It opens in Google Sheets and asks you to make a copy, so the version you edit is yours. This page stays open too.
Open in Google Sheets ↗Prefer Excel? Download the .xlsx
How to use it
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Pick the sheet that matches where the case is Before filing, use the Claim Map and Exception Log. After a notice arrives, use the RFE Evidence Matrix. Same method, different moment.
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Fill the Claim Map from the legal standard, not the documents List every element the filing must establish first, then attach evidence to each one. Starting from the file is how gaps stay invisible.
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Log every exception, including the ones you accept An accepted risk with the reasoning recorded is fine. An unlogged risk nobody decided about is the problem the log exists to prevent.
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Keep it in the matter file If a notice does issue, the Exception Log tells you which issues you already flagged and why — that is the head start on the response.
One thing worth watching
Use the Strength column honestly. Most weak filings are not missing documents — they contain documents that assert a fact rather than establish it. A resume describing prior duties, an offer letter describing a worksite. Anything rated "Merely asserts it" is an exception, even though the row looks filled in.
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