What does immigration case management actually cover?

Immigration case management covers the full lifecycle of an immigration matter: client intake and data collection, form preparation and population, document assembly, government filing, status tracking with USCIS and other agencies, deadline management, client communication, billing, and case closure. It also extends to practice-level operations like staff workload management, conflict checking, and compliance reporting.

eimmigration organizes its 48 standard features into four categories. Case Management includes the Case Creation Wizard, Caseworker Portal, 120+ out-of-the-box case processes, intake review, case status lookup, Summarizer AI, and case referral management. Forms Management covers 300+ immigration forms with version control, automatic data population, reverse autofill, form collaboration, document assembly, and e-signature capability. Client Management handles contact management, a communications center, a secure client portal, and payment portal access. Practice Management includes the tickler dashboard, permissions and access controls, email integrations, Microsoft Office Online connectivity, and conflict of interest checking, and AI Workmates for document summarization, translation, and data extraction. Beyond these standard features, 16 premium features add capabilities like e-filing with USCIS/DOS/DOL, USCIS and Visa Bulletin tracking, secure messaging, SMS/WhatsApp communication, custom reports with ReportAI, billing and trust accounting.