eIMMIGRATION

Start by opening a new matter, choosing the benefit type (family, employment, humanitarian, or naturalization), and letting the workspace assemble the essentials. Add the client and any dependents once, then send secure questionnaires that map straight to the forms you’ll file. Track completion in real time, auto-remind anyone who stalls, and gather IDs and evidence through guided upload requests. As responses arrive, data flows into form sets so your team reviews and corrects instead of retyping. Use notes, tags, and custom fields to keep facts tidy across linked filings, and pin conflicts, priorities, and milestone dates to the top of the matter for quick reference.

Turn repeatable procedures into templates. For each filing type, define steps, owners, due dates, and automations: when a receipt is added, schedule the next check-in; when a priority date nears current, trigger an alert; when a questionnaire is finished, assign drafting. Tasks feed calendars, reminders keep clients and staff moving, and status changes can send branded updates automatically. A processing-time monitor helps you set expectations and reshuffle workloads, while dashboards surface matters blocked by missing documents or pending signatures so you can unblock them fast.

Finalize with confidence. Generate cover letters and checklists from templates, bundle exhibits, and run validations to catch blanks before printing. Request digital signatures from clients and attorneys in a few clicks, then lock the packet. Where electronic submission is available, file directly and store confirmations; otherwise, export clean PDFs for mailing. Log receipt notices and biometrics automatically, and turn RFEs into dated tasks with drafting subtasks and evidence lists. When it’s time to extend, renew, or amend, spin up a successor case that carries forward accurate data without duplicative entry.

Keep operations and finances in sync. Track time or use flat-fee milestones, issue invoices linked to matters, and record payments and adjustments. Build reports that show cycle times, approval rates, staff capacity, and revenue by case type, then share snapshots with partners. Admins manage roles, permissions, templates, and required fields so every attorney and paralegal follows the same playbook. With controlled access and a full audit trail, teams deliver consistent immigration work at scale while maintaining visibility across the entire portfolio.