Automating Immigration Workflow

Intake & workflow management

The Client intake process is the most important step towards starting a cordial working relationship with clients. But this is also the most time consuming and exhaustive. Automating the intake process by allowing clients to build their own profiles can keep the client engaged in the intake process. If clients could be onboarded on to the immigration software application or platform and given credentials to login and enter education, immigration, employment, and family details, it would start the immigration workflow smoothly. This one time activity could foster a long term relationship with the client, with profile data re-used multiple times for as many immigration events as possible, along with the flexibility of updating it at anytime.

No more time is lost in data entry. Once client information and case details are entered, they are securely stored in one central location, that can be easily accessed by staff who have relevant permissions, from anywhere.

Comprehensive visa and green card automation

Once the client’s requirements are captured, the relevant visa process gets triggered. The immigration software should have an active dashboard that shows tasks’ status at a glance.

If each task for any visa or Green Card is divided into steps, with each step leading to a set of actions on a self-explanatory timeline, visa processes would be simplified to a great extent. At the end of the task the software could pull together all the data entered by various stakeholders and a well-structured petition all set to be submitted to the USCIS is ready! This would be true workflow automation.

Assignment & tracking of tasks

The immigration team should have a clear workflow relevant to each visa, such as an H-1B, L-1, O-1 or Green Card. Every step within that workflow should be assigned to a specific stakeholder and have set procedures and due dates. Tasks under each workflow are clearly assigned to team members and every team member’s role and responsibilities should be clear. A transparent and intuitive workflow would go a long way in teams picking it up on the job without any support.

If all tasks could be tracked through intuitive at-a-glance dashboards that provide a holistic view of case status, ownership, and current action items, a lot of time could be utilized on core immigration work.

Alerts/Notifications/Reminders

All communication challenges between attorneys/immigration teams and clients could be resolved by immigration software, with the ability to send automatic notifications and alerts for important immigration events, reminders for court dates, meetings etc. This would be a big value-add that could cut down email, telephonic and in-person meetings by half.

Automating appointment scheduling will get rid of any manual scheduling and memory lapses. Clients will receive an automated appointment reminder, and so will you, ensuring that everyone stays on track.