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What Ask Fola can do

Think of Ask Fola as the tireless paralegal — and now the back-office manager — who never loses a deadline. Ask it in plain English — “send the Garcias their intake,” “draft an RFE response for this receipt,” “request a birth certificate by Friday,” “invite our new paralegal as a reviewer,” “set up a welcome email template” — and it does the legwork inside your workspace so your team can spend its time on the law, not the busywork.

With more than 180 things it can do today, Fola now covers the whole arc of a matter — from a client’s first questionnaire to the filing that leaves your office — plus the day-to-day of running the firm itself and your own work as a team member. Here’s the honest picture of what it handles today, and the few things it can’t do yet.

Pick who you’re working as: a client, or “My workspace”

Section titled “Pick who you’re working as: a client, or “My workspace””

At the very top of the chat there’s a picker for who the conversation is about. Choosing it well is what keeps your case work and your own work from getting tangled.

  • Pick a client to work on that client’s case. Everything you ask — questionnaires, forms, documents, RFEs, e-signatures — lands in that client’s thread, right where you’d expect to find it later.
  • Pick “My workspace” to handle your own and firm things — your professional credentials, firm settings, members, billing, usage, and your email, consent, or PDF settings — in your own private thread. Nothing internal clutters a client’s chat history, and nobody scrolling a client’s conversation later has to wade past your back-office questions.

If you ask for something internal — say, a firm setting or your own usage — while a client is still selected, Fola gently nudges you to switch over to “My workspace” first, so the answer ends up in the right place.

Each area below is something you can simply ask for in chat. Fola handles the steps; you stay in control and approve anything that leaves the firm.

Get the client to fill their own paperwork — and chase them politely until they do.

  • Email a client a secure intake questionnaire — the whole profile or a single form like an I-130 — and track when they open and finish it.
  • Pre-fill and lock fields you don’t want the client to change before the link goes out.
  • Set a deadline, a reminder cadence, and an optional PIN so only the right person can open it.
  • See every questionnaire you’ve sent and where each one stands, then resend or cancel a link.

Fill the forms, group them into a filing, and get them out the door.

  • Fill a USCIS, EOIR, or tax form from the client’s profile and carry shared answers across related forms automatically.
  • Flag missing answers and conflicts between forms before anything is filed.
  • Build a filing package that bundles the case’s forms together and mark each one reviewed.
  • List the client’s completed and filed forms at a glance.
  • Prepare and submit a supported form to USCIS electronically once the client has connected their myUSCIS account.

Collect, read, organize, and share the case file cabinet.

  • Request specific documents from a client with a deadline, and track which items have come in.
  • Save a file to the case vault and read or pull text out of an uploaded document.
  • Share a document to the client portal or across linked family members.
  • Soft-delete a document (with a recovery window) or restore one, and review a document’s full history.

Case work — RFEs, interview prep & reviews

Section titled “Case work — RFEs, interview prep & reviews”

The heavier lifting: responding to USCIS, prepping clients, and keeping a pulse on the case.

  • Draft an attorney-grade RFE response packet — cover letter and per-deficiency answers — then edit, finalize it to the vault, and mark it filed.
  • Generate a mandamus complaint for a stuck case and track the receipt for status changes.
  • Build a case timeline with milestones and keep it current.
  • Send a client an interview-prep practice invitation and review how they did, including joint-interview (Stokes) comparisons.
  • Send a client a one-tap review request and flag any low scores for service recovery.
  • Look up the nearest biometrics appointment locations and share them with the client.

Engagement agreements, G-28s, FOIA releases — sent, signed, and on the record.

  • Send a consent or a Fola-prepared document to a client for e-signature, with automatic guardian routing for minors.
  • Bundle several consents into one signing, or record a wet or verbal consent when signing happened offline.
  • See every signature request and consent on file, revoke or void one, and pull the full audit trail.

Keep the team’s internal record and hand work to the right person.

  • Add, edit, pin, and list internal case notes for the firm.
  • Assign a task to a teammate with a kind, due date, and the form it relates to.
  • List, complete, reopen, or cancel tasks, and check who’s on the hook for what.

Get paper to USCIS and keep an eye on it.

  • Track a package mailed to USCIS and re-check the carrier for its latest delivery status.
  • Drive an AR-11 / EOIR-33 change-of-address run across the right channels and share the result with the client.
  • Quote a rate and buy a USPS label, schedule or cancel a pickup, and download the label (mailings are in beta — see below).

The operational extras that keep a case moving.

  • Build a USCIS fee scenario for a filing and share the breakdown with the client.
  • Submit a USCIS FOIA request from a completed G-639 and refresh its status.
  • Set a visa-bulletin priority-date watch and get notified when the date moves.
  • Assemble a PERM audit-defense binder with recruitment and applicant records, and export it.

Manage access, the client portal, and linked relatives.

  • Read and update a client’s identity, contact details, and addresses, and push an address change to linked family.
  • Enable or disable client-portal access and step into the portal as the client to see what they see.
  • Assign or unassign team members on a case and review the per-case roster.
  • Archive or restore a client, list linked family, and sync details between a relative’s profile and their questionnaire slot.

Send polished, on-brand client emails without writing them from scratch.

  • Every firm starts with a ready-to-use set of editable templates — welcome, questionnaire reminder, document follow-up, appointment reminder, status update, an approval good-news note, and a payment reminder.
  • List the templates you have, create a new one, edit the wording, and preview exactly how it’ll read before it goes out.
  • Tune the voice once and reuse it across clients, so every message from the firm sounds like the firm.

Your workspace — for everyone on the team

Section titled “Your workspace — for everyone on the team”

You don’t have to be an owner or admin to get help with your own work. From “My workspace,” any team member — attorney or paralegal — has a self-service corner of the chat that’s just theirs.

  • See the tasks assigned to you, so nothing on your plate slips.
  • Set up and keep your own professional credentials current — your bar admissions, accreditation, and the details that go on the filings you touch.
  • Check your own AI usage to see how much of the assistant you’ve been leaning on.
  • Pull up your profile and keep your details right.
  • Kick off a bulk operation and watch its progress to completion.

When you ask for usage or insights, Fola can answer with a real picture instead of a wall of numbers — a doughnut chart of your AI usage, or bars and lines for trends over time. You get the shape of the story at a glance, and the details are still there when you want them.

Run the practice from chat. These actions are reserved for firm owners and admins. (For your own tasks, credentials, usage, and profile, see “Your workspace” above — that part is open to everyone on the team.)

  • Update the firm’s details and keep its profile current.
  • Invite teammates, set their roles, and transfer firm ownership when the practice changes hands.
  • Set per-member AI usage budgets and review AI-usage insights — as a clear chart, not just a table — to see how the assistant is being used across the team.
  • Read the firm activity log to see who did what, and when.
  • Review billing — your subscription, invoices, and projected cost — and change the plan when your needs change.
  • Check where your service-agreement stands.
  • Manage firm-wide PDF passwords that protect generated documents.
  • Publish or retire consent templates the firm offers clients.
  • Create and edit the firm’s email templates (see above).

What Fola can’t do yet — and always asks first

Section titled “What Fola can’t do yet — and always asks first”

We’d rather under-promise. Here’s where Fola stops, double-checks, or hands the wheel back to you.

  • It confirms before it acts. Fola always checks with you before anything that emails a client, files with USCIS, mails a package, changes billing or the plan, invites or removes a teammate, transfers ownership, or publishes a consent. It won’t act on your behalf without your okay.
  • Firm management is owners-and-admins only. Updating firm details, inviting or removing teammates, transferring ownership, setting usage budgets, and changing billing are reserved for owners and admins — Fola enforces that, the same as the workspace does. Your own tasks, credentials, usage, and profile are open to everyone from “My workspace.”
  • Internal work belongs in “My workspace.” Firm and personal settings live in your own thread, not a client’s. If you ask for one while a client is selected, Fola asks you to switch over first rather than mixing it into the client’s history.
  • Signing the service agreement happens on the settings page. Fola can tell you where your service-agreement stands, but the actual signing is done by you on the settings page, not in chat.
  • USPS mailings are in beta. Live postage and label printing depend on carrier approval that’s still in progress, so rate quotes and labels may be limited until that’s live.
  • Mail-tracking refreshes can be carrier-limited. Sometimes a USCIS package status check is restricted on the carrier’s end — Fola will tell you so rather than guess.
  • Some family decisions need an attorney. Fola can read the family roster and sync details, but choosing which relatives to link or unlink still leans on your judgment.
  • It only works within your firm’s data and your permissions. If you couldn’t do something yourself in the workspace, Fola can’t do it either.
  • It handles process, not legal judgment. Fola doesn’t decide eligibility, set case strategy, or give legal advice — those stay with your licensed attorneys.

Just ask it. If it can’t help with a request yet, it’ll tell you plainly and point you to the right place in the workspace.

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