Immigration Case Management – Due Diligence Questions

Choosing the right immigration case management system for your organization can be a daunting task.

To ensure the long-term success of your immigration practice, it is important to be diligent in your vendor selection. We’ve compiled a list of the top five key factors that any immigration case management vendor should be able to address thoroughly. Be sure to ask your potential case management vendors how they handle the following key factors.

Collecting Data

Practitioners must often collect a wide variety of information, including a well-designed immigration case management system that will enable your foreign nationals, or your employer-clients, to log in to the system and enter data. Collected data can be used to help initiate and process cases, and even directly populate the immigration forms. Not only will this reduce data entry time, but it will also increase accuracy and enable foreign nationals to complete intake questionnaires when it’s most convenient for them.

Accuracy, Reliability, and Compliance

Immigration petitions and applications require a high level of accuracy and attention to detail. Busy practitioners must also keep up-to-date with the latest form revisions.  Look for an immigration case management solution that examines new form requirements and provides tools and communication to meet said requirements.

Workflows and Standardization

Most immigration cases consist of a series of defined steps and tasks, which must be performed in a sequential and efficient manner. A best-in-class immigration case management solution can synthesize these various steps into predefined, customizable workflows that are tailored to the specific case at hand. Workflows promote standardization and accountability by letting your organization know exactly which tasks require attention.

Reporting and Oversight

You need to stay on top of pending cases while monitoring the various deadlines that could impact a client. An exceptional immigration case management solution can automate this entire process through detailed reports and dashboards that notify you well in advance of upcoming expirations and important milestones. Experts recommend systems that allow you to design your own reports, search filter settings, and control access to the information.

Decreased Costs and Increased Return on Investment

It’s important to consider the true costs of your current processes. For instance, the cost of workflow inefficiencies, reduced new case throughput, and intangible costs like reputation and client satisfaction.

When evaluating a new system, immigration practitioners should be able to easily calculate ROI achieved through optimized staff productivity and case management software performance capabilities. Robust use of a best-in-class immigration case management solution can produce tangible results such as a 50% increase in cases processed.

To learn more or to speak to an Immigration case management specialist, visit

About LawLogix Edge

Edge cloud-based immigration software is an all-in-one, comprehensive immigration case management solution, designed to run your business successfully. Trusted by the industry’s most respected and leading immigration professionals, Edge software enables organizations to reach their full potential by enabling seamless processes and workflows, creating visibility and accountability, and generating efficiencies and profitability across the organization. Use immigration software to overcome the challenges presented with client intake, document storage, and much more!

In Edge, you can create and submit cases, communicate with clients and even bill for services.  Best of all, it’s all online, in the cloud, secure and accessible from anywhere. Unlike other case management providers, Edge makes your business successful by providing you with the resources you need when you need them.

Sponsored by: Lawlogix

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