Muñoz-Ryan, P.C.

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Employment Intake

Long-form intake with auto-save. Skip any section that doesn't apply.

Not saved yet
📂Open Existing Intake Drafts auto-saved locally and on the server
📁MerusCase Link Submission will file the intake DOCX into this case
⚠ Conflict Check Answer before discussing case facts

Per CA Rules of Professional Conduct 1.7 / 1.9. If any answer is "Yes," pause the intake until the firm completes a conflict review.

1 Client Information
2 Employment Details
Did you sign:
3 Quick Case Summary
4 Adverse Action
5 Protected Activity / Retaliation
6 Protected Status (FEHA)
7 Comparator Evidence
8 Harassment Skip if N/A
9 Leave / Disability / Accommodation Skip if N/A
10 Wage & Hour
11 PAGA / Class Indicators
12 Performance / Discipline
13 Damages
14 Evidence
15 Detailed Timeline

Provide dates, names, and events. The more detail, the better.

16 Documents Checklist Upload actual files via the Scan Document Uploads tab
17 Admin Filings
18 Workers' Comp Skip if N/A
19 Union / CBA Skip if N/A
20 Severance / Agreements
21 Prior Attorneys
22 Client Goals
23 Disclaimer / Signature

No attorney-client relationship is created unless and until a written retainer agreement is signed by both you and Muñoz Law, P.C.

Information you share during this intake is protected by attorney-client privilege regardless of whether the firm agrees to represent you.

Statutes of limitations may apply to your claims. You remain responsible for protecting any deadlines until representation is confirmed in writing.

Analyze Case — Employment

AI-assisted case review on a saved intake. Non-binding triage — independently verify before relying.

📂Select an Intake to Analyze Past analyses load automatically when an intake is selected

Case Dashboard

Upload an intake document to automatically extract facts and suggest the right template.

📁MerusCase Optional — pre-fill facts from a case
📎Upload Intake Document
Muñoz Law
Drag & Drop or Click to Upload
Intake forms, emails, notes, letters
PDF DOCX TXT EML
or paste text
💡Template Suggestions Ranked by relevance
⚖️
Upload a document to see suggestions
The app will automatically identify the case type

Document Generator

Select a template, fill in variables, edit the draft, then export.

📁MerusCase Optional
📂Template
✏️ Fill Variables

Variables detected in this template. Auto-fill uses extracted intake data when available.

Load a template to see variables
📝Document Editor
0 words
📤Export Document
📂 Template Manager

Browse, edit, and create legal document templates with {{variable}} support.

📂
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New Client Packet

Drop an intake document to auto-fill, or enter case info below. Click Generate to build a formatted client packet PDF.

📁MerusCase Optional
📎Auto-fill from Intake Document Optional
Muñoz Law
Drop intake document
We'll pull name, email, phone, employer, and re-line if we can find them
PDF DOCX TXT EML
📋Case Information

Demand Letter Generator

Drop an intake, pick the demand type, add notes, then preview and edit before export.

📁MerusCase Optional
📎Intake Document Optional
Muñoz Law
Drop intake to auto-fill
Pulls name, employer, email, re-line
PDF DOCX TXT EML
⚖️Demand Type
📋Case Info
📝Factual Background

Paste or type the factual narrative. Each paragraph becomes a paragraph in the letter.

➕Additional Points / Notes Optional

Extra facts, quotes, incidents, or arguments to weave into the letter.

📝Letter Preview & Editor
📤Export
SCAN
DOCUMENTS

Drop one or many PDFs/scans/images. Each is OCR'd, classified, and matched to a MerusCase. Edit anything below, preview, then transfer.

  • → Employment & immigration document classifier
  • → Auto-match to existing MerusCase files
  • → One-click transfer to MerusCase
  • → Bulk approve and transfer
SCAN
UPLOAD

Each file is processed independently. Results appear below — review document type, case match, then transfer.

0 documents · 0 transferred
Drop documents here or click to browse
PDF JPG PNG

Records Chat — Employment

Upload case files, intake documents, HR records, or correspondence, then ask questions grounded strictly in the uploaded materials.

Drop records here or click to upload
Case files, intake documents, HR records, correspondence
PDF DOCX TXT EML

Records Chat — Immigration

Upload I-589s, NTAs, I-862s, country-condition reports, declarations, or client intakes — then ask questions grounded strictly in the uploaded materials.

Drop records here or click to upload
I-589s, NTAs, country-condition reports, declarations, intakes
PDF DOCX TXT EML

Immigration Intake

Long-form intake with AI-assisted case review. Skip any section that doesn't apply.

Not saved yet
📂Open Existing Intake Drafts auto-saved locally and on the server
📁MerusCase Link Submission will file the intake DOCX into this case
⚠ Conflict Check Answer before discussing case facts

Per CA Rules of Professional Conduct 1.7 / 1.9. If any answer is "Yes," pause the intake until the firm completes a conflict review.

1 Client Information
2 Current Immigration Status
3 Entry to U.S.
4 Family Status & USC/LPR Sponsors
5 Prior Immigration History
6 Criminal History Required — affects eligibility
7 Unlawful Presence Triggers 3-year / 10-year / permanent bars
8 Removal / Deportation History
9 ICE Encounters
10 Fraud / Misrepresentation Affects eligibility — be honest
11 Asylum / Withholding / CAT 1-year filing deadline applies
12 U Visa Eligibility Skip if not a crime victim
13 VAWA Eligibility Skip if N/A
14 T Visa Eligibility Skip if N/A
15 SIJS (Special Immigrant Juvenile Status) For minors with parental issues
16 Employment / Education
17 Health Skip if N/A
18 Client Goals
19 Documents Available Upload actual files via Scan Document Uploads tab
20 Disclaimer / Signature

No attorney-client relationship is created unless and until a written retainer agreement is signed by both you and Muñoz Law, P.C.

Information you share during this intake is protected by attorney-client privilege regardless of whether the firm agrees to represent you.

Immigration filing deadlines (including the asylum 1-year deadline, NTA response deadlines, and visa expirations) may apply. You remain responsible for protecting any deadlines until representation is confirmed in writing.

Any AI-assisted case review is non-binding triage and must be independently evaluated by an attorney.

Analyze Case — Immigration

AI-assisted case review on a saved immigration intake. Non-binding triage — independently verify before relying.

📂Select an Intake to Analyze Past analyses load automatically when an intake is selected

Referral Tracking

Outbound attorney referrals — track fee splits, payments, and 1099-eligible totals.

Total Referrals
0
—
Total Fees Owed
$0.00
All referrals combined
Total Paid
$0.00
Closed out
Total Outstanding
$0.00
Ongoing only
0 results
Date Sent Case Case Type Referred To Attorney Fee Split Fee Owed Status Date Paid Actions
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