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.

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 see Second method. From the dashboard, click Create and select New Corporate Client.

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.

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

The fourth method is, 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 Client Details page, you can view and manage all client records.

Under the Actions menu, you can edit client information, reset passwords, view client details, resend activation links, or delete clients.

Use the Search box to quickly locate clients or apply additional criteria using the Filter option.

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