View or edit client access to the web portal or text link for the questionnaire Video

Go to Contact Manager
Check the portal column to see which client has access to the web portal or text link
Click on contact to edit the web portal or just click on the phone icon to send the text link or reset the text link.

Case Manager Overview

It covers, the case list, different pages and sections of the case management process. Case links menu item, case list with links to directly go to case questionnaires, documents, forms or summary.

Create Contact in

How to create a contact in
There are three ways to create a contact
1. From Contact Manager
2. When you create a case
3. When you create an inquiry. 
This video explains how to create a contact in contact manager.

Overview of First Screen

This is the first screen you see when you log in. This video will explain what you see on screen, where everything is, and how extensive the program is for your use.

Create First Case

This video explains how you can create your first case, in under 11 minutes you learn case creation from start to finish and complete any type of immigration case. 

Adding Staff Member to Your Firm

Transcript of the Video:

Hello this video will show you how to add the staff more attorneys paralegals and other internal staff in your firm. This is the main screen when you login.

Go to the staff manager, when you click on this button

you'll be directed to this screen,

where do you see your existing staff members

and option to add attorney, paralegal, admin staff another assistant type of user.

Lets say you want to add an attorney, name email address phone number and location you would have at least one location already

Designated for you when you sign up with immicompliance so you'll have that you can also assign them to a group about the again you can do this later you can.

I like the location of Select if you want to be more particular about this attorney in practicing in particular State and what kind of a practice they are .

involved with

And also give them the permission to different moduls that you have, now in the case list you have multiple options you can limit the attorney or any other user too, like you can only allow them to certain parts of the case process or you can assign them to the whole case module, and give them a password and what happens is you can hand over this password to the user directly yourself and they will receive a link via email to this email and they can log in using the password and user ID user ID being the email they can use those user ID password to log into the system since it has internal system user you have to provide them the password okay what are the password you set up for them. Now, if you were to add a paralegal.

You have the same kind of setup but  here you don't have a lot more options but you can just give the name of the paralegal email address phone number and location and that you can .

Like if you want this paralegal to bill hourly you can.

Click on this so we can collect the time spent by this paralegal on a particular case we can do that. But if you don't need to, don't have to. All you need is select the models that you want to provide access to this particular paralegal and you give a password that's about.

Thank you very much.

Client Portal - Access, Data Entry and Review

In this video we describe how to provide client portal access to contacts you create, 
The following items are described in detail
  • How to create contact and provide them portal access
  • How to verify and view the portal access for a contact
  • How would the system notify and provide contact their client portal login credentials
  • What happens when a case is created for a contact with portal access
  • How to view the data the contact has entered from their portal - Profile questionnaire data or case related questionnaire data
  • How to contact Immicompliance support team for further support

How to Change Password or TimeZone

You can change password and /or timezone from your profile. Just click on your user name on top right corner, then click on edit profile to change password or timezone.

Logo Upload for Invoices

In this video you will learn how to upload logo for your invoices, and web profile.

Creating Custom Case Type - Without Global Case Type

In this video you will learn how to create custom case type from scratch, without using any global case type as starting point.

Create and Edit Custom Case Type using Global Case Type

You will learn how to quickly create a custom case type using  one of the global case type as template and editing it further for your requirements.

Paper Questionnaires - Enable Popup

In this video we will answer the questions

How to generate paper questionnaires for case I am working on, for offline users who are not using the client portals?

How to enable popups for ?

Inquiry-Creation and Conversion to Case

In this video we will answer the question:

What is Inquiry, and when is it used?  How to create Inquiry then follow up appointment and eventually convert it to case?

How to change user type and password for client portal access for contact

How to change user type and password for client portal access for contact

How to enable or disable email notifications to clients

How to Create Invoice in Immicompliance with or Without Payment Plan

How to Create Invoice in Immicompliance with or Without Payment Plan
Follow these steps
1. Go to the case for which you want to create invoice
2. Under 'Case Links' on left column find and click on Invoices under Billing towards bottom of Case Links
3. Click on Create Invoice
4. Add the Item, Description and Amount. Also can provide discount, or create payment plans.
5. Record the payments 
7. Download and print or send the invoice in email to the client.

Create Custom Inquiry Type and Custom Inquiry Status Sub type

Create Custom Inquiry Type and Custom Inquiry Status Sub type
1. Go to settings
2. Select Custom Inquiry Type Setting
3. Add a new Inquiry type
It will be added to your account and will be available for any new inquiries you create.

For setting up Custom Inquiry Status Sub Type
1. Go to settings
2. Select 'Manage Inquiry Substatus' button under 'Show and Manage Inquiry Substatus' in the middle of the page.
3. Add new inquiry status sub type.
It will be available to use on any inquiries in your account.

Custom To-dos Setup

Set up custom to-dos to minimize data entry for routine to-do items by creating them once and reusing multiple times. Only Firm admin can set it up for any staff member.
1. Go to Settings
2. Under General Settings click on  "Custom Todo Setting"
3. Click on Create New Custom Todo
4. Enter the information needed to set up the To-Do item including the staff member the to-do is assigned to and suggested day of the week, such to-do to be worked on.

How to change sort order of ToDo Task Due Date and Priority within in Due Date

Go to Settings
scroll down until you see " Todo Due Date Sorting Setup"
Change the sort order (the default is descending by due date) to ascending if you need.
Next item in list is "Todo Priority Value Sorting Setup"  (default sort order for this is also descending, you can change it to ascending if needed)

The change or sort order will be implemented right away, please refresh the to-do list to see the change reflected.

Petitioner Portal

Login to the Portal
Complete Petitioner Questionnaires
Complete or Review/Edit Applicant Questionnaires
Upload Documents for Petitioner and Applicant from Checklist Items
View Invoice and Payment History.

Case Manager-Case List and Quick Navigation

Click on case manager.
Click on a case from the list, or click on any icon from the far right side of the case under "Action "column. 

Tab Sequence for Contacts

Display applicants and petitioner's details organized in tabs you prefer and in sequence you prefer.
You can choose your own way of displaying the different tabs related to contacts, applicant or petitioners.
All you need to do is select your preferences in settings.
Go to setting
Select Dashboard and Defaults Screen
Give the numerical sequence to the tabs you want to see.
The tabs are shown in ascending numerical values.

Contact Display Format

Display the contact names in your preferred format.
Go to settings,
Select Contact format format setup
Select the way you want to names of your contacts displayed.

Second Sponsor Form and Questionnaire

You can set up a case type with second sponsor form such as I-864) then create the case as you would.
There is no difference in case creation process, you just select your primary applicant, primary petitioner and attorney who is going to work on the case.
The second petitioner's questionnaire will automatically show up in primary petitioner and in portal for primary petitioner. Attorney or petitioner can complete this questionnaire.

Reporting in Immicompliance

Reporting on Immicompliance is extensive and easy to use.
Go to reports
Select the report you need
Provide parameters the report type needs
process report
download if you need.

Adding or removing form at the time of case creation

You can add a form or remove a form from the pre populated list of forms associated with the case type by clicking on "Add/Remove Forms" button
Then type in the form you need to add and click on "Add" on the left hand side of the list items.
To remove a form click on "Remove" on the right hand side list of items. 

Adding or Removing a Form After Case Creation

Go to the case summary page by clicking on the case from case manager.
On left hand side, click on "Case Forms & Templates" under CASE SETUP heading.
Once selected click on "Add/Remove Case Forms to Case"
Type in the form number you need to add on the left side search box, and once the form shows up click on "Add" button
Then click on "Update Case Forms" button on the right side bottom. 
To remove a form, click on the "Remove" button on the right side of the list of items and then click on "update Case Forms" button.

How to Disable/Inactivate a User

Go to Dashboard --> Staff Manager --> Select the Staff member --> uncheck the active checkbox at the bottom of the staff detail page.

Changing the Contact Name after Initial intake

You can change the contact name by going to the contact manager, searching for the record, and updating the information you need including the contact's name. You can change any detail on the contact record. 
You can alternatively choose to change the name in the smart questionnaire as well, which will be only reflected in that case and not on the contact record.

How to change Applicant or Petitioner in already created case

Go to case summary by clicking on the case number (from case manager)
Click on Case Forms and Case Members   on the left side menu under CASE SETUP
Click on the Case Members Tab
Remove the incorrect person by clicking on remove button on the far right
Add new person by clicking on big blue button and selecting the type of user and searching for the contact in drop down.
Click on Update Case button.

How to Search for Case or Client in Case Manager

Go to Case Manager
Set "All" on all three drop downs
Search by Case Id or and Word/String used in case title or case type

Client Questionnaires using Text/SMS

When creating the contact select if you want to send the Text/SMS questionnaires.

View or edit client access to the web portal or text link for the questionnaire

Go to Contact Manager
Check the portal column to see which client has access to the web portal or text link
Click on contact to edit the web portal or just click on the phone icon to send the text link or reset the text link.

Court Appointments Setup and Use

To set up the appointment addresses and titles
Go to Settings and set up the court addresses and court appointment titles.
To use
Select Court Appointment instead of Regular Appointment when creating calendar event for the contact.

Setting up Appointment Text Reminders

Go to settings
Select Yes for setting up the text reminder for appointment notification.
Modify the content and settings as needed.

Changing the User Type of Contact Record

Go to Contact Manager
Select the Contact record, client contact record, Applicant or Petitioner contact record
On the Contact details page, select the link Change User Type
Select the required User Type from the drop down menu
Click on Save.

Appointment Reminder Emails

To set up the reminder emails go to Settings
Then scroll down to item which says "Send Email Reminder for Appointments" 
Select "Yes"
Select the options that you want
Click on Save.

Integration with Google Contacts-Calendar and Email