Case Management Skills & Database Functions

Course Description

This virtual workshop combines case management skills training and a Lawlogix/EDGE software presentation. This three-day training utilizes live sessions as well as online forum discussions and optional independent assignments to provide an interactive experience for immigration legal service program directors to develop and improve their case management policies, procedures and forms. Participants will have an opportunity to share and brainstorm with other practitioners on how to improve their case management skills. They will also learn how to utilize Lawlogix/EDGE software for intake, consultation and other case management activities.

All live sessions will take place from 2-5 p.m. ET. 

Day One: Wednesday, Oct. 21

  • Introduction and agenda (0.5 hour)
  • What is a case management system versus a database?; developing case management policies and procedures (1 hour)
  • Intake procedures; case selection and case opening; file maintenance, case tracking and recording; and closing cases  (1 hour)
  • Open forum discussion (0.5 hour)

Day Two: Thursday, Oct. 22

  • Review (0.5 hour)
  • Staffing issues — best practices for hiring, training and staffing immigration programs (1 hour)
  • Recognition & Accreditation, or R&A (0.5 hour)

Day Three: Friday, Oct. 23

Lawlogix presentation: Participants will have the option to attend a presentation by Kathleen Judd, Director of Customer Relations at LawLogix by Hyland, on how to administer EDGE software during intake, consultation and other case management activities, generating reports, billing, remote services/supervision, and much more. (2 hours)

Additional Information

Special Accommodations

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

Type of Training

Virtual workshops

Date of Event


Time of Event

02:00 pm ~ 05:00 pm

Registration Deadline

Training Prices

CLINIC Affiliates - $120

Nonprofit Agency Staff - $130

Private Attorneys and Staff - $200


Guest Speaker

Nubia Torres, Director, Immigration Legal Services at Catholic Charities of Dallas and Kathleen Judd, Director of Customer Relations at LawLogix by Hyland


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 until one week (7 days) prior to the course start date.