Let's see how easy it is to add a petitioner. There are four ways to do it, depending on your workflow.

First, from the login page, click Register as a user below the Login button. Then a registration form will open. Enter the client's company name, first and last name, phone number, and email. Select Corporate and click Register.

After registration, the petitioner will receive an email to set their password. At the same time, the law firm will receive a notification on the dashboard to approve the petition.

Under Actions, law firm user sees a new petitioner registration request. You can approve, hold, or reject the request.

Once approved, the petitioner details page opens. On the right-hand side, click Edit. The Edit Company Details section opens. Fill in all required details, upload the relevant documents, and click Update.

These details can be completed either by the law firm or directly by the petitioner. ImmiBox keeps all company information securely stored and centrally available.

This ensures accurate data is reused across cases, forms, and document generation, helping reduce manual entry, avoid errors, and keep filings consistent throughout the process.

In addition to registering from the login page, you can invite a petitioner in three other ways. No matter which method you choose, the approval process and company details remain the same.

Let's continue and see Second method.

From the dashboard, click Create and select New Corporate.

The Invite Client box appears. Fill in the details. At the bottom, choose Assign Branch to assign the branch to the petitioners, Or let the customer choose - means, the petitioner can select the branch. Then click Submit.

Third method is navigate to Clients from the left-hand panel, click on Corporations option, open the Invite Client box, fill in the form, and Submit.

Let's continue. Second, from the dashboard, click Create and select New Corporate.

Fourth method i while creating a new case, if the petitioner isn't added yet, click Invite Petitioner, enter the details, and click Submit.

View the newly added petitioner. Go to Clients, click on Corporate, and you'll see the new petitioner listed along with all previously added petitioners.

On the Clients Details page, you will see a list of all added clients along with their key information, including Name, Email ID, Branch, Client ID, Status, and Created On.

Under the Actions tab for each client, you will find several options to manage their details. Click on Edit to update client information. Use Set Password to reset the client’s password. Select Details to navigate to the specific client’s detailed profile page. The Resend Activation Link option allows you to resend the activation email to the client. You can also choose Delete to remove the client from the system.

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

Adding petitioners in ImmiBox is simple, secure, and fully integrated, keeping your case management fast, organized, and efficient.