Identity tab

The Identity tab is the structured record of who your client is. Every form the workspace fills — I-130, I-485, N-400, 1040, ETA-9089, anything — reads from this tab. If a field is wrong here, it’ll be wrong on the filing.

Where intake answers go

There is no separate questionnaire tab. When a client fills in an intake link you sent them, their answers flow straight into this Identity record. That keeps one source of truth: the record your forms read from is the same record the client filled in.

When a new intake submission arrives:

• Newly answered fields are populated on the relevant cards.
• Fields where the client’s answer differs from what was already on record are flagged so you can review them one at a time.
• For each flagged field you can Accept the client’s value, Reject it (keep what’s on record), or Edit to type a corrected value — e.g. the client wrote “Carolina do Norte” and you record “North Carolina”.

Review, don't bulk-accept

Clients sometimes mistype dates or addresses, and intake forms are filled in a hurry. The first time you review a client’s submission, click through each flagged field individually rather than accepting everything at once. Any documents the client uploaded during intake land on the Documents tab automatically.

The eight cards

The tab is organized into collapsible cards. Each has an Edit button on the right; click it to open an inline editor.

Personal information

• Full legal name (given, middle, family)
• Other names used (maiden name, prior married name, transliterations)
• Date and place of birth
• Sex / gender
• Marital status
• Country of birth, country of citizenship
• A-number, Social Security Number (masked by default; click “Show” to reveal), passport number + expiration

This is the most-referenced card. If you’re staring at a USCIS RFE about identity, this is where to look first.

Addresses

• Current physical address — where the client actually lives
• Mailing address — defaults to current if you leave it blank
• Prior residences — last five years for most filings, last ten for asylum and a few others

Each address carries street + unit, city, state, ZIP, country, and dates of residence.

Family

Family members are sub-profiles in their own right. Each one has its own identity, dates, documents, and case history — they’re not just text fields on the main client.

• Spouse — current and prior marriages (with marriage and divorce dates, and place of marriage)
• Parents — both, even if deceased or unknown
• Children — including step-children and adopted

For each family member you’ll see:

• Pull — copies the latest values from the family member’s own sub-profile into this client’s view
• Push — sends edits the other direction
• Mirroring — keeps the two in sync automatically
• Re-bind — relinks a family member who got accidentally unlinked
• Diverge count (e.g. “5 diverge”) — shows how many fields differ between this client’s view and the family member’s own profile

Why family members have their own profiles

A family member might also be your client — a spouse filing their own I-485, a child who’s a derivative on the family case. Treating them as full sub-profiles means the same data can drive forms on multiple cases without re-typing.

Employment

Current employer plus prior employers — last five years for most filings, last ten for I-485 and a few others. Each entry has:

• Employer legal name
• Employer address (used on I-129 H-1B, I-140, ETA-9089)
• Job title + brief description
• Start date / end date
• Supervisor name and direct phone

Toggle Self-employed to replace the employer block with the client’s own business info (entity name, EIN, NAICS code).

Education

Schools attended, oldest first by default. Each entry: school name + address, dates of attendance, degree (if any), field of study. Required on I-140 EB-2 and EB-3 filings, useful for naturalization narratives.

Immigration history

The most stakes-heavy section. Drives admissibility analysis and flags anything that needs asking about during a form fill.

• Entries into the US — date, port of entry, status admitted in
• Visas issued — type, valid-from, valid-until, issuing consulate
• Prior USCIS filings — receipt numbers + outcomes
• Removal / deportation history — orders, dates, jurisdictions

When you sign a form for a client, you’re attesting this section is accurate. Worth a second look before every filing.

Tax history

• Filing status
• Dependents (each one a separate row)
• EITC eligibility
• Prior-year AGI
• Prior tax preparer’s name

Drives the Form 1040 family and W-9 generation.

Disclosures

The sensitive section. Yes/No flags plus an open-text narrative for:

• Criminal history — arrests, charges, convictions
• Immigration violations — unlawful presence, overstays, prior removals
• Public benefits received — for public-charge analysis
• Communist party / terrorism / persecution — standard inadmissibility questions

Lock disclosures to attorneys (recommended)

By default any team member can edit disclosures. Most firms prefer to lock that section to attorneys only. Open Administrative → Members & roles → [member] → Per-section permissions and untick “Edit disclosures” for paralegals and admin staff.

Next

Documents tab →