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Immigration Management Project

This manual describes best practices used by many of the country's most experienced nonprofit immigration programs and managers.

This toolkit is intended to facilitate the process of designing and/or improving the case management system in your immigration program.  In a legal immigration context, case management system consists of: policies and procedures; forms; a database; and files used by legal representatives in a standardized manner for the purposes of delivering professional services and avoiding errors that can result in malpractice and liability.

A strong case management system is key to a healthy immigration legal program. A strong case management system helps ensure consistency, uniformity, and a high quality of work. It balances the interests of the client in getting the best and speediest representation with those of the agency in providing services efficiently. Join us for Part II of this series. It will focus on case file organization standards, case notes standards, a filing system, case closing procedures, and a tickler system to ensure important deadlines are not missed.

The Need for Charitable Legal Immigration Services

Current capacity does not meet current demands for low-cost legal representation in immigration matters. For instance, immigrants eligible and soon-to-be eligible to naturalize as U.S. citizens have less income, education, and English language ability than immigrants who naturalized in previous decades.

How do you set up intake? Which cases should you accept for representation? What is a client services agreement? How do you track deadlines and cases? What goes into a case file? What are your responsibilities when you close a case?

CLINIC trainer Jack Holmgren along with Robert Yates, director of Immigration Legal Services of Catholic Charities of Santa Clara County present on fees and revenues.

Held June 2010.