Immigration Case Management
Welcome to our 24/7 self-service portal—your gateway to step-by-step guides, troubleshooting solutions, and detailed feature overviews. Search our complete library using the button below, or browse through the four dedicated subsections to get started.
Best Practices and Feature Overviews
Discover best practices—like customizing your dashboard, generating case status reports, and leveraging Microsoft integrations—alongside quick-start guides for key features like the ETA-9089 PERM Workspace and Notice AI.
Case Management and Form Preparation
Explore end-to-end case management resources—from managing forms, questionnaires, and dependent relationships to utilizing OnDocs storage and the E-File Extension.
Reporting, Billing, and Analytics
Access operational reporting resources—from building client, firm activity, and A/R reports to managing charges in the Billing Module and understanding Equifax credit requests and usage charges.
Firm Administration
Manage administrative functions—from setting up and offboarding firm users to configuring custom fields, questionnaires, and email templates, along with implementing Multi-Factor Authentication (MFA) standards.