Welcome. In this tutorial, we'll walk through how to manage an I-485 case in ImmiBox, step by step. There are two potential bases for filing Form I-485.

One based on Form I-140, employment-based. Other based on Form I-130, family-based.

Let's begin with Case 1, I-485 filing, based on Form I-130. Click on Create, then select New Case.

In the case type, choose Family-based and select Case Subtype as Adjustment of Status, I-485.

Select the Petitioner and Beneficiary. If they have not yet been added to the system, you can easily add them by following our Adding Petitioner and Beneficiary Guide before proceeding with the case creation.

Select the branch. Once all details are entered, click Submit.

You will be redirected to the Case Details page. On the right-hand side of the screen, you will see the Status section. This section provides a clear view of where the case is in the process and outlines the next steps, one stage at a time.

If changes are ever required, the workflow can be customized using the Workflow Management Documentation.

Under Beneficiary Info, you will see the questionnaire link or go to actions and click edit questionnaire.

Complete the form carefully and click submit. Once the beneficiary form is completed, the workflow moves to the petitioner review stage. At this stage, the questionnaire can be reviewed and completed by the petitioner. Alternatively, the law firm may complete this stage directly within the system. Go to Actions, select Submit to Law Firm.

In the dialog box, add important case-related comments, then click Submit. ImmiBox provides a Change I-130 option.

From the Action menu, select Change I-130, select the case, upload the relevant documents, add related comments, and submit.

This option allows the law firm or petitioner to update the linked i-130 case and attach supporting documents within Emmy box without affecting the official USCIS petition.

The case is now ready to move into document preparation and form generation. This stage focuses on transforming collected data into properly formatted USCIS forms and firm-generated letters.

Before generating forms and letters, the case must be assigned to an attorney. From the Actions menu, select Assign Attorney. Choose the appropriate user, add comments, and submit.

Assigning, the attorney ensures accountability and clearly identifies who is responsible for final legal review before filing.

Once the attorney is assigned, the next step is generating forms and supporting letters. You can do this in two ways. From the Actions menu, select Generate Forms and Letters or navigate to the Forms and Letters section and click Generate.

At this stage, ImmiBox automatically uses the data collected in the questionnaires to populate USCIS forms. Cover letters supporting firm templates.

You can select courier type, service center, or click exclude. Specific forms and letters to include. Then click generate.

This automation significantly reduces manual data entry, improves accuracy, and ensures consistency across all filings. Before finalizing documents, the next default workflow step is paralegal review.

ImmiBox follows a role-based workflow allowing you to assign a paralegal and track their actions within the case. You can either assign a paralegal first or directly complete the review process. To complete the review,

Go to Actions, select Paralegal Review. Add review notes and click Submit.

All actions are recorded in the Status section, ensuring clear tracking and visibility for the team.

Once internal reviews are complete, the case moves to the signature stage. This process ensures that required forms are properly executed before submission.

From the Actions menu, select Send for Petitioner Signature. Choose the 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 apply to all cases. The selected recipient will receive signature emails for all future cases.

Apply to this Petitioner. The recipient will receive signature emails only for the current case.

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

After signing, the petitioner can scan the signed copies and upload them under Scanned and Signed Documents.

If physical copies are received, you can upload them manually under the same section. ImmiBox also provides a law firm feature documents area 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.

The workflow then advances automatically to the next level of review.

Next from the actions menu, select supervisor review and enter any additional notes and click submit.

This layered review system creates a documented audit trail and ensures multiple levels of quality assurance before filing.

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 Download. Here, you can select individual documents or use Select All to download the complete filing package. Click Download All to generate the organized filing set. The attorney performs final review and signs where required.

The case is now ready for submission to USCIS. Now that the case has been reviewed, signed, and finalized, it moves into the submission stage.

Select Submit to USCIS from the Actions menu. Add any relevant case notes in the Comments section and click Submit.

This step records that the case has officially moved to the filing stage, maintaining workflow accuracy within the system.

After sending the documents via courier, the tracking details must be updated in ImmiBox. From the Actions menu, select Update Tracking Details and enter the tracking information. If you want to notify the petitioner, enable the Notify option and then click Submit.

ImmiBox records the tracking information directly within the case. Next, navigate to Case Update from the left-hand panel. Click Case Update to view the updated tracking details.

From here, Emmy box allows you to track the case as it moves forward.

Once USCIS receives the case, the receipt information must be updated.

From the Actions menu, select Update Receipt Number. Enter the required details, upload the receipt, and click Submit. Or you can upload the receipt.

On the dashboard, you will find a tool 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 tool's functionality help guide.

This information is updated in the Case Update section. ImmiBox displays the receipt details here, along with the uploaded receipt document. To record the final USCIS response,

Go to the Actions menu and select Update USCIS Status. Choose the appropriate case status, such as Approved, RFE Received, Denied, or Withdrawn. Fill in the required details, upload the relevant document, add comments if needed, and click Submit.

On the left hand side under the case update section, the case status is updated. ImmiBox continues to track the case and keeps all updates organized in one place.

Let's see case 2. I.485, filing based on form I-140.

Select Case Type as GC Employment. Select Case Subtype as Adjustment of Status.

Select the Beneficiary.

If the beneficiary has not been added, then refer to the Adding Beneficiary Guide.

Select the Branch. Then in the Upload section, click and upload the I-140 case document.

Once all details are entered, click Submit. You will be redirected to the Case Details page.

Please note that uploading the I-140 document is mandatory during the new case creation stage. The system will not allow you to proceed further without this document.

Follow the same steps as shown earlier and complete. All required information, including the beneficiary questionnaire and case details.

If needed, you may upgrade the case to Premium Processing at any time during the workflow. To do this, go to Actions, select Upgrade Premium Processing, upload the required document, in the dialog box, add comments, and click Submit.

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.