Create a New Case

You can create a new case in eimmigration within minutes. The Create Case Wizard will guide you through the process, including entering general information, assigning case workers, adding case parties, and choosing the necessary forms.

This article will answer any questions you have about creating a case using the Create Case Wizard. It includes:

• Step-by-step instructions
• A video walkthrough
• Helpful hints

When to complete this task

Anytime you're ready to create a new case. This can be after you've created a client profile or before; once intake is complete, while it's in process, or before it's even started. 

Basic steps

• Create → Cases.
• Follow the 7-step Create Case Wizard.

Step-by-step instructions

Step 1. Create Case & General Info

Hover over the + in the left-side menu. Click Case.

A Create Case Wizard will pop up. Complete all the details for each step to create your case.  

General Info tab

• Case Initial: Use this field to assign a case number. You can also have the system automatically generate a case number by checking the 'Auto-Generate Case Number' box in the bottom left corner of the Create Case Wizard.
• Case Name: Name your case according to your firm's naming convention. 
• Department: If your firm has more than one department set up in eimmigration, select your department from the dropdown list.
• Area of Practice: This is an optional field. If your firm has multiple practice areas, you can select the area of practice that the case applies to here.
• Process: This is an optional field. Standard immigration case processes are already pre-loaded in the system. If you select a case process from the dropdown list, the system will automatically assign the forms that apply to this case. 
• Case Status/Program & Category: These are also optional fields that are primarily used for reporting. If you're unsure whether or not to use these fields, check with your system administrator.

Once you've filled in all the information you wish to enter, click the Next button. 

Step 2. Required Fields 

If you did not populate a case name and department on the General Info tab, you can do so here. 

Click Next. 

Step 3: Caseworkers

This is where you'll assign the team that's working on this case. The term 'Caseworkers' applies to everyone who will be working on the case, including paralegals, attorneys, interpreters, etc.  

• Add caseworkers who are not listed by typing their name in the Search Caseworker Name box. 
• You can delete or reorder caseworkers by hovering over Select beside the caseworker name and clicking Delete, Move Up, or Move Down.
• Check the Transfer to Forms checkbox to automatically apply a caseworker's name to the forms for the case. 

Once you've added everyone who will be working on this case, click Next.

Step 4: Case Parties

This is where you will add the client and any members of the client's team to the case.

•  If you've already created a profile for the client in your system, you can begin typing their name in the Find Client box. Then select their name from the list.
• If you have not yet created a profile for the client and fill out their basic information in the Create a New Contact card.  
• Once you've added the client, select their role. This will likely be Alien, Petitioner, or Employer.
• Be sure to mark the client as the Main Party.
• Next, you can add any other parties who are associated with the case. This can include Co-Petitioners, Interpreters, Guardians, etc.
• If you accidentally add a contact who is not associated with a case, just hover over the Select option by their name and click Unlink. 
• You can also send questionnaires to case parties directly from this screen. Simply hover over the Select option by their name and click Send Questionnaire. This will open a pop-up window that will allow you to send any or all of the questionnaires associated with the Case Process for this case. Just click either the Send Questionnaires via Client Portal or Send Intake Forms with Passwordless Link button, then choose which questionnaire(s) you want to send.  

When you've finished adding all case parties, click Next. 

Step 5: Conditional Rules

If there are conditional rules associated with the Case Process, they will appear here. Otherwise, you can click Next to continue to the next step.

Step 6: Forms

If you selected a Case Process in the General Info tab, you'll see the list of forms associated with that process. If you did not select a Case Process, no forms will be listed. 

• Select and Add Forms lets you search for a specific System Form or Custom Form by name. 
• Add a Pre-defined List of Forms lets you choose a Case Process to automatically gather the forms associated with that process.
• You can delete or reorder forms by hovering over Select beside the form name and clicking Delete, Move Up, or Move Down.

When you're done updating the list of forms, click the Create button. You'll be automatically redirected to the Forms tab for the case you just created. 

Video walkthrough

Helpful hints

Create cases faster by:

• Auto-generating the case number.
• Selecting a Case Process on the General Info tab.
• Asking your admin to ensure that your Cases Processes are up to date.