Immigration Status Expiration Date Tracking & Reminders

What this does

This feature automates the tracking of critical deadlines. Immigration status expiration dates entered in a client’s Worksheets can be instantly synced into the case’s Document Reminders. This ensures your dashboard is always up-to-date without manual data entry.

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Prerequisites

• The client (beneficiary) has completed their Worksheets with the relevant immigration/document expiration information.

• Admin User or Case Assignee to grant accessibility to edit the following case reminders.

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Supported Expiration Types

The system automatically tracks and syncs these specific items:

• Passport

• Expiration of U.S. Status

• Expiration of Nonimmigrant Visa

• Expiration of Travel Document

• Expiration of EAD

• Expiration of Green Card

• I-94

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📍Step-by-Step Instructions

1. Go to the Case

2. Select the Reminders tab

3. Navigate to Document Reminders

4. Click Apply Beneficiary

   • This pulls in worksheet data for the beneficiary and populates available expiration-related fields in Document Reminders.

5. Review the populated values (and adjust Reminder Owner / Remind Date if needed)

6. Click Save

Notes / Troubleshooting

• Nothing synced? Confirm the client’s Worksheets have the expiration fields filled in (only completed fields sync).

• If values still don’t appear, refresh the page and try Apply Beneficiary again, then Save.

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Tips：Admin: Default Settings for Document Reminders

For Admin Users Only. Pre-defining these settings ensures that notifications are automatically routed to the right person when dates are synced.

How to Configure:

1. Go to Firm Setting -> Advance Setting -> Scroll to Document Reminders.

Set Notification Frequency:

• Under Default notification email frequency for new accounts, select your preferred interval from the dropdown list(e.g., Immediately, Daily, No Email or No Notification).

Remind in Advance: * By default, this is set to 6 Months.

• You can customize this number to your firm's preference (e.g., 90 days or 3 months) to ensure ample lead time for renewals.

Define Default Reminder Owners (Immigration Document Expirations):

Choose who need to be remind for documents:

• Case Assignee: Notifications will go to the specific attorneys or staff members assigned to the case.

• Admin User: Notifications will be sent to the system administrators.

• Case Opener (The person who created the case)

• Client Account: Notifications will be sent directly to the client’s linked email addresses.

Auto-Save & Sync:

• Auto-Save: The system will automatically save your selection once you make a choice from the dropdown.

• Refresh the Case: To apply these changes to an existing case, navigate back to the specific Case page and refresh your browser (F5). This ensures the updated logic is synced with the current case view.

  Note: If you don't see the updated assignee in the case reminders immediately after changing the Admin settings, a quick page refresh inside the case will resolve it.

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Video Intro：