ERP36T by Innovation36T Free ERP Assessment

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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Estimated $699 per month · hosting, updates and 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.

Free ERP Assessment

Find out if your business is ready for ERP.

Thirty minutes, no cost, no obligation. Tell us how you run today and we'll reply with a short ERP readiness summary — including an honest answer if ERP isn't the right move yet.