ERP36T by Innovation36T Book a Free Demo

ERP for Paralegal & Immigration

Immigration case management that keeps every deadline.

Client intake, USCIS and IRCC forms, document checklists and filing deadlines on one case record — with billing and accounts in the same system.

USCIS & IRCC form preparationClient portal for documentsDeadline and RFE tracking
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Starting at $699 per month · hosting, updates and standard support included

How it runs

How an immigration case runs, end to end.

Inquiry→Intake→Retainer→Case→Documents→Form Preparation→Attorney Review→Filing→Decision

Intake opens the case, the case drives the checklist, and every form, fee and deadline stays attached to it.

What ERP36T manages

Everything an immigration practice runs on.

Included in the plan — not priced module by module.

Client intakeSmart questionnaires and intake forms that clients complete themselves, straight into the case.
Case managementCase creation and lifecycle tracking for beneficiaries and petitioners, across every office.
USCIS and IRCC formsForm data entered once and auto-filled into the forms, ready for review and print.
Document checklistsPer-case checklists, client uploads and collection status, so nothing is filed incomplete.
Deadlines and remindersFiling dates, hearings, RFEs, renewals and expirations tracked, with automatic reminders.
Paralegal tasksTasks assigned to paralegals, with attorney review before anything is filed.
Client portalClients see their status, upload documents and message the team without calling the office.
Case status syncUSCIS case status synced to the case, with approvals and denials tracked and clients updated.
Email and SMS notificationsClients and staff notified as the case moves, with follow-ups and escalation.
Billing and trust accountingRetainers, invoices and payments per case, with trust balances kept separate.
Audit trailEvery change, document and message recorded against the case, for compliance and review.
Accounting built inFees, payments and financial statements in the same system as the cases.

What it replaces

The case-management stack ERP36T replaces.

Each of these is a place where a number gets re-typed, and a place where two versions of the truth can disagree.

  • ✕Case files in shared folders
  • ✕Deadlines in a personal calendar
  • ✕Forms retyped for every filing
  • ✕Documents chased by email
  • ✕A separate billing package
  • ✕Status updates by phone

What changes

What changes for immigration teams.

No missed deadlines

Every filing date, RFE and expiry on the case, with reminders before they matter.

Forms filled once

Client data captured at intake flows into every form the case needs.

Clients who stop calling

The portal shows case status and what's still needed from them.

Pricing, implementation and switching

What ERP36T Immigration costs, and how you get there.

Starting at $699 per month

ERP36T Immigration starts at $699 per month: the Business plan with 10 users included, plus the case-management package ($100 per month). Additional users are $25 per user per month, billed monthly. Hosting, updates and standard support are included.

See the planCalculate Your ERP Cost

Implementation starting at $897

A one-time fee. The final cost depends on business complexity, number of companies, workflows, integrations, customisation, data migration and scope, and is confirmed in a scoped proposal.

What affects the costGet a free assessment

Switching from another system

Tracking cases in spreadsheets and billing in QuickBooks? Clients, open cases and opening balances are carried across and reconciled before go-live. Data migration starts at $1,500 and is scoped separately.

From ExcelFrom QuickBooks

Free demo · free assessment

See ERP36T run your caseload.

Book a live demo built around one of your own transactions, or ask for a free 30-minute assessment of how you run today. No cost, no obligation — we reply within one business day.

Quick Demo

Quick overview, in a few minutes.

Short videos on what ERP36T does and how the day-to-day work looks. Each one opens on YouTube in a new tab.

OverviewERP for Immigration and Community Services TrainingPlan Milestones & Tasks Management TrainingHow to create Data fields and Map them with USCIS Form
ShortERP36T - One Single Integrated Platform For All Your Businesses ShortImmigration Services Suite ShortAI Agent36T ShortERP36T Accounting Suite delivers powerful financial management

More videos on our YouTube channel