Immigration Services Module
- Category: Legal Services
- Module Name: Immigration Services
- Platform: ERP36T
- Features: Click Here For Features
About the Immigration Services Module
Transform how your firm handles immigration cases with a purpose-built ERP module designed for speed, compliance, and collaboration. Centralize client communication, automate paperwork, and give your legal team real-time control from intake to approval in one secure platform.
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.