E-learning Course: Case Management Techniques and Strategies | CLINIC

E-learning Course: Case Management Techniques and Strategies

Home » Training Calendar » E-learning Course: Case Management Techniques and Strategies

May 30, 2018 – June 27, 2018

Webinars will take place every Wednesday 2:00-3:00 EST

$200 per person for CLINIC affiliate agencies
   $225 per person for other nonprofit agency staff
$325 per person for private attorneys and staff



This four-week 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. This course will be presented by CLINIC’s Capacity Building section staff. For questions about the course content, please contact Nathaly Perez (nperez@cliniclegal.org).


For a detailed course outline, including the dates and times of the live webinars, click here


Training Level: Introductory

This is an overview of best practices for case management for a charitable legal immigration services program. This course is appropriate for program staff from a wide range of organizations, including established immigration programs, domestic violence and sexual assault service providers, unions, social services providers, and educational programs.

The course starts on May30th with access to the e-learning course website. Once you receive your user name and password you may participate in a variety of activities 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 instructors. The course also includes four webinars conducted on consecutive Wednesdays at 2:00 p.m. Eastern starting on June 6th. Each webinar lasts approximately 30-60 minutes and is recorded and posted on the course website after the webinar is conducted. Although we encourage participants to attend the live webinars each week, you will be able to listen to and view a recording of any webinar you are unable to attend whenever you choose to do so.

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.


Registration: If you are registering as staff of a nonprofit agency, you must email a copy of your IRS 501(c)(3) letter designating your agency as a nonprofit entity to Training Facilitator at training@cliniclegal.org. Your registration will be confirmed upon receipt of this letter. If you are an attorney, please include your state bar number. Payment is by credit card only. 

Please be sure to register under the correct category and for the correct training. 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 first day of the training.


Please provide the full name and a working email address for each individual taking this course.  We will communicate with each registrant via email only, so it is very important that we have the correct name and email address for each registrant listed on the registration form.

Space is limited. The deadline for registration is May 23rd or sooner if registration is filled. For registration information contact Training Facilitator at training@cliniclegal.org.




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