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

Create New Case Start * click the image to view enlarged

3. Enter Case Details

Enter Case Details * click the image to view enlarged

4. Select Premium Processing

Select Premium Processing * click the image to view enlarged

5. I-140 Case PERM Requirement

I-140 Case PERM Requirement * click the image to view enlarged

6. PERM Document Certification

PERM Document Certification * click the image to view enlarged

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.

Upload PERM Document Details * click the image to view enlarged

8. Review And Confirm Case Info

Review And Confirm Case Info * click the image to view enlarged

9. Submit Case Creation

Submit Case Creation * click the image to view enlarged

10. Case Status Overview

Case Status Overview * click the image to view enlarged

11. Customize Workflow Option

If changes are ever required, the workflow can be customized using the Workflow Management Documentation.

Customize Workflow Option * click the image to view enlarged

12. Navigate To Beneficiary Info

Navigate To Beneficiary Info * click the image to view enlarged

13. Questionnaire Completion Responsibility

Questionnaire Completion Responsibility * click the image to view enlarged

14. Access Questionnaire Link

Access Questionnaire Link * click the image to view enlarged

15. Open I-140 Form

Open I-140 Form * click the image to view enlarged

16. Enter Questionnaire Details

Enter Questionnaire Details * click the image to view enlarged

17. Assign Attorney Step

Assign Attorney Step * click the image to view enlarged

18. Select Attorney And Assign

Select Attorney And Assign * click the image to view enlarged

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.

Forms And Letters Preparation * click the image to view enlarged

20. Legal Team Review Process

Legal Team Review Process * click the image to view enlarged

21. Generate Forms And Letters

Generate Forms And Letters * click the image to view enlarged

22. I-140 Additional Questionnaire

I-140 Additional Questionnaire * click the image to view enlarged

23. Legal Team Completes Fields

Legal Team Completes Fields * click the image to view enlarged

24. Generate Forms Dialog Options

Generate Forms Dialog Options * click the image to view enlarged

25. Forms Ready For Review

Forms Ready For Review * click the image to view enlarged

26. Paralegal Review Process

Paralegal Review Process * click the image to view enlarged

27. Send Documents For Signature

Send Documents For Signature * click the image to view enlarged

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.

Send For Petitioner Signature * click the image to view enlarged

29. Select Documents And Template

Select Documents And Template * click the image to view enlarged

30. Notify Petitioner Option

Notify Petitioner Option * click the image to view enlarged

31. Send Copy Configuration

Send Copy Configuration * click the image to view enlarged

32. Copy Sharing Options

Copy Sharing Options * click the image to view enlarged

33. Enter Email And Submit

Enter Email And Submit * click the image to view enlarged

34. Signed Documents Storage

Signed Documents Storage * click the image to view enlarged

35. Upload Physical Signed Copies

Upload Physical Signed Copies * click the image to view enlarged

36. Law Firm Feature Documents

Law Firm Feature Documents * click the image to view enlarged

37. Supervisor Review Step

The next step in the workflow is supervisor review. From the Actions tab, select supervisor review. In the comments section.

Supervisor Review Step * click the image to view enlarged

38. Add Supervisor Review Notes

Add Supervisor Review Notes * click the image to view enlarged

39. Complete Supervisor Review

The supervisor review is now complete.

Complete Supervisor Review * click the image to view enlarged

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.

Download All Documents * click the image to view enlarged

41. Document Selection And Download

Document Selection And Download * click the image to view enlarged

42. Attorney Review And Filing

Attorney Review And Filing * click the image to view enlarged

43. Filed Documents Management

Filed Documents Management * click the image to view enlarged

44. USCIS Submission Stage

USCIS Submission Stage * click the image to view enlarged

45. Submit To USCIS

Submit To USCIS * click the image to view enlarged

46. Update Courier Tracking

Update Courier Tracking * click the image to view enlarged

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.

Notify Petitioner Tracking * click the image to view enlarged

48. View Updated Tracking Details

Then, Navigate to Case Update from the left-hand panel. Click Case Update to view the updated tracking details.

View Updated Tracking Details * click the image to view enlarged

49. Track Case Progress

Track Case Progress * click the image to view enlarged

50. Update Receipt Information

Update Receipt Information * click the image to view enlarged

51. Enter Receipt Number

Enter Receipt Number * click the image to view enlarged

52. Receipt Details Display

Receipt Details Display * click the image to view enlarged

53. Update USCIS Case Status

Update USCIS Case Status * click the image to view enlarged

54. Case Status Tracking

Case Status Tracking * click the image to view enlarged

55. Video Closing Remarks

Video Closing Remarks * click the image to view enlarged

56. Ending