Operations cockpit for immigration matters

Private Repo Proof 20260506

Move every new client from intake to document checklist, deadline owner, and calm status update without rebuilding the matter in email and spreadsheets.

Get early access For founders and operators managing family, business, and humanitarian immigration workflows.
Intake Convert client facts into a matter-ready profile.
Checklist Track evidence requests by owner and status.
Deadlines Keep response dates visible before escalation.
Matter operations / Client portal queue
12 open requests

Primary workflow

Rivera family I-130 document collection

Client portal status update prepared from checklist progress and deadline risk.

RFE response: May 9Assigned to Paralegal
1. Intake verified Household details and case type locked.
2. Evidence request Client sees missing items and due dates.
3. Attorney review Only complete files enter review.
4. Status update Portal note sent after each change.
Document Status Owner Due
Marriage certificate translation Received Client Complete
Joint lease pages 1-4 Requested Client May 7
Prior entry record Needs review Attorney May 8

Next client update: "We received the translation. Please upload the lease pages by May 7 so attorney review can start before the RFE response date."

Designed for firms where missed context becomes missed time.

Private Repo Proof 20260506 keeps routine immigration operations visible, assigned, and ready for the next client-facing update.

Structured intake handoff

Turn a new client's answers into a matter profile with case type, family members, prior filings, and open follow-up questions.

Checklist ownership

Assign each document request to client, paralegal, or attorney so incomplete evidence does not hide in email threads.

Status updates from work

Send grounded portal updates from checklist state, deadline risk, and review status instead of rewriting the same explanation.

Request early access for your immigration operations workflow.

Share where your firm is today. Early access is best suited for boutique immigration practices that want a single operational view across intake, evidence collection, deadlines, and client communication.

No generic newsletter. We use this to understand fit for early product conversations.