Case Management Techniques and Strategies

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 January 28 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 Thursdays at 2 p.m. ET starting on February 4. 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


Additional Information

Course Completion

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

Type of Training

E-Learning Courses

Date of Event


Time of Event

02:00 pm ~ 03:00 pm

Registration Deadline

Course Opens

First Webinar

Training Prices

CLINIC Affiliates - $240

Nonprofit Agency Staff - $265

Private Attorneys and Staff - $365


Catholic Legal Immigration Network, Inc.

Payment and Cancellation

Payment by credit card only. All registration changes or cancellations are subject to an administrative charge of $70. Please note that CLINIC can only issue refunds for an e-learning course until one week prior to the course opening date.