1. Cover

2. Introduction

This video provides a complete guide to the PERM filing process in ImmiBox.

3. PERM Filing Options Overview

4. Workflow Automation Benefits

5. Creating PERM Case Steps

6. PERM Case Search Features

7. New Case Creation Details

8. Adding Petitioner Beneficiary

If they are not listed in the system, you may add them by following the adding clients guide. At the bottom of the case creation, you will see two key options. Upload filed or certified document means upload the PWD document that has been filed or certified. Link existing PWD means PWD existing in ImmiBox can be linked to this PERM filing.

9. Uploading Filed PWD Document

10. Data Extraction From PWD

11. Job Description Review Checkbox

12. Manual Data Entry Option

13. Submitting PERM Case

14. Automatic Stage Marking

15. Beneficiary Questionnaire Access

16. Editing Questionnaire Flexibility

17. Role-Based Workflow Management

Role-based workflow management is a core ImmiBox feature. This process can be configured by referring to the Workflow Management Documentation.

18. Assigning Paralegal Role

19. Paralegal Assignment Process

20. Legal Verification Accountability

21. Compliance Stage Initiation

Once the paralegal is assigned, the case moves to the compliance stage. All recruitment records must be properly maintained.

22. Assigning Documentation Manager

To manage this process, documentation manager must be assigned. The documentation manager is assigned as per the current workflow, which can be updated by editing the workflow.

23. Documentation Manager Assignment

24. Job Description Review Activation

25. Requesting Internal Job Review

26. Documentation Manager Review

27. Petitioner Job Description Approval

28. Review History And Accountability

29. Job Description Approval Completion

After Job description approval, the workflow proceeds to the advertisement stage.

30. Advertisement Stage Start

31. Updating Advertisement Evidence

32. Editing Advertisement Details

33. PERM Questionnaire Review Importance

34. Finalizing PERM Questionnaire

35. Transition To Draft Preparation

After finalization, Immiox automatically transitions the case into draft preparation mode. To prepare the PERM draft for filing, navigate to Actions and click on Prepare PERM Draft.

36. PERM Draft Preparation Options

37. E-Filing Desktop Application

After submission, a pop-up will prompt you to download the ImmiBox desktop application. Once installed, the case can be filed directly through the application.

38. E-Filing Guide Reference

39. Offline Filing Data Entry

40. PERM Draft Review Process

41. Petitioner Review Questions

42. Law Firm Review Responsibilities

43. Approval Notification Process

44. PERM Application Filing Ready

45. Filing Verification Steps

46. Uploading Filing Acknowledgement

After successful filing, select Upload PERM. Acknowledgement under Actions. Store the acknowledgement within the case. This allows receipt details to be recorded and DOL processing updates to be tracked.

47. Record Keeping And Status Updates

48. Updating DOL Response Status

49. Linking Existing PWD Process

50. PWD Data Integration Benefits

51. ImmiBox Automation Features

Throughout the process, ImmiBox delivers automation, structured workflows, secure record management, compliance tracking, role-based accountability, and real-time status updates, improving efficiency, accuracy, and transparency for law firm operations.

52. Video Closing Thanks

53. Ending