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The client details page

The client details page is the work surface for everything tied to a single person: their identity, documents, cases, completed forms, intake responses, and signed consents. Every feature an attorney or paralegal uses day-to-day rolls up here.

URL pattern: https://folaform.com/workspace/clients/{client-uuid}

You land on it from the Clients list, from Ask Fola’s read_client_profile output, or from a deep link in an internal email.

Header block

Section titled “Header block”

Pinned to the top of every tab. Tells you who you’re looking at without scrolling.

  • Display name — the client’s full legal name, or “Unnamed client” if no name has been entered yet.
  • Age + DOB — pulled from the profile’s dateOfBirth field. Shows the computed age; click to see the raw DOB.
  • Email pill — clickable; copies the email to clipboard. Hidden if no email is on file.
  • A-number badge — visible only when the client has an A-number recorded. Hover to copy.
  • Send intake link button — generates a fresh one-time-use intake URL, copies it to clipboard, and offers a “Send via Fola email” shortcut that drops the URL into the firm’s intake-request email template.
  • Archive button — moves the client to the Archive tab (still visible to admins for 60 days, then purged). Reversible via the Archive tab’s Unarchive action.
  • More menu (⋯) — Export profile as JSON, Delete profile (admin only; requires confirmation), Transfer to another firm (Concierge flow).

When to use: the header is glanceable. Use it to sanity-check you’re on the right client before running a form fill or sharing a document.

Profile tab

Section titled “Profile tab”

The structured data Fola pulls from for every form fill. Organized into accordion sections; each section maps to a domain in the underlying ClientProfile model.

Identity

Section titled “Identity”
  • Legal name (given / middle / family)
  • DOB + place of birth
  • Sex
  • Marital status
  • Country of birth, country(ies) of citizenship
  • A-number, SSN (encrypted at rest; masked by default; click “Show” to reveal)
  • Passport: number, country of issue, expiration date
  • Race (USCIS optional disclosures)
  • Eye color, hair color, height, weight (used on USCIS biographic forms)

Addresses

Section titled “Addresses”
  • Current physical address
  • Mailing address (defaults to current if blank)
  • Prior residences (last 5 years for USCIS / DOL filings)

Each address carries street, city, state, ZIP, country, plus a “residence type” tag (Apartment / House / Other) and dates of residence.

Family

Section titled “Family”

Each family member is a sub-profile with its own identity + dates + documents. Add new members from the + Add family member button at the top of the section.

  • Spouse — current and prior marriages (with marriage / divorce dates).
  • Parents — both, even if deceased or unknown.
  • Children — including step-children and adopted; mark which qualifies as a derivative beneficiary.

Why it matters: family relationships drive eligibility logic on half the USCIS catalog (I-130, I-485, I-751, N-400 etc.).

Employment

Section titled “Employment”

Current employer + prior employers (last 5 years for most filings, last 10 years for some). Fields: employer name, address, job title, start date, end date, supervisor name + phone.

The Self-employed toggle replaces the employer block with the client’s own business info (entity name, EIN, NAICS code, gross revenue).

Education

Section titled “Education”

Schools attended, with name, address, dates of attendance, degree (if any), field of study. Used on I-140 EB-2/EB-3 filings and I-129H1B.

Immigration history

Section titled “Immigration history”
  • Entries into the US: date, port of entry, status admitted in
  • Visa history: every visa issued, valid-from / valid-until, consulate
  • Prior USCIS filings: receipt numbers + outcomes
  • Removal / deportation history: orders, dates, jurisdictions

This section is high-stakes — an attorney’s signature on USCIS forms attests to the accuracy of this data.

Tax history

Section titled “Tax history”

Filing status, dependents, EITC eligibility, prior-year AGI, prior tax preparer. Drives Form 1040 family + W-9 generation.

Disclosures

Section titled “Disclosures”

The most sensitive section. Yes/No flags plus narrative for:

  • Criminal history (arrests, charges, convictions; per USCIS Form I-485 / N-400 questionnaire)
  • Immigration violations (unlawful presence, overstays, prior removals)
  • Public benefits received (TANF, SSI, Medicaid — for I-944 / public charge)
  • Communist party / terrorism / persecution history (USCIS standard inadmissibility questions)

Documents tab

Section titled “Documents tab”

The authoritative file store for everything tied to this client.

  • Upload button (top right): drag-and-drop or click. Max 25 MB per file. Accepted formats: PDF, PNG / JPG / HEIC, DOC / DOCX, ODT.
  • Type filter chips: Evidence, Forms (filled), Consents, Intake responses, Identification, Other.
  • Search bar: filename + extracted-text search.
  • Document row: thumbnail + filename + date uploaded + uploader name + size.
  • Row actions: Preview, Download, Rename, Move to type, Delete (with 30-day soft-delete grace period).

Auto-population:

  • Every form Fola finalizes (complete_draft tool) drops the unwatermarked PDF here under “Forms”.
  • Every signed consent (engagement letter, retainer) drops here under “Consents”.
  • Every intake-link submission drops the questionnaire response + any documents the client uploaded here under “Intake responses”.

Encryption: files are encrypted at rest in Supabase blob storage, scoped to your org. Per-member visibility is enforced by the same RBAC rules that gate the profile.

Cases tab

Section titled “Cases tab”

A “case” in Fola is a workspace concept that groups a coordinated set of filings around one immigration / tax / labor goal. Optional — many firms work form-by-form without ever creating a case.

  • + New case button: pick a case type (family-based green card, asylum, naturalization, EB-2 NIW, etc.); each case type seeds a default checklist of expected forms.
  • Open cases: cards showing case name, status, expected filings, next deadline, attorney of record.
  • Closed / archived cases: collapsed by default.

Click any case card to drop into the case detail surface — the Concierge service uses this as its primary work surface.

Filings tab

Section titled “Filings tab”

Every form Fola has rendered for this client, regardless of whether a case wraps it.

  • Filterable by form ID (e.g. I-130, N-400).
  • Filterable by status: Draft / Final / Filed / Receipted / RFE / Approved / Denied.
  • Each row carries: form ID, draft created date, last edited, attorney of record, receipt number (if filed).
  • Row actions: Open draft, Download PDF, Mark as filed (with receipt number), Mark as receipted (with USCIS receipt notice upload), Send to client, Archive.

When you click Mark as filed Fola starts polling USPS for tracking if you provided a mail tracking number — see USCIS-side troubleshooting.

Intake tab

Section titled “Intake tab”

The responses your client submitted via intake links you’ve sent them.

  • One row per intake submission (a client may submit multiple times if you sent multiple links — common for second-marriage / RFE scenarios).
  • Each row shows: submitted date, submitter (matches client email), number of answered fields, completion percentage.
  • Click to open the full questionnaire view side-by-side with the current profile state — Fola highlights fields where the intake answer differs from what’s currently in the profile, with a one- click “Accept” to overwrite.

When to use: every time a new intake lands. Don’t bulk-accept without reviewing — clients sometimes mis-enter dates or addresses, and overwriting cleanly is much harder than fixing it once at the intake step.

Activity log

Section titled “Activity log”

Append-only audit trail for everything that touched this client.

  • Profile edits (who, what changed, before/after)
  • Form fills (which form, by whom, at what time)
  • AI chat runs touching this client
  • Document uploads + downloads
  • Intake submissions
  • Case status changes
  • Member access events (who viewed the profile, especially for audit-conscious firms)

Filterable by event type and by member. Exportable as CSV for an engagement-record on file.

When to use: end-of-month auditing, answering “who changed this field” questions, RFE preparation (timeline of when each piece of evidence was added).

Consents tab

Section titled “Consents tab”

Every consent document this client has signed with the firm.

  • Engagement letter
  • Limited-scope representation
  • Flat-fee or hourly fee agreement
  • Translator certificate (for non-English-speaking clients)
  • Custom consents (anything authored at Settings → Consent templates)

Each row carries: template name + version, signed date + IP + user agent, downloadable signed PDF. The signature on each consent is a drawn-signature canvas image rendered into the final PDF (same mechanism as the firm service agreement).

When to use: any time you onboard a new client formally — the consent flow ties the firm’s contract record to the workspace audit log automatically.

Section titled “Related”

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