Case Management Skills & Database Functions, Phoenix

This in-person training format is subject to federal and local regulations regarding COVID-19 and social distancing.  An online format is being considered if an in person event is not possible. Please continue to stay connected for updates as we get closer to the event.

Course Description

This two-day training is an interactive opportunity for immigration legal services programs to develop and improve their case management policies, procedures and forms, as well as learn about staffing models to increase capacity. Participants will have an opportunity to share with experienced practitioners who utilize electronic database systems to facilitate case management.

Day one of the training will focus on these advanced topics:

  • Case management policies, procedures, and forms

Participants will be asked to bring their case management forms to the training for a thorough review of forms in use and assess them against best practices. Attention will be given to developing policies and procedures that can accommodate a higher client demand. Expert practitioners will share how they generate and analyze more data using their electronic case management system.

  • Staffing

Participants will learn best practices for hiring, training and staffing their immigration program, and how to leverage volunteers and staff for efficiency.

Day two of the training will feature a LawLogix/EDGE software demonstration.

  • Participants will have the option to attend a presentation by Kathleen Judd, Director of Customer Relations at LawLogix by Hyland, on how to utilize EDGE software during intake, consultation and other case management activities, including case notes, reporting, billing and much more. Be sure to bring your laptops/tablets and case management forms for the interactive exercises!

Additional Information


Light breakfast provided. Lunch is on your own.  Several options are within walking distance of the training site and information will be provided.

Special Accommodations

If you have a disability and require accommodation in order to fully participate in this training, please email

Type of Training


Date of Event


Time of Event

09:00 am ~ 05:00 pm
09:00 am ~ 03:30 pm

Event Location

LawLogix by Hyland Headquarters
3111 N Central Ave
Conference Center Ste A115
Phoenix, AZ 85012
United States

Training Prices

CLINIC Affiliates - $120

Nonprofit Agency Staff - $130

Private Attorneys and Staff - $200



Catholic Legal Immigration Network, Inc and LawLogix by Hyland

Payment and Cancellation

Payment by credit card only. All registration changes or cancellations are subject to an administrative charge of $70.00. Please note that CLINIC can only issue refunds for an in-person training until one week (7 days) prior to the course start date.