Start every case with the right forms, workflow steps and document checklist already in place. Pick from over 140 predefined case types, or build your firm's own.
Each case type adds its forms automatically, ready to autofill from the client's profile.
Case flow items map your process, from intake review and document collection to attorney review and filing.
Checklists list what you need from the client and from staff, and clients can upload straight to them in the portal.
Admins can create custom case types, or start from a predefined one and adjust it.
Go to the client's contact and click New Case.
Choose the library and one of 140+ predefined case types, or your own.
Forms, workflow steps and the checklist are added automatically.
Send Smart Interviews, collect documents and track progress on the board.
Autofill USCIS, EOIR, DOL and DOS forms from client profiles.
Filter, group and save views of every case.
Adaptive intake questionnaires that import into your forms.
Indexed, paginated filing packages in minutes.
Book a demo and see how Case Templates fits your immigration practice.