Managing I-485 Cases Efficiently in ImmiBox

Overview

Welcome! This video demonstrates how to manage I-485 cases in ImmiBox, covering both family-based and employment-based filings. It guides you through the entire process from case creation to final submission and tracking.

1. Cover

2. I-485 Case Introduction

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.

I-485 Case Introduction * click the image to view enlarged

3. Filing Bases Overview

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

Filing Bases Overview * click the image to view enlarged

4. Starting Family-Based Case

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

Starting Family-Based Case * click the image to view enlarged

5. Selecting Case Type And Subtype

Selecting Case Type And Subtype * click the image to view enlarged

6. Adding Petitioner And Beneficiary

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.

Adding Petitioner And Beneficiary * click the image to view enlarged

7. Entering Branch And Submitting

Entering Branch And Submitting * click the image to view enlarged

8. Case Details And Status View

Case Details And Status View * click the image to view enlarged

9. Customizing Workflow

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

Customizing Workflow * click the image to view enlarged

10. Accessing Beneficiary Questionnaire

Accessing Beneficiary Questionnaire * click the image to view enlarged

11. Completing Beneficiary Form

Completing Beneficiary Form * click the image to view enlarged

12. Submitting To Law Firm

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

Submitting To Law Firm * click the image to view enlarged

13. Using Change I-130 Option

Using Change I-130 Option * click the image to view enlarged

14. Updating Linked I-130 Case

Updating Linked I-130 Case * click the image to view enlarged

15. Document Preparation Stage

Document Preparation Stage * click the image to view enlarged

16. Assigning Attorney To Case

Assigning Attorney To Case * click the image to view enlarged

17. Attorney Accountability Importance

Attorney Accountability Importance * click the image to view enlarged

18. Generating Forms And Letters

Generating Forms And Letters * click the image to view enlarged

19. Automatic Form Population

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

Automatic Form Population * click the image to view enlarged

20. Selecting Forms And Options

Selecting Forms And Options * click the image to view enlarged

21. Automation Benefits And Paralegal Review

Automation Benefits And Paralegal Review * click the image to view enlarged

22. Assigning Or Completing Paralegal Review

Assigning Or Completing Paralegal Review * click the image to view enlarged

23. Submitting Paralegal Review Notes

Submitting Paralegal Review Notes * click the image to view enlarged

24. Tracking Review Actions

Tracking Review Actions * click the image to view enlarged

25. Moving To Signature Stage

Moving To Signature Stage * click the image to view enlarged

26. Sending For Petitioner Signature

Sending For Petitioner Signature * click the image to view enlarged

27. Managing Communication Templates

Managing Communication Templates * click the image to view enlarged

28. Email Signature Options

Email Signature Options * click the image to view enlarged

29. Signature Email Recipients

Signature Email Recipients * click the image to view enlarged

30. Submitting Signature Request

Submitting Signature Request * click the image to view enlarged

31. Uploading Signed Documents

Uploading Signed Documents * click the image to view enlarged

32. Internal Document Security

Internal Document Security * click the image to view enlarged

33. Advancing To Next Review Level

Advancing To Next Review Level * click the image to view enlarged

34. Supervisor Review Process

Supervisor Review Process * click the image to view enlarged

35. Quality Assurance Layers

Quality Assurance Layers * click the image to view enlarged

36. Final Preparation And Download

Final Preparation And Download * click the image to view enlarged

37. Ready For USCIS Submission

Ready For USCIS Submission * click the image to view enlarged

38. Submitting Case To USCIS

Submitting Case To USCIS * click the image to view enlarged

39. Recording Filing Stage

Recording Filing Stage * click the image to view enlarged

40. Updating Courier Tracking

Updating Courier Tracking * click the image to view enlarged

41. Viewing Tracking Details

Viewing Tracking Details * click the image to view enlarged

42. Tracking Case Progress

Tracking Case Progress * click the image to view enlarged

43. Updating Receipt Information

Updating Receipt Information * click the image to view enlarged

44. Uploading Receipt Documents

Uploading Receipt Documents * click the image to view enlarged

45. Uploading Multiple USCIS Notices

Uploading Multiple USCIS Notices * click the image to view enlarged

46. Receipt Details Display

Receipt Details Display * click the image to view enlarged

47. Updating USCIS Case Status

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.

Updating USCIS Case Status * click the image to view enlarged

48. Case Status Tracking

Case Status Tracking * click the image to view enlarged

49. Starting Employment-Based Case

Starting Employment-Based Case * click the image to view enlarged

50. Selecting Employment Case Type

Selecting Employment Case Type * click the image to view enlarged

51. Selecting Beneficiary

Selecting Beneficiary * click the image to view enlarged

52. Adding Beneficiary Guide

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

Adding Beneficiary Guide * click the image to view enlarged

53. Uploading I-140 Document

Uploading I-140 Document * click the image to view enlarged

54. Submitting Employment Case

Submitting Employment Case * click the image to view enlarged

55. I-140 Document Requirement

I-140 Document Requirement * click the image to view enlarged

56. Completing Questionnaire And Details

Completing Questionnaire And Details * click the image to view enlarged

57. Upgrading To Premium Processing

Upgrading To Premium Processing * click the image to view enlarged

58. Tracking And Recording Actions

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

Tracking And Recording Actions * click the image to view enlarged

59. Workflow Benefits Summary

Workflow Benefits Summary * click the image to view enlarged

60. Tutorial Conclusion

Tutorial Conclusion * click the image to view enlarged

61. Ending