March 18-April 15, 2025 | CA MCLE: N/A

One of the secrets to running a successful immigration legal services program is prioritizing consistency, efficiency, and organization. This self-directed, introductory-level case management course will walk through the life of a case by discussing basic components of effective case management techniques and strategies. Participants will learn best practices in intake procedures, case opening and acceptance, file maintenance, client communication, data and deadline tracking, case closing, and file retention and destruction. Our CLINIC team will help you think through techniques, strategies, and best practices in creating a case management policies and procedures manual that fits your program and ensures ethical, consistent, efficient, and organized immigration legal service program delivery.  

NOTE: Each unit requires you to watch a recorded webinar and participate in activities to obtain CLINIC’s Certificate of Completion. The following is a breakdown of the individual units. This self-directed series will close at the e-learning site on April 15. All coursework must be completed prior to that date to receive a Certificate of Completion.
 

Unit 1: Case Management System, Database, Policies and Procedures  

Unit 1 will focus on what a case management system is, why a case management system is important, and how to develop and implement case management policies and procedures. We will also introduce you to resources that will help you get started. 
 

Unit 2: Intake, Case Selection, and Opening Cases  

Unit 2 of the series contemplates the beginning of the life of a case. We will discuss intake procedures, case selection, case opening, and scope of representation. We will incorporate various delivery models and best practices.   
 

Unit 3: File Maintenance and Security, Communication, and Case Tracking

Unit 3 is dedicated to file maintenance, storage, access, and security; setting reminders and tracking case deadlines; client communication; mail procedures; case notes; what to do with original client documents; and file audits. 
 

Unit 4: Terminating Representation, Closing Cases, File Retention, and File Destruction  

The last unit of the case management series will cover best practices regarding the end of a case’s lifecycle. This will include client communication, case closing letters, data tracking and record keeping, file retention and destruction, and client surveys.