Immigration Services Suite
Detailed capabilities of the ERP36T Immigration Services solution.
Immigration services require careful case handling, accurate form preparation, client communication, deadline tracking, and close coordination between paralegals, attorneys, case managers, and support teams. ERP36T Immigration Services Module is designed to manage the full routine and specialized workflow of immigration practice, including client intake, document collection, case task management, government form preparation, invoicing, reminders, and progress tracking in one connected system. By automating repetitive activities such as manual data entry, follow-ups, case updates, appointment reminders, and form population for USCIS and Canadian immigration processes, the module helps reduce administrative workload, improve accuracy, and standardize service delivery. It supports immigration teams handling family-based, naturalization, and other case types by combining workflow automation, client collaboration, and integrated operational controls across legal and business functions.
The ERP36T Immigration Services Module includes the following components:
- Auto Filling of USCIS and IRCC Forms
- Integrated with USCIS Torch API Live Case Sync
- USCIS and IRCC Form Preparation
- Client Intake Management
- Prospect and Lead Tracking
- Immigration CRM Integration
- Client Profile Management
- Beneficiary and Petitioner Management
- Case Creation and Case Lifecycle Tracking
- Immigration Task Management
- Paralegal Task Assignment
- Attorney Review Workflow
- Document Checklist Management
- Document Collection and Upload Portal
- Client Portal
- Client Data Input Forms
- Questionnaires and Smart Intake Forms
- Client Templates for I-130, N-400 & others
- Case Notes, Live Chat and Internal Comments
- Deadline and Priority Tracking
- Interview Scheduling
- Biometric Appointment Tracking
- Hearing and Meeting Scheduling
- Events and Reminder Management
- Auto Case Updates
- Client Communication Automation
- Email and SMS Notifications
- Follow-Up and Escalation Management
- Case Status Dashboard
- Request for Evidence Tracking
- Approval and Denial Tracking
- Renewal and Expiration Monitoring
- Client Invoicing
- Payment Tracking
- Sales Integration
- Accounts Integration
- HR Integration
- Document Generation and Print Packages
- Audit Trail and Activity History
- Reports and Productivity Analytics
ERP36T Immigration Services Module offers powerful features and advantages that help immigration firms and service teams handle high-volume work with greater speed, structure, and consistency. It delivers full immigration task management, a secure client portal, automated client communications, client invoicing, event reminders, and case progress visibility while connecting seamlessly with CRM, accounts, sales, and HR modules for a unified operational environment. The module is built to reduce manual form-filling effort by auto-populating government forms from captured client data, which can significantly cut repetitive administrative work and improve data consistency across filings and records. With centralized client information, automated updates, workflow-based collaboration for paralegal teams, and support for both USCIS and Canadian immigration-related processing workflows, organizations can improve turnaround time, reduce clerical errors, and deliver a more professional client experience.
Screen Shots
Key interface previews from the ERP36T Immigration Services solution.
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Features
Key functionalities of the Immigration Services module.
One-Click USCIS & Legal Form Auto-Population
Generate accurate USCIS, DOL, and DOS forms instantly by auto-filling I-130, I-485, I-765, I-140, G-28, and more from a single client record.
USCIS Torch API Integration – Live Case Sync
Real-time case status sync, receipt notices, RFE alerts, and approval updates without manual portal checks.
Secure Client & Petitioner Portal
Branded portal for uploads, e-sign, questionnaires, milestones, and payments with mobile support and 2FA.
Integrated Live Chat & Case Messenger
Client-to-team messaging tied to the case file with a complete audit trail for compliance.
Smart Task Management & Automated Follow-ups
Auto-create task chains by case type with SLA reminders for RFEs, biometrics, and expirations to prevent missed deadlines.
Collaborative Case Management
Role-based access for attorneys, paralegals, and admins across offices with notes, comments, time tracking, and versioned document storage.
Corporate & Joint Business Venture Processing
Manage bulk H-1B, L-1, and PERM cases under corporate clients with batch form generation and reporting.
Community & Outreach Services
Track pro-bono cases, NGO partnerships, and clinic work with separate tags, reporting, and billing controls.
Document Intelligence & OCR
Upload passports, I-94s, or prior petitions and extract data automatically to pre-fill client profiles and reduce manual entry.
Billing & Trust Accounting
Support flat-fee, hourly, and milestone billing with trust ledger workflows designed for compliance.
Compliance & Audit Trail
Log every action by user and timestamp: form edits, document delivery, and case activity with export-ready records.
Reporting & Analytics Dashboard
Track approval rates, case durations, workloads, and revenue metrics to make data-driven staffing and performance decisions.
Multi-Language Support
Client portal and questionnaires available in multiple languages to reduce barriers and improve completion rates.
E-Signature & Filing Packets
Collect legally valid e-signatures and auto-generate complete filing packets with cover letters, checklists, and barcodes.
Conflict Check & CRM
Built-in conflict checks during intake with CRM tools to manage leads, referrals, and client lifecycle communications.