Case Management and Form Preparation
Explore this comprehensive library to master everything from forms and questionnaires to secure storage, relationship management, and external integrations, providing you with end-to-end case management support.
Processes and Forms
Review step-by-step instructions for managing system processes alongside detailed guidance for form preparation.
Understanding Why ICM Forms are Password Protected/Secured
Learn about Form security in ICM.
Populating Accredited Representatives on the Form G-28
Learn to create a custom label for your Accredited Representatives and assign them to the Resp Atty/Acc Rep field on the Form G-28 in ICM.
Filling Out the Form I-864-CO or I-864-P
Learn about completing Form I-864-CO or I-864-P (Form I-864A used by US Citizenship and Immigration Services (USCIS): Contract Between Sponsor and Household Member) in ICM.
Opening Forms with Different Browsers and Adobe Reader
Learn how your web browser and Adobe Reader may affect drafting and viewing forms in ICM.
Questionnaires and Data Collection
Access clear guidance on distributing, reviewing, and printing foreign national questionnaires.
Printing Blank or Completed Hard Copy Questionnaires
Learn to print questionnaires from ICM.
Making Questionnaires Available to Foreign Nationals
Learn how your Foreign Nationals clients can access a portal to check on their case status, upload documents, and fill out questionnaires in ICM.
Accessing Foreign National Questionnaires
Learn to review and edit a Foreign National client's questionnaire in ICM.
Contact and Dependant Relationship Management
Learn how to manage contacts and dependent relationships within ICM.
Creating and Linking Dependents
Learn to create a relationship between individual records in a case file in ICM.
Understanding the Difference Between HR-1 and HR-2 Company Contacts
Learn about Company contact types, and how the type (HR-1 or HR-2) affects a user's privileges and system experience in ICM.
Communication & Storage
Understand the capabilities of OnDocs—our secure, built-in document storage system.
Generating Zipped Documents from a Client Record
Learn to create a downloadable zip file of a Foreign National client's documents in ICM.
File Types Supported in OnDocs
Learn the files types that can be saved in the built-in OnDocs repository in ICM.
Integrations
Explore these guides to better understand ICM integrations and how they can help improve your workflows.
LawLogix E-File Extension Walkthrough
Learn to create a downloadable zip file of a Foreign National client's documents in ICM.
Boosting Productivity with Outlook and Word Integrators
Learn how Microsoft Outlook and Word can be integrated with ICM.
Best Practices and Feature Overviews
Unlock expert best practices and stay up to date with deep dives into our newest features—all tailored to help you maximize efficiency and optimize your use of ICM.
Firm Administration
Explore platform configurations and administrative functions managed exclusively by a Firm Administrator.
Reporting, Billing, and Analytics
Review documentation on operational reporting, client billing capabilities, and Equifax billing.