Contents
You may need to submit numerous documents to our firm. This page explains how you can submit them in a way that helps our firm successfully organize and analyze them.
1. Formatting Documents
- PDF format: Please provide documents in PDF format unless we specifically request a different format.
- Each document should be a separate file: Avoid combining unrelated documents into a single PDF file.
- Arrange the pages: For a document with multiple pages please arrange all pages in order in a single PDF.
- Use clear, descriptive filenames (e.g., “Passport–John DOE.pdf” or “Birth Certificate–WANG Fei”).
- Passports: Please scan adjoining pages of a passport into a single image:
2. Submitting Documents
- Where to Submit Documents:
- Clients: Please use the “Upload Documents” page in your Client Portal.
- Prospective clients: Send documents as email attachments (up to 10 MB per email), or ask our firm for a link to upload documents to an encrypted online folder.
- Submitting Documents in Batches: You needn’t wait until you have all your documents to submit them to our firm. You can submit them in batches for our review. Then, when you have provided all documents we’ve requested, tell us “My documents are complete.”
3. How to Read the Documents List
Your documents list may look something like this:
- The “Assigned To” column:
- If your name is highlighted in yellow, it is a priority to take the “Next Step” listed.
- If a staff’s member’s name is highlighted in green, it is a priority for them to do the “Next Step” listed.
- If the row is gray, it does not apply to you.
4. Missing a Document? Have Additional Documents?
- Missing Documents: If you don’t have one or more of the documents listed, don’t worry. Just let us know why. We’ll let you know whether alternative documents may be helpful.
- Additional Documents: Feel free to submit any additional document you feel may be useful in your case, even if it’s not listed.