition
Aug 1 (67 days)
Daniel Park
Medium
→
Hoffmann, P.
PS-2025-0211 · L-1A
L-1A
USCIS reviewing
—
Hannah Sullivan
Medium
→
Chen, L.
PS-2026-0023 · EB-1A
EB-1A
Filing in 30 days
Jun 26 (31 days)
Daniel Park
Medium
→
Klaus Müller
Overview
Timeline
Documents 12
Deadlines 2
Agent activity
Billing
Decision queue · 2
Recent agent activity
D
Deadlines Agent escalated RFE response to T-9 risk window
10:31 AM today
E
Evidence Agent drafted document request email to Dr. Foster
10:18 AM today
U
USCIS Agent confirmed case in “Request for Evidence” status · receipt EAC-2526-15082
May 23, 4:12 PM
C
Communication Agent sent status update to client confirming RFE receipt & response plan
May 23, 4:18 PM
Next deadline
Jun 4, 2026
Documents · 12 of 14
RFE Notice (Form I-797)
Received
Foster expert letter
Missing
Iwasaki expert letter
Missing
Citation tracking report
Received
Salary documentation
Pending
Media coverage portfolio
Received
Drafts awaiting your approval.
All 9
Urgent 2
High voice match 4
By me 7
By Hannah 2
Klaus Müller10 min
Status update — Müller EB-1A RFE
Hi Klaus, We received the Request for Evidence on May 23 and have a clear plan for responding…
↳ Drafted by Communication Agent · voice 94%
Dr. Robert Foster22 min
Reminder — Müller expert letter
Dear Dr. Foster, Following up on our request from May 14 regarding the expert letter for Klaus Müller's EB-1A petition…
↳ Drafted by Evidence Agent · voice 91%
Marina Costa38 min
Engagement proposal — E-2 visa
Hi Marina, Thank you for the conversation last week. Attached is our engagement proposal covering the full E-2…
↳ Drafted by Intake Agent · voice 96%
Prof. Akira Iwasaki1 hr
Reminder — endorsement letter
Dear Prof. Iwasaki, Following up on our request from May 14 regarding the endorsement letter for…
↳ Drafted by Evidence Agent · voice 88%
Petra Hoffmann2 hr
Monthly status — L-1A
Hi Petra, A quick note to let you know where things stand. USCIS is currently reviewing your L-1A petition…
↳ Drafted by Communication Agent · voice 92%
Aleksandr Petrov3 hr
Source-of-funds documents needed
Hi Aleksandr, To move forward with your EB-5 petition we'll need the following documentation on source-of-funds…
↳ Drafted by Evidence Agent · voice 90%
Status update — Müller EB-1A RFE
Hi Klaus,
We received the Request for Evidence on May 23 and have a clear plan for responding. The USCIS officer is asking for two pieces of additional support:
1. Two additional expert letters speaking to your sustained acclaim in computational immunology
2. Updated citation data through 2026
Dr. Foster and Prof. Iwasaki have both agreed to write letters. We've sent them gentle reminders to complete within the next 7 days, which gives us comfortable runway before the June 4 response deadline.
I've also pulled fresh citation data through this week — your h-index has actually moved up by 3 since the original filing, which strengthens the response considerably.
I'll send you the final response draft for review by next Wednesday at the latest. In the meantime, please don't hesitate to reach out with any questions.
Best,
Daniel Park
Park & Sullivan
Press ⌘ + Enter to approve and send
What MatterEngine has been doing.
The hours recovered, the deadlines watched, the drafts that went out. Numbers that justify the line item.
Hours recovered
142hrs
↑ 18% vs. last month
Drafts approved
1,247
↑ 22% vs. last month
Deadlines missed
0
Same · all-time
Avg lead → retainer
1.4days
↓ 67% vs. last month
Drafts approved per day
May 2026 · all agents combined
By agent · drafts per agent
Communication leads on volume.
Communication
412
Deadlines
284
Evidence
219
USCIS
160
Billing
112
Intake
60
The bottom line
If 142 hours of paralegal-level work were billed at $120/hr, you would have spent $17,040 this month. Your MatterEngine subscription was a fraction of that.
If billed
$17,040
If hired
1.4FTE
Net benefit
+ $14k/mo
Every clock, watched.
Three-tier alerts at T-7, T-3, and T-1. 0 missed deadlines to date.
3
T-7 risk window
5
Next 14 days
28
Active windows
0
Missed · all-time
May — June 2026
This weekMay 26
Fri · 05/30
H-1B cap filing window closes — Park
Next weekJun 02
Thu · 06/04
RFE response due — Müller EB-1A
Sun · 06/08
H-1B status expires — Zhang
Week ofJun 09
Wed · 06/11
Bi-monthly USCIS Visa Bulletin check
Fri · 06/13
RFE response due — Liu EB-2
Week ofJun 16
Mon · 06/16
EAD renewal — Tanaka
Settings
Integrations
Voice training
Approval rules
Team
Billing
Security
Connected · 5 of 8
USCIS Portal
Case status polling, RFE detection, receipt tracking
Connected
Clio
Matter sync, time entries, contact records
Connected
QuickBooks Online
Invoicing, payment reconciliation, retainers
Connected
Gmail
Read inbox, send approved drafts, attach documents
Connected
Stripe
Payment processing, retainer collection, refunds
Connected
Docketwise
Form preparation, immigration-specific workflows
Available
Google Drive
Document storage, version history, sharing
Available
Microsoft 365
Outlook, OneDrive, Teams integration
Available