Documentation
Tracking a filing and recording the outcome
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Once a matter is filed, you can link it to the agency case so its status lands in the workspace. How that works depends on the jurisdiction.
For US matters, add the USCIS receipt number to the matter and Petria fetches status from USCIS. The last fetched status is cached, so opening the matter shows what was retrieved previously and refresh pulls a fresh reading. Without a receipt number on the matter there is nothing to poll, and the matter will say so.
For Canadian matters, there is no public IRCC status API. You add the application number, check the status yourself in CAS or the Application Status Tracker, and paste the status text back into the matter along with the program type and the date you observed it. That recorded status is treated the same way an automatic reading would be. Case status is a Pro and Enterprise feature in both jurisdictions.
Petria then maps the status text to one of four outcomes. Language about a request for evidence or additional evidence reads as an RFE. Language about denial or rejection reads as denied. Withdrawal language reads as withdrawn. Approval language reads as approved. If the text is inconclusive, nothing is recorded rather than a guess being made, and a status you set yourself always takes precedence over an inferred one.
Recorded outcomes drive what changes on your next petition. When a matter reaches a terminal outcome, Petria stores a firm-local signal that includes the outcome, the petition type, and context from the run: how many citations were checked and how many failed, how many extraction gaps there were, and a summary of what the anticipation report said before filing.
On terminal outcomes it then recomputes a drafting guidance overlay for that petition type, stored against your firm. The next petition of that type drafts with that overlay on top of your learned voice. In practice that means the guidance is derived from your own approvals, RFEs, and denials rather than from anyone else's, and it accumulates per petition type rather than across the whole firm at once.
Only a handful of recorded outcomes exist early on, so expect the effect to be modest until your firm has filed a run of the same petition type.