Admin Portal: Customize eimmigration to Work Your Way

Hosted by Vanessa Vargas

Mar 20, 2026

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10:00 AM PT

Your workflows are unique — your system should reflect that. In this live training, we’ll walk through the Admin Portal and show you how to configure eimmigration to align with your firm’s processes.

You’ll learn how to:

Set caseworker defaults and templates

Manage user roles and permissions

Configure dropdown lists and allowed values

Build custom intake forms and fields

Align automation settings with your workflow

Perfect for firm admins, managers, and anyone responsible for system setup.

On Demand Webinars

Webinar: eimmigration Administrator Portal Settings & Customizations

Learn how to navigate administrative settings and customization for your eimmigration account. Dive into eimmigration Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, ...

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Webinar: eimmigration Basic Training for New Users

If you are new to eimmigration and want to learn how to use the system use this ondemand webinar to learn the basic steps such as opening profiles, linking members, and creating cases to work on Forms.

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Webinar: eimmigration en Español!

¿Es nuevo en eimmigration? Esta capacitación es para usted. Cubriremos las funciones más importantes que todos necesitan conocer para comenzar a usar eimmigration.Esta sesión interactiva repasa todos los conceptos básicos y le brinda la oportunidad de hacer sus preguntas en vivo.

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