June 5 – 26, 2024 | 2-3:30 p.m. ET | CA MCLE: N/A

One of the secrets to running a successful immigration legal services program is prioritizing consistency, efficiency, and organization. This four-week case management webinar series 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 ensure ethical, consistent, efficient, and organized immigration legal service program delivery.  

NOTE: Access to recordings of the webinars is included with your purchase of the four-part webinar series. Your access will be available until July 24.  

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

June 5 | 2-3:30 p.m. ET | CA MCLE N/A

In this first webinar, we will discuss 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.  

Webinar 2: Intake, Case Selection, and Opening Cases

June 12 | 2-3:30 p.m. ET | CA MCLE N/A

This webinar 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.

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

June 20 | 2-3:30 p.m. ET | CA MCLE N/A

In this webinar, we will discuss file maintenance, storage, access, and security; setting reminders and tracking deadlines; client communication; mail procedures; case notes, what to do with original client documents; and file audits.  

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

June 26 | 2-3:30 p.m. ET | CA MCLE N/A

In this final webinar, we 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.