This structured workflow guides each stage while allowing collaboration between law firms, petitioners, and beneficiaries.

Before going through the procedure, it's important to note that H-1B visa cases can take different forms, such as a new petition, an amendment, or an extension. Regardless of the type, they all generally follow a similar workflow.

The workflow is structured but flexible. It can be modified according to your law firm's preferences.

To learn how to adjust the workflow, please refer to the Workflow Management Documentation.

Using this, law firms can maintain efficiency, compliance, and transparency while adapting the process to meet each client's specific needs. To create an H-1B amendment case,

Click on Create, then select New Case. In the New Case dialog box, select Case Type as H-1B and Case Subtype as Amendment. Below, you will see a Premium Processing checkbox. If you want the case to be premium, select the checkbox. Next, add the petitioner and beneficiary. If they are not listed, add them using the Adding Petitioner and Beneficiary Guide. Once completed, click Submit.

Then you will be redirected to the Case Details page. An H-1B amendment requires a valid LCA, and properly linking or creating the LCA ensures compliance before the petition is filed.

On the Case Details page, ImmiBox provides flexible LCA management. Go to Actions and select Link with LCA. Then in the dialog box, you will see two options. Link Existing LCA means linking an LCA already stored in the system. New LCA means either uploading a certified LCA or creating a new one within the system. This prevents duplicate records and centralizes LCA documentation. It also ensures the amendment petition is directly connected to the correct certified LCA for audit readiness.

The LCA step can be completed by the petitioner or the law firm.

If you need to update the LCA status, select Update LCA Status, choose the status, add comments, upload documents, and click Submit.

To change the LCA entirely, go to Actions, select Change LCA, then either link to an existing LCA or create a new one. Fill out the form carefully and click Submit.

Once the LCA step is completed, the workflow advances automatically. Beneficiary information is critical in amendment cases, especially when changes involve job location, duties, or compensation.

Emmy box. Initiates a structured questionnaire process to collect updated information in a guided format.

Under the Beneficiary section, access the Beneficiary Questionnaire, or you can go to Actions, select a questionnaire.

Questionnaire Form section will appear on the screen. Fill out the details carefully and click Submit. This questionnaire can be filled out directly by the petitioner or law firm.

The system organizes responses in a standardized format, reducing inconsistencies and minimizing follow-up clarification.

Once submitted, the workflow automatically progresses to the next stage.

Before legal review, Begins the petitioner or Law, Firm should verify. That all information is accurate and complete.

From the Actions menu, select Submit to Law Firm. Add comments and click Submit. ImmiBox logs this review into the case history, creating a documented checkpoint and ensuring transparency and accountability.

Legal oversight is essential in amendment filings to confirm that the material change qualifies for amendment and that all regulatory requirements are satisfied.

From the Actions menu, select Assign Attorney.

Choose the responsible attorney, add comments, and click Submit. Assigning an attorney establishes responsibility. ImmiBox logs this assignment and ensures workflow ownership.

You can also assign paralegals, supervisors, or other team members according to the default workflow or your workflow.

As per the default workflow, before generating forms, the case undergoes final internal verification. From Actions, select Complete Review.

Enter review notes and click Submit. This creates a structured approval checkpoint, ImmiBox, records review activity, creating an internal audit trail to support compliance and quality control.

At this stage, you can also change the case subtype if necessary. From Actions, select Change Case Subtype.

Choose the new subtype in the dialog box. Select Users to Notify and click Update.

You can also access the LCA from the left panel to edit any details. Click Edit, make changes, and click Update.

Next, click Forms and Letters on the left-hand side.

In the Generate Forms and Letters dialog, select Courier Type, select Service Center, or choose Exclude. Select the required forms and letters. Click Generate.

The system prepares documents for review, significantly reducing manual, entry improving, accuracy, and ensuring consistency.

After document generation, the case moves to signature collection. From Actions, select Send for Petitioner Signature. Choose Documents requiring Signature.

Next, select a content template. ImmiBox allows you to manage customized communication templates for consistent and professional messaging.

You may enable the notify option to send an email alert to the petitioner.

If you want to send the documents directly by email, select send documents by email. There is also a send a copy to option. When enabled, you can choose to apply to all cases, which means the selected recipient will receive signature emails for all future cases.

Apply to this petitioner. Means the recipient will receive signature emails only for the current case.

After reviewing your selections, click Submit. The petitioner receives the documents electronically.

After signing, the petitioner can scan the signed copies and upload them under Scanned and Signed Documents, or use Upload Signed Documents from the Actions menu.

If physical copies are received, you can upload them manually. To upload the documents, go to Actions and select Upload Signed Documents. A dialog box will appear.

Choose whether the document is from the petitioner or the law firm. In the Upload section, select the document, then choose the appropriate category, such as Forms, Support Letter, Itinerary, LCA, or others, and click Submit.

Alternatively, you can navigate to the Scanned and Signed Documents section and click Upload under the Petitioner section to upload the scanned and signed documents.

ImmiBox also provides a Law Firm Document Feature Upload section for internal documents that remain visible only to firm staff and are not shared with clients. This ensures secure separation between client facing and internal documentation.

After all, signatures are collected and reviews are completed. The case is ready for final preparation.

Navigate to All Documents from the left panel and click on the Download option. Select individual documents or use Select All.

Click Download All to generate the organized filing set. When you navigate to the left panel, you will see the Filed Documents tab. Click on it to open the Filed Documents section.

Here, you can upload filed documents by selecting the upload option. The file document section serves as a central hub for storing, managing, and sharing all case-related documents in one place, making filing and review much more efficient.

After downloading all the documents, the attorney performs final review and signs the document where required. The case is now ready for submission.

ImmiBox supports both electronic and manual filing, depending on the firm's preference.

For e-file, from Actions, select e-file.

A dialog box will appear and prompt you to download the ImmiBox desktop application. Then complete electronic filing directly through the application.

This integration allows firms to manage preparation and submission within a connected workflow, reducing the need to re-enter information across platforms. For detailed e-filing process, you can refer to the separate ImmiBox e-filing guide.

For manual filing, from Actions, select Submit to USCIS.

Add case notes and click Submit. This step records that the case has officially moved to the filing stage, maintaining workflow accuracy within the system.

After mailing the petition, tracking information should be recorded. From the Actions menu, select Update Tracking Details. Enter the Courier Tracking Number and any related details.

You may enable the Notify option if you would like the petitioner to receive an update. After submission, the tracking information is recorded in the Case Update section. The system will track the case and keep it updated.

Once USCIS receives the filing and issues a receipt of notice, the receipt details must be recorded. From the Actions menu, select Update Receipt Number.

Now upload the receipt notice, enter the details, and click Submit.

Alternatively, navigate to the dashboard and open the Tools section. Using this feature, you can upload multiple USCIS notices at once.

The system will automatically extract information from each notice, and assign it to the corresponding case.

For more details, please refer to the Tools Functionality Help Guide.

The receipt information is then visible. In the case update section keeping all case, Milestones centralized.

The ImmiBox portal will track the case and keep updating the tracking. As the case progresses,

Any updates from USCIS are recorded within ImmiBox. You can also do it manually.

From the Actions menu, select Update USCIS Status. Choose the appropriate case status, such as Case Approved, RFE Received, Case Denied, or Case Withdrawn. Upload supporting documents as the case progresses, and the system will automatically populate the related fields.

If the data is not extracted, enter the information manually and click Submit.

The updated status is reflected in the Case Update section on the left panel. This ensures the firm has a complete history of the case lifecycle, from intake to final decision.

Let's see case 2, linking an existing LCA.

If you want to link an existing LCA to an H1B case Emmy box, provides a dedicated feature to connect an LCA to a case that is being created or has already been created.

To link an existing LCA to an H-1B case, go to the case details page. From actions, click Link with LCA.

Then, in the search box, enter the existing LCA ID, client name, number, location, job title, or SOC code. The system will search and display matching LCA records. Select and click Link with Case.

After linking to the LCA follow, the same steps shown earlier and complete. All required information, including the beneficiary questionnaire. And other case details.

Throughout the entire process, ImmiBox continues to track each stage, and every action is recorded, organized, and accessible in one centralized system.

This structured yet flexible workflow allows firms to maintain efficiency, compliance, and transparency.

Thank you for watching.