Case Management Techniques and Strategies 2020 | CLINIC

Case Management Techniques and Strategies 2020

Due to scheduled maintenance, you will be unable to register for trainings between Friday, Dec. 13 at 6 p.m. ET and the morning of Thursday, Dec. 19. For training questions during this time, email Thank you for your patience during this rollout as well as your continued support of CLINIC. Click here to learn more.


Home » Training Calendar » Case Management Techniques and Strategies 2020

May 27 – June 24, 2020

Course Opens: May 27
First Webinar: June 3
Click here for a complete schedule

Registration Opens in January 2020.
The registration deadline is 11:59 p.m. ET on May 26, 2020.

$240 per person for CLINIC affiliate agencies
$265 per person for other nonprofit agency staff
$365 per person for private attorneys and staff

Other Fees: 

Administrative Charge: All registration changes or cancellations are subject to an administrative charge of $70.00.  Please note that CLINIC can only issue refunds for an e-learning course until one week prior to the course opening date.

Course Instructors: 

  • Nathaly Perez, Section Manager/Field Support Coordinator, Capacity Building, CLINIC
  • Silvana Arista, Field Support Coordinator, Capacity Building, CLINIC
  • Shaila Rahman, Field Support Coordinator, Capacity Building, CLINIC
  • Leya Speasmaker, Integration Program Manager & Field Support Coordinator, Capacity Building, CLINIC

  For questions about the course content, please contact Nathaly Perez at


Course Description

One of the secrets to running a successful immigration legal services program is prioritizing efficiency and organization. This allows your program to keep up with unexpected challenges, while helping as many people as possible. Let CLINIC help you prepare!

Over four weeks, this introductory-level course covers the basic components of effective case management techniques and strategies. Throughout the course, participants will learn best practices in intake procedures, case acceptance and closure, file maintenance, form creation and improvement and much more. Participants will also learn about case management database systems, as well as strategies to create an effective case management policies and procedures manual to optimize program efficiency and minimize risk of liability.


Course Structure

The course starts on May 27 with access to the e-learning course website and the week one assignment. Once you have access, you may begin any of the activities intended for self-directed learning, including reading assignments, sample materials and quizzes. The course will be interactive, with opportunities for online and real-time discussion among students and between students and instructors. The webinars will be conducted on consecutive Wednesdays at 2 p.m. ET starting on June 3. Each webinar lasts approximately 30-60 minutes and is recorded and posted on the course website after the webinar has concluded. Although we encourage participants to attend the live webinars each week, you will be able to view the recording of any webinar you are unable to attend whenever you choose to do so.


Who Should Take This Course?

This course is an overview of best practices for managing cases at a charitable, immigration legal services program. It is appropriate for program staff from a wide range of organizations, including established immigration programs, ethnic and immigrant organizations, domestic violence and sexual assault coalitions and service providers, unions, social services and medical providers and educational programs, such as ESL and citizenship.

If you are a government employee, you may not register for this training without prior authorization from CLINIC. You may request permission to register by contacting CLINIC at


Course Completion Requirements

Course participants will receive a course completion certificate if they (a) attend or view recordings of the weekly course webinar and (b) complete each weekly course quiz. You have up to two weeks after the last live webinar in the course to meet these requirements.



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