.png?width=240&height=240&name=George%20Rodriguez%20(1).png)
Thousands of legal immigration pros believe it’s the best immigration case management software.
Complete casework 40% faster
Get full visibility across all cases
Never miss a step or deadline
Caseworker Portal
Case Creation Wizard
Create a case, gather all the necessary forms, and build the legal team to support it within seconds.
Daily Planner
See all upcoming casework in one place so you can prioritize the tasks you need to complete today.
Reminders & Alerts
Schedule automated alerts in client and case profiles. Set reminders to notify staff of important dates, events, and tasks.
Intake Review
Get notified when clients complete intake forms. Review changes and instantly add information to a client profile.
Expiring Documents
Monitor expiration dates up to 180 days in advance for all documents (I-94, Passport, Visa, etc.), tasks, reminders, and other important dates.
Case Processes & Workflow Automation
Make sure your team never misses a step by assigning specific case processes and automated workflows to every case. Choose from dozens of out-of-the-box templates or customize them according to your workflows.
Case Process Templates
Access a library of 145 common immigration-specific processes to guide your staff through case tasks. Modify templates to match your processes.
Custom Processes & Workflows
Assign forms, steps, documents, and questionnaires to build workflows for each case type your firm handles, ensuring your team never skips an important step.
Workflow Automation
Set up automations for everyday tasks like documenting an expense, sending questionnaires, or creating a log. Dictate tasks and time frames to drive cases to completion quickly.
Case Status Lookup
Status Tracking
View the status of all active, archived, and closed cases by individual case or your entire caseload.
Case Lookup
Find cases based on time of access, main contact, assignee, case number, and receipt or notice number.
USCIS Updates
Track status updates from USCIS so you know when to take action to help your clients.
USCIS & Visa Processing Times
Monitor USCIS Processing Times and Visa Bulletin information and get notified when petitions are eligible for processing.
Summarizer AI Workmate
Get everyone up to speed on case history quickly with an AI Workmate that saves hours in document review. Summarizer lets you upload PDF documents, paste large blocks of text, or point it to a URL. You’ll get a smart digest of the content within seconds.
Summarizer AI is great for reading and recapping AAO decisions and incorporating them into your workstreams.
Advanced Case Management Capabilities
Make casework easier than ever with advanced case management functionality designed to maximize efficiency from the moment you start working a case.
Timekeeper
Track and monitor caseworker time across each case and client profile. Generate time-based expense reports for easy invoicing.
Automatic CBP Data Import
Grab I-94 and travel history on-demand from US Customs and Border Protection and instantly add it to client profiles.
Conflict of Interest Check
Scan all client and case profiles for specific names to avoid possible conflicts of interest.
Case Initiation Request
Allow HR representatives to initiate a case for employees.
.png?width=240&height=240&name=Reggie%20Smith%20(2).png)
