Control Sheet

On the dashboard, attorneys can access a spreadsheet inspired reporting system called Control Sheet.

 

1. Create a new sheet: select applicable case types and trackable steps/milestones.

2. All cases in the selected case types will be shown in one page and attorneys can edit the sheet to make changes.

Some important information like notes, case status, shipping number and USCIS receipt are automatically synced from individual cases and vice versa. Also, the created sheet will be automatically saved in the system and attorneys can delete it by clicking 'Delete' on the top.

*The generated sheet cannot be downloaded or exported as a spreadsheet, but can be copied and pasted directly to a spreadsheet or other documents for reporting and printing. Also, attorneys can press CMD+P/CTRL+P for printing.

*Only the Admin and Attorneys have access to the Control Sheet.