Resources on Case Management

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This advisory highlights some important ethical standards and recommendations to consider when choosing and using various types of technology for immigration legal programs, as well as, implementing sound policies and procedures to provide effective and efficient virtual legal services.

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This advisal addresses a series of issues to consider and steps to be taken when closing an immigration legal services program. The information provided is divided up into sections starting with general considerations, client cases based on status of the case, closed files, outreach and communication to clients, program contacts and additional considerations.

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An immigration case management database is an essential tool for delivering immigration legal services, but too many nonprofit-based immigration legal representatives, including attorneys, do not use a database. This advisory promotes benefits of using a case management database and provides advice on how to choose the right database for your program.

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Sample plans from CLINIC affiliates to continue offering immigration legal services during the COVID-19 pandemic available for download.

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This resource provides recommendations for immigration programs on how to continue providing immigration legal service in the event of office closures due to the COVID-19 pandemic.

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When you are thinking of developing or changing your case management system, solicit your immigration staff to get their feedback, or even better is if they participate in the development or revision of that process.    The system works only if it makes sense to those who have to adhere to, carry out, and manage it.  Once you determined your case management system, document it in a policies and procedures manual.   The rationale behind having a case management policies and procedures manual is the same as having an operating and human resources manual in your agency.  You want to document t