Creating and Managing I-140 Cases in ImmiBox
Overview
WelcomeThis video demonstrates the complete process of creating and managing I-140 immigration cases using ImmiBox. It covers case setup, document uploads, reviews, and tracking through USCIS submission and status updates.
1. Cover
2. Create New Case Start
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3. Enter Case Details
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4. Select Premium Processing
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5. I-140 Case PERM Requirement
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6. PERM Document Certification
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7. Upload PERM Document Details
Once the PERM document is uploaded, ImmiBox will automatically attempt to populate key details, including the job title, hours per week, wage rate, pay frequency, and work location.
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8. Review And Confirm Case Info
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9. Submit Case Creation
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10. Case Status Overview
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11. Customize Workflow Option
If changes are ever required, the workflow can be customized using the Workflow Management Documentation.
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12. Navigate To Beneficiary Info
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13. Questionnaire Completion Responsibility
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14. Access Questionnaire Link
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15. Open I-140 Form
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16. Enter Questionnaire Details
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17. Assign Attorney Step
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18. Select Attorney And Assign
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19. Forms And Letters Preparation
Once the attorney has been assigned, the case automatically moves forward to the Forms and Letters section. Here, ImmiBox uses the information already collected in the case to begin preparing official forms and supporting documents.
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20. Legal Team Review Process
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21. Generate Forms And Letters
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22. I-140 Additional Questionnaire
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23. Legal Team Completes Fields
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24. Generate Forms Dialog Options
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25. Forms Ready For Review
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26. Paralegal Review Process
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27. Send Documents For Signature
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28. Send For Petitioner Signature
ImmiBox supports this step by allowing documents to be shared directly from the case. To send the documents, go to the Actions tab and select Send for Petitioner Signature.
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29. Select Documents And Template
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30. Notify Petitioner Option
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31. Send Copy Configuration
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32. Copy Sharing Options
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33. Enter Email And Submit
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34. Signed Documents Storage
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35. Upload Physical Signed Copies
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36. Law Firm Feature Documents
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37. Supervisor Review Step
The next step in the workflow is supervisor review. From the Actions tab, select supervisor review. In the comments section.
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38. Add Supervisor Review Notes
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39. Complete Supervisor Review
The supervisor review is now complete.
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40. Download All Documents
Next, navigate to All Documents from the left-hand panel. Then click on Download All option visible on the right-hand side. Here you can select the documents that need to be downloaded.
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41. Document Selection And Download
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42. Attorney Review And Filing
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43. Filed Documents Management
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44. USCIS Submission Stage
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45. Submit To USCIS
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46. Update Courier Tracking
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47. Notify Petitioner Tracking
If you want to notify the petitioner, enable the Notify option, and then click Submit. The ImmiBox records the tracking information directly within the case.
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48. View Updated Tracking Details
Then, Navigate to Case Update from the left-hand panel. Click Case Update to view the updated tracking details.
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49. Track Case Progress
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50. Update Receipt Information
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51. Enter Receipt Number
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52. Receipt Details Display
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53. Update USCIS Case Status
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54. Case Status Tracking
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55. Video Closing Remarks
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