Immigration Case Management Template

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Ensure nothing is missed in your immigration law practice with the Immigration Case Management template. This template uses Priority Matrix to help you prioritize and manage all paperwork and filings, ensuring all deadlines are met.

Whether it's client intake, petition filing, or preparing for hearings, this template provides a step-by-step guide to keep your practice organized and efficient. Stay on top of your tasks and deliver the best results for your clients.

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Immigration Case Management for Priority Matrix

Immigration Case Management in Priority Matrix

Manage immigration cases efficiently with streamlined paperwork and deadlines.

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Proposed Tasks

Crucial & Urgent

  • Client Intake Forms Due in 1 Day
    ☐ Collect client information ☐ Complete intake form ☐ Submit intake form
  • Prepare for Client Meeting in 1 Week
    ☐ Review case details ☐ Prepare meeting agenda ☐ Set meeting date and time
  • Respond to RFE Due in 3 Weeks
    ☐ Prepare response ☐ Review response ☐ Submit response

Crucial & Not Urgent

  • File Petition Due in 2 Weeks
    ☐ Prepare petition ☐ Review petition ☐ Submit petition
  • Prepare for Hearing in 1 Month
    ☐ Prepare client ☐ Prepare documents ☐ Confirm hearing date and time

Not Crucial & Urgent

  • Track Case Status Daily
    ☐ Check case status ☐ Update client
  • Update Case Files Weekly
    ☐ Review case progress ☐ Update case files

Not Crucial & Not Urgent

  • Review New Immigration Laws Monthly
    ☐ Check for new immigration laws ☐ Update case strategies
  • Continuing Legal Education Due in 6 Months
    ☐ Identify relevant courses ☐ Complete courses
  • Renew Professional Liability Insurance Due in 1 Year
    ☐ Review insurance policy ☐ Renew insurance