STEP-BY-STEP IMMIGRATION LAW FIRM AUTOMATION PART 3

By Ally Kennedy, Founder of Amiga

So far we have had our consultation with our client and went through the sign up process with them. At this point we have all the client's needed information and documents. Now we begin preparing the client's case. This is where automation becomes highly important because it creates an environment where you are able to delegate the work out to your team and get the quickest turn around times.  

Step 1

The VA uses the questionnaires to begin filling out forms, writing the declaration, updating the template legal arguments by case type, and personalizing the case summary document. This is the packet that we submit to USCIS.

Here are our template legal arguments:

Here are our Case Summary Documents:


Step 2

The VA messages the lawyer and LA to let them know that all documents have been prepared.


Step 3

The LA prints out the entire packet, including the cover letter/ case summary sheet, legal argument, declaration, forms, index of documents, and all supporting documents and gets it to the lawyer to review.


Step 4

The lawyer reviews everything and makes any changes by hand. (We do this by hand because of my own personal preference. Other attorneys I know do this electronically for review.) Each correction is marked with a post-it note so that the LA can quickly flip to the page that needs to be changed. The attorney returns the packet to the LA.


Step 5

Between the LA and the VA, all changes are made to the documents and the final revisions with the attorney's edits and case theory are applied. The final packet is printed by the LA.

 

Come back next week for part 4, Client Signature and Case Submission!


About your Ally in Life, Business and Law:

Alexandra "Ally" Kennedy is a national award-winning attorney and the founder of AMIGA Lawyers and Alexandra Kennedy Immigration Law.. After becoming a mother, and in a matter of 3 months, Ally transformed her practice from earning in pesos to earning 6-figures and she is passionate about teaching attorneys how they can do the same. Ally empowers lawyers to be the CEOs of their law firms with her weekly blog, webinars, and conferences where she teaches step-by-step how to do the work they love while running a profitable legal business. Ally lives outside of Seattle with her partner and their 5 children.