As an immigration lawyer, there is a lot that you need to keep track of, and every single detail matters. Whether you are defending against deportation, helping a client with their application for a fiancé visa, or assisting with another immigration issue, you need to make sure that you have the forms, documents, and details you need. You also need to ensure that everything is accurate. Immigration forms software can help you better counsel your clients through what can be a stressful immigration experience. Below are some tips on getting organized with immigration forms software in 2021.
Create Customized Intake Forms
Immigration law involves many different issues, such as green card applications, fiancé visas, employment visas, and deportation defense. By tailoring your online client intake forms and customizing them for each separate issue, your files will be more organized and finding the file you need quickly will be a breeze.
Make Your Intake Process Consistent
Having clear steps for your firm’s intake process is important, and it is easier to do than you may think. By creating workflow and email templates that are customizable, and scheduling automated client communication, it can bring your clients peace of mind and keep them informed. You can customize automated communication so that it remains personal to the client and attuned to their needs.
Invest in Document Automation
Utilizing automation is a great way to get organized with immigration forms software, and you can do it with important documents, as well. Automating e-signatures, secure document sharing, and retainer agreements will help you remain organized so you can focus on what is most important — helping your clients.
Track Details by Customizing Fields
By using immigration forms software, you can create as many custom fields as you need. Customized fields can help you keep track of your clients the current marital and citizenship status of your clients, as well as passport numbers, which is a great help when trying to get organized.
Track the Collection of Information
It is critical that you keep track of the documents you have received back from clients, and the information you still need, and immigration forms software is a great way to do it. Immigration forms software can also help you stay on top of the status of important tasks, so you know when you can begin filing.
Keep Relevant Cases Together
As an immigration lawyer, you know that one case often affects others. For example, someone entering the country on a fiancé visa may have children who also have specific immigration needs. Immigration forms software can help you keep these types of relevant cases grouped together, which will in turn help you stay organized.
Our Immigration Law Software Will Help You Stay Organized
When you need to get your law firm organized, our immigration workflow automation solutions can help. At FastVisa, we have developed software to automate the integral processes your law firm utilizes to serve your clients, provide the important immigration forms you need, and help keep you and your firm organized. Contact us online to schedule a demo and to learn more about our immigration solutions.