Access Case list and create New Case
Click on ‘Cases’ in the left navigation menu to get access to all your existing Cases. Top right, you can see a button ‘New Case’ along with option to filter the list of cases.
Create New Case
Clicking on “New Case” will open a popup as below.
Pick ‘Case Type’ and ‘Sub Type’ to move forward. If the Law Firm has more than one branch, chose a preferred branch to assign your case.
Depends on the Case Type you selected, you will need to either select ‘Petitioner’ and/or ‘Beneficiary’ or ‘Sponsor’ and/or ‘Applicant’.
If you do not see the intended entity/user in the list, you will have an option to ‘Invite Beneficiary/Employee’.
Click here to see how to Invite Beneficiary/Employee.
Review all required information and click on ‘Submit’ to create the case.
On creating a New Case, you will be taken to the Case Details page by default.
On creating a New Case, you will be taken to the Case Details page by default.
Generate a unique link for the Case
Clicking on the Link (
) icon will create a unique link for the case and open a popup with the URL as below.
The popup will have an option to copy the link or email the link to any intended users.
The unique link/URL will be useful for Beneficiaries who do not have an account with ImmiBox. Opening the link will enable users to access only the Questionnaire. Hence, you need to make sure to send it only to the intended emails.
Submit Questionnaire
It is expected that the Questionnaire will be filled in by the Beneficiary. However, the option is also available for Petitioner/Employer and Law Firm. Note that the required authorization is taken from the Beneficiary before filling in the personal/professional details of the Beneficiary or dependents.
As Petitioner/Employer
On behalf of the Beneficiary, the Petitioner/Employer can fill in and Submit the Questionnaire by selecting “Edit Questionnaire” option under “Actions” button.
Edit Questionnaire will take you to the Questionnaire page and you need to fill in all required fields and attach necessary documents to Submit as seen below.
Make sure you review the information inserted prior submitting the Questionnaire.
Review and submit to Law Firm
Case Details must be reviewed by the Petitioner/Employer before the Case is assigned to the Law Firm.
Required changes to the details may be updated by the Petitioner/Employer. Any additional documents that are to be provided by the Employer can be uploaded by the Petitioner/Employer.
Once the case is submitted to Law Firm, editing of information will be disabled for security purpose. On need basis, Petitioner/Employer/Beneficiary may request the Law Firm to provide edit provision.
Upload Documents
During the process, if you would like to upload documents directly without updating Questionnaire, you can do it under ‘Documents’ section. Click on Upload Documents as shown below.
It will take you to the list of required documents the selected Case. Documents can be uploaded under a specific category as seen below.
Upload more documents after submitting the case to Law Firm
Once the Case is submitted to Law Firm, updates to Case details will be disabled. However, you can still upload documents on need basis. Under ‘Documents’ section, a tab with title ‘Additional Documents’ can be found as below.
You may upload as many documents as needed. Depends on the requirements, Law Firm will accept these documents and amend them to the Case documents under the section ‘Other Documents’ as below.
