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Case Management Toolkit

This toolkit is intended to facilitate the process of designing and/or improving the case management system in your immigration program. In a legal immigration context, a case management system consists of a policies and procedures manual; a database system; case management forms; and files used by legal representatives in a standardized manner for the purposes of delivering professional services and avoiding errors that can result in malpractice and liability. For organizations providing Violence Against Women Act (VAWA) immigration services, there are additional considerations when designing your case management system noted throughout the toolkit.

Having a well-designed case management system is essential to running a responsible legal immigration program. It helps to ensure uniformity, consistency, and work quality and helps managers more easily supervise a program. For new immigration programs, it is wise to establish a standardized case management system in the early stages of program development, even before services are provided. For established programs it is wise to revisit and revise your current case management policies and procedures to standardize them

This toolkit is divided into five topical sections. We hope you will find this toolkit useful.

Topic Areas

Thinking About Case Management

Policies and Procedures

Database Systems

Other Tools and Forms

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Promoting the Dignity of Immigrants With Affordable Legal Expertise

As it has for more than 30 years, CLINIC will fight for the rights of immigrants. CLINIC trains legal representatives who provide high-quality and affordable immigration legal services. We develop and sustain a network of nonprofit programs that serve over 500,000 immigrants every year. We cultivate projects that support and defend vulnerable immigrant populations by:

  • Providing direct representation for asylum seekers at the U.S.-Mexico border and educating them about their rights;
  • Reuniting formerly separated families;
  • Increasing legal representation for those in removal proceedings and in detention;
  • Providing public education on immigration law and policies; and
  • Advocating for fair and just immigration policies that acknowledge the inherent dignity and value of all people.

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About the Catholic Legal Immigration Network, Inc.

Embracing the Gospel value of welcoming the stranger, CLINIC promotes the dignity and protects the rights of immigrants in partnership with a dedicated network of Catholic and community legal immigration programs. We are based out of Silver Spring, Maryland (Washington, D.C. metropolitan area), with an office in Oakland, California, and additional staff working from locations throughout the country. Questions and inquiries can be sent to national@cliniclegal.org.

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