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Kickstart 2026 with eimmigration: Essential Training for New Users

VanessaVargas2
Hosted by Vanessa Vargas
Jan 02, 2026
|
10:00 AM PT

Start the new year by mastering the fundamentals of eimmigration. This live, one-hour training is designed for new users or anyone who wants a refresher on the core features needed to manage cases with confidence. There’s always something new to discover.

In this session, you’ll learn how to:

  • Create and manage client profiles 
  • Link related contact records 
  • Create new case files 
  • Capture client information using questionnaires 
  • Auto-populate immigration forms with stored client data 
  • Set reminders, create logs, and stay on top of important tasks

Whether your organization is brand new to eimmigration or you’ve recently been added as a user, this session will help you hit the ground running.

On Demand Webinars