In this video, we'll walk through the different ways to add a beneficiary, step by step. There are two main ways to register or add a beneficiary under a petitioner.

Let's begin with the first one, first way.

While creating a new case, when the new case dialog box opens, enter the petitioner or client details. Then move to the beneficiary tab.

Here, click add beneficiary.

The add beneficiary dialog box appears, enter the beneficiary's first and last name.

At the bottom, you'll see two options. Create login for beneficiary.

This option gives the beneficiary access to the portal. To enable this, enter the beneficiary's email address and phone number.

Or select continue without login. In this case, only the first and last name are required.

Click Submit to add the beneficiary.

Second way, from the dashboard, navigate to the beneficiaries option.

The beneficiary list opens on the right-hand side. Click Add Beneficiary, enter the required details, and click Submit.

On Beneficiary Details page, you can view a complete list of all beneficiaries along with their key information such as Name, Petitioner, Email ID, Total Cases, Active Cases, and their current Status, which can be Active, Inactive, or Deleted.

In the same view, under the Actions column, you can manage each beneficiary using multiple options.

You can click Edit to update beneficiary information, or select Details to access the full beneficiary profile page.

To create a new case, click on New Case, which opens a dialog box for case creation.

If required, you can use Set Password to set or reset the beneficiary’s login credentials.

Additionally, you have the option to Convert as Client, which converts the beneficiary into a client.

You can also mark a beneficiary as Inactive to restrict access, or choose Delete to remove the beneficiary from the system.

At the top of the page, you will find a Search Bar, which allows you to quickly locate beneficiaries by entering their Name, Email, or Phone number.

Next to it, you will see the Select Petitioner search box, where you can choose a petitioner from the dropdown to refine your results.

On the right-hand side, there is a Filter option, which can be used to apply additional filters and narrow down the beneficiary list based on specific criteria.

You will also find an Import option, which allows you to upload beneficiary details in bulk.

To import beneficiaries, click on the Import button, after which the Upload Files dialog box will appear.

Within this dialog, you will see a “Download Sample Excel – Click Here” option.

Click on it to download the sample file and understand the required format.

Once you have prepared your file accordingly, upload it and click Submit.

After submission, all the newly added beneficiary details will be displayed in the list.

Now, let's talk about individuals.

In some case types, a petitioner is not required, such as H-4, citizenship,

extension of stay, work authorization, and others.

In these cases, only the law firm and the beneficiary are involved. These beneficiaries are added as individuals.

There are four ways to add an individual.

First, from the login page. Click Register as a Customer below the Login button.

A registration form opens. At the bottom of the form, select Individual.

Enter the first name, last name, phone number, and email address. Then click Register.

The individual receives an email to set their password.

In addition to registering from the login page, you can invite an individual in three other ways.

Second, from the dashboard, click Create and select New Individual. The Invite Individual dialog box appears. Fill in the details and click Submit.

Third, navigate to Clients from the left-hand. Click on Individuals on the right hand side. Click Invite Individual. The Invite Individual dialog box opens, fill in the form, and click Submit.

Fourth, while creating a new case, click Add Beneficiary, enter the details, and click Submit.

On the Individuals page, you will see a list of all added individuals along with their key information, including Name, Email ID, Total Cases, Active Cases, and their current Status.

Under the Actions tab for each individual, you will find several options to manage their details. Click on Details to navigate to the specific individual’s detailed profile page. Use Set Password to reset the individual’s password. You can select Inactive to mark the individual as inactive, or choose Delete to remove the individual from the system.

At the top of the page, there is a Search box that allows you to quickly find individuals by entering their Name, Email, or Phone number. On the right-hand side, you will find a Filter option, which can be used to refine your search results using additional filtering criteria.

And that's how easy it is to add beneficiaries and individuals.

ImmiBox keeps both beneficiary and individual information securely stored in one central location, making it easy to reuse across cases, reducing manual effort, and ensuring consistency throughout the process.