Ready Solutions · Immigration
ERP36T Immigration Case Management
Every case, form and deadline in one place. ERP36T Immigration Case Management handles client intake, document collection, case tasks, USCIS and IRCC form preparation, invoicing and reminders for immigration teams.
Included from the Business plan. See pricing
Overview
What Immigration Case Management does
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.
Immigration Case Management runs on the same ERP36T platform and database as every other module, so its records are shared, not copied, across the business.
What's included
Immigration Case Management components.
What the Immigration Case Management module covers, out of the box.
- Auto Filling of USCIS and IRCC Forms
- Integrated with USCIS Torch API Live Case Sync
- USCIS and IRCC Form Preparation
- Integrated CRM & Lead Traching
- Leads & Marketing Campaigns in One Place
- Client Intake Management
- Client Web Portal
- Profiles Management
- Business Designed Direct Input Forms
- USCIS Form Data Input by Clients
- 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
- Questionnaires and Smart Intake Forms
- Case Notes, Live Chat and Internal Comments
- Deadline and Priority Tracking
- Centralized Platform for All Office Locations
- Appointments 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
Key features
What you can do with Immigration Case Management.
Screenshots
Immigration Case Management in ERP36T.
Real screens from ERP36T. Select any screen to open it full size.
End to end
How an immigration case runs, end to end.
Intake opens the case, the case drives the checklist, and every form, fee and deadline stays attached to it.
Why it matters
Why teams run Immigration Case Management on ERP36T.
ERP36T Immigration Services Module helps 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.
Connected across ERP36T
One platform, one database.
Included from the Business plan. ERP36T is priced by plan, not by module. See pricing
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