Immigration Case Management Checklist Template
Simplify complex immigration cases with our comprehensive checklist. Streamline your workflow, ensure compliance, and never miss a critical step. Download now and master immigration case management!
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Case Initiation & Intake
Initial steps for establishing the immigration case.
Client Name
Case Number (assigned)
Date of Initial Contact
Summary of Initial Client Concerns/Needs
Intake Source (Referral, Walk-in, Online)
Initial Consultation Fee (if applicable)
Client Signature Acknowledging Intake
Eligibility Assessment
Determining if the applicant meets the requirements for the desired immigration benefit.
Immigration Benefit Category
Age of Applicant
Date of Birth
Prior Immigration History
Country of Citizenship
Potential Eligibility Factors
Document Gathering
Collecting all necessary supporting documents.
Birth Certificate
Passport (Current & Previous)
Marriage Certificate (if applicable)
Divorce Decree (if applicable)
Employment Records (Pay Stubs, Tax Returns)
Educational Records (Diplomas, Transcripts)
Date of Document Issuance (for key records)
Petition/Application Preparation
Completing and reviewing the official forms.
Applicant Background Information (Summary)
Immigration Benefit Category
Date of Form Submission
Copy of Form I-130/I-485 (or equivalent)
Receipt Number (USCIS)
Primary Contact Phone Number
Form Version
Filing & Tracking
Submitting the application and monitoring its progress.
Filing Date
Receipt Number
USCIS Processing Time (Estimated Days)
Filing Method
Expected Decision Date (Based on USCIS Processing Times)
Notes on Filing and Tracking (e.g., Tracking link, communication logs)
Confirmation Receipt (e.g., Screenshot)
Response to USCIS Requests
Addressing inquiries and providing additional information as required.
Type of Request Received
Date of Request Received
Summary of Request Content
Supporting Documents for Response
Explanation of Response
Response Status
Date of Response Submission
Interview Preparation (if applicable)
Preparing the client for any required interviews.
Summary of Case Facts
Potential Interview Questions
Client Responses to Potential Questions
Supporting Documentation Review
Interview Date & Time Confirmation
Decision & Next Steps
Reviewing the decision and planning subsequent actions.
Decision Type
Decision Summary
Decision Date
Appeal Option
Appeal Instructions (if applicable)
Appeal Filing Fee (if applicable)
Case Closure
Finalizing the case and archiving relevant documents.
Case Closure Date
Summary of Case Outcomes & Resolution
Final Status
Total Case Costs (USD)
Notes on Client Communication Regarding Closure
Final Documentation Upload (e.g., approval notice)
Compliance & Updates
Ensuring adherence to regulations and informing client of changes.
Last Regulatory Update Review Date
Summary of Recent Regulatory Changes
Current Immigration Policy Focus (e.g., Family-based, Employment-based)
Number of Policy Updates Reviewed This Period
Next Review Date for Immigration Policies
Areas of Policy Impacting Cases (select all that apply)
Case Management Screen Recording
See ChecklistGuro's Case Management in action! This screen recording demonstrates how our BPM platform simplifies case tracking, task assignment, and overall process control. Learn how to improve efficiency and reduce errors with ChecklistGuro. #CaseManagement #BPM #ChecklistGuro #ProcessAutomation #Workflow
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