Learn how to manage immigration document translations for USCIS. Avoid RFEs with certified services and tools for legal professionals.
When it comes to immigration cases, every detail matters—and that includes the accuracy of your clients’ translated documents. The USCIS has strict standards for how foreign-language documents must be translated and certified, and even a small oversight can lead to costly delays, Requests for Evidence (RFEs), or denials.
That’s where immigration translation services come in. These services help ensure that every document submitted—whether it’s a birth certificate, marriage license, or academic transcript—is properly translated and accompanied by a compliant Certificate of Translation. For legal professionals, having a reliable translation process isn’t just a nice-to-have—it’s essential to delivering timely, successful outcomes for your clients.
Written for law firms and legal professionals, this comprehensive guide explains USCIS translation requirements and shares strategies for finding qualified translation partners for your firm.
USCIS requires a full English translation of all foreign language documents submitted with an immigration application. Additionally, the application package must include a Certificate of Translation, which is a signed statement from the translator verifying:
Translations that don't meet these requirements can prompt RFEs or denial decisions.
USCIS-compliant immigration translation services provide accurate English translations according to these requirements. Compliant immigration translation service providers play a vital role in the immigration process, ensuring the USCIS accepts all documents and considers them in adjudicating the case.
When your firm uses USCIS-compliant translation services, you can expect:
Technically, anyone who is fluent in both languages can translate documents—but fluency is only part of the equation. Translators must also be familiar with USCIS document translations and, specifically, the components of a compliant Certificate of Translation. A missing or incomplete translator certification puts the entire application at risk.
USCIS-compliant certified translation services benefit both clients and lawyers. Your clients will have peace of mind that the USCIS case worker will understand and consider their documents. Meanwhile, you gain confidence that your cases will proceed without translation-related setbacks.
Additionally, a trusted translation provider can help you overcome some common challenges lawyers face with document translations, as described below.
Common translation-related challenges include incomplete or non-compliant certifications, operational bottlenecks, and inconsistent quality across cases.
The USCIS outlines specific requirements for the Certificate of Translation. Commonly, one or more of these requirements is overlooked. It could be a missing signature, an incorrect date, or incomplete contact information. These are small, but avoidable mistakes that can prompt RFEs or rejections.
Filing delays result when immigration firms receive foreign-language documents during intake without a reliable translation process in place. Typically, clients will wait while their legal team finds a provider and establishes a workflow to manage the translation.
If you are limited in human resources, one unplanned case delay can have a waterfall effect, ultimately causing problems for multiple clients.
Consistency matters with the USCIS. Translations submitted by your firm should be consistent in terminology usage, formatting, and tone. Differences in these areas can be red flags during USCIS reviews that reduce trust in your firm's process.
Ensure consistency by using the same translation service, rather than switching translators and tools for different cases.
USCIS has clear expectations for how foreign-language documents must be translated, formatted, and certified. Meeting these standards not only demonstrates professionalism but also ensures your client’s application is reviewed without unnecessary scrutiny or processing issues. Paying attention to these details upfront helps avoid administrative setbacks and keeps your case moving forward efficiently.
Comprehensive and accurate translations deliver the full meaning and content of the original documents. Every part of the original document should be replicated, including notations, stamps, seals, and signatures. No information is to be omitted or changed. The USCIS adjudications officer will compare the translation to the original, so the two must be visually consistent.
The translator must provide a signed Certificate of Translation, confirming that the translator is competent in the source and target languages and that the translation is a true and accurate representation of the original document. The USCIS translation certification also includes the translator’s name, signature, contact information, and the translation date.
USCIS policy does not prohibit applicant-provided translations. Therefore, applicants who are fluent in both languages and comfortable providing a compliant Certificate of Translation can translate their own documents, however, this is not recommended. Professional translations are regarded as more accurate and objective than applicant-provided translations.
USCIS does not require notarized translations, but some applicants choose to take this extra step. To notarize a translation, the translator signs the Certificate of Translation in the presence of a notary public. The notary then verifies the translator's identity and signature on the document, but does not review the translation or the original documents.
USCIS requires all foreign-language documents to be translated into English and submitted with a compliant USCIS translation certification. Certified translation for immigration applications may involve these documents:
The variation and complexity of immigration translation documents and strict USCIS requirements necessitate working with an experienced immigration translation services provider.
There are several ways to find a certified immigration translator to partner with your firm. You may start by asking colleagues for referrals or checking your case management software for translation provider integrations.
The right provider will work seamlessly alongside your team and be prepared with quick turnarounds. That’s exactly why integrations built directly into your software can make this process very efficient. If your case management software supports third-party translations, you can send documents for translation from within the application. The provider automatically returns translated documents directly to your case management software.
Whether you find prospective immigration translation services providers through colleagues or software referrals, plan on interviewing them. Questions to ask include:
Docketwise, the top-rated all-in-one immigration software for lawyers, includes three levels of translation assistance to support you and your clients: intake form translations, integrations with USCIS-approved partners, and general translations powered by AI. This multi-tiered functionality supports quick and accurate translations for client communication and data collection, plus certified translation for immigration documents.
Docketwise translation support begins with client intake. The application uses smart forms to collect and store client information, which can then be used to auto-populate immigration forms. You and your clients can quickly render Docketwise smart forms into one of 12 languages, allowing both sides to work in their native language for faster, easier data collection.
Smart forms rendered into foreign languages are not translations per se. They are intended to support better client comprehension during intake, rather than official document submission.
For official immigration document translations, Docketwise integrates with Motaword and ImmiTranslate. Both services provide high-quality, USCIS-approved translations of foreign-language documents. They rely exclusively on human translators, and all translations include USCIS-compliant certifications.
You can upload foreign-language documents to Docketwise to order compliant translations from either service. Docketwise sends the original documents and receives the translated versions digitally. If the initial request included one client, the translated documents are linked to that client file within Docketwise.
AI-powered Docketwise IQ provides English-Spanish translations on the fly. Use this robust feature set to translate client notes, emails, and more. Docketwise IQ also proofreads, adjusts tone, and simplifies complex legal verbiage so you can break down language barriers and build trust quickly. Under the guidance of Docketwise IQ, your client communications will be professional and culturally competent—with no extra effort required. Translation features are coming soon and will be seamlessly integrated once available.
Schedule a Docketwise demo now to learn how the application's multi-tiered translation support can improve case outcomes and client experiences.
Thankfully, internal communication systems that consolidate information and eliminate clutter have become more common over the past few years. So whether you and your firm are looking for a virtual space where you can just talk, or...
Effective communication is essential in every workplace, but it can be challenging to keep communication clear if you’re talking to your team members on multiple platforms. When information ends up scattered across multiple places, it’s harder for everyone to follow the conversation and refer to important information easily.
Thankfully, internal communication systems that consolidate information and eliminate clutter have become more common over the past few years. So whether you and your firm are looking for a virtual space where you can just talk, or something that provides more structure by team or project, there’s something out there for you regardless of your needs.
Here are some of today's most popular and versatile internal communication tools you can use with your staff.
Slack focuses on messaging and the ability to customize your virtual work environment to your needs. Slack revamped its user interface in 2020 to make it more straightforward for new users, and was acquired by Salesforce in 2021. As an example of the kind of traffic that Slack can handle, all 380,000 of IBM’s employees - Slack and Salesforce’s parent company - use Slack for internal communication.
Slack allows you to organize your communications by topics in what they call Channels. Slack also includes video and voice call capabilities, as well as messaging and Slack Connect, which allows you to connect with other companies you may be working with who also use Slack. For example, if you’re working with a long-term corporate client, or an outsourced paralegal, you can invite them to one of your Channels if they’re also on Slack.
You can see a more detailed breakdown of its features on their website and follow their five tips to get started to see if Slack is right for you and your firm.
If you use Microsoft Outlook to host your immigration law firm’s email account, you may already be familiar with Microsoft Teams. But if you don’t, or if you simply haven’t used Microsoft Teams yet, it’s a bit like Zoom and Slack together in one place.
For example, in addition to video conferencing and text chatting, Teams also lets you and your firm employees work and share files during meetings, save those files with encryption technology, and automatically upload them to the cloud so they can be available across devices from anywhere.
In some of the paid versions of Teams, which you get access to with a Microsoft 365 plan, you also get a transcript of the meeting for future review or to share with someone who may not have been able to join.
(If you’re interested in transcription services more generally, check out our blog post on the topic!).
Microsoft Teams is free to try out with a corporate or consumer email account. Teams meetings allow up to 100 people, which gives you a lot of room to try out the features with your collaborators.
Don’t be fooled by the name. Google Chat is not your typical instant messaging service. The revamp of G Suite into Google Workspace brought new features to Google Chat to make it a more comprehensive internal collaboration tool. If your firm is already using Google Workspace, Google Chat may be an easy fit for you and your team.
Some of the things you can do in Google Chat, beyond sending and receiving messages, include building chat rooms for specific teams to work together (similar to the Slack Channels), sharing documents (similar to Microsoft Teams), delivering presentations and video conferencing, and sharing files from Google Drive.
Google Chats allows you to invite up to 250 people to a video conference, and creates a link on Google Meet from Chats which simplifies the process of joining the meet. To get started trying Google Chat, first check what kind of Google Workspace plan you have to see how Chat features you already have included. But know that if you have Google Workspace, you already have Chat!
Discord describes its mission as “making it easier for you to talk regularly with the people you care about.” With a focus on video, voice, and text, Discord allows you to create topic-based channels where you can connect with your team members. One of the best features of Discord is that you can use video and voice without having to set up a link specifically for that purpose. In early 2021, Discord also added Stage Channels, which allows users to broadcast audio to other listeners, as opposed to everyone being able to talk.
Discord became popular through online gamers when it first launched six years ago. During the pandemic, people with different interests started using Discord’s “servers,” which are basically chat rooms similar to Slack’s Channels. Discord prides itself on its open environment and considers itself simply “a place to talk”.
One example of how to use Discord for internal communications is creating a server for Adjustment of Status case discussions, another for Citizenship discussions, etc. if you practice family-based immigration. You can do something similar on the employment-based immigration side too. Asking a team member to moderate is a great way to give others responsibility and evaluate their leadership skills if your firm is growing.
If you’re running a fully virtual firm, Discord could be a creative and next-generation way to collaborate with your team members while you’re all in different spaces, especially if you have a fully remote practice and never really see each other in person.
You may already have WhatsApp or use it to chat with your friends and family, share pictures or documents, send voice notes, make video calls, or use group chat. All these features from the “personal” WhatsApp version are also part of WhatsApp for Business.
WhatsApp can be used either on your desktop or your phone, and uses your internet connection instead of your cell phone plan, regardless of your location. Conversations and group chats can also be synced across devices, so you have access to the same conversations no matter how you log in.
Installing and using WhatsApp is free. WhatsApp also uses end-to-end encryption so that the only people with access to a conversation are the people in it.
Almost all of the tools we’ve highlighted above are owned by large companies, which for some people raise privacy concerns or the like. Enter Signal. Signal is a 501(c)(3) nonprofit, and was born from a desire to create a communication platform that’s independent of “Big Tech” and keeps privacy at the forefront of their service.
Similar to other communication platforms, you can send messages, videos, photos, and voice notes using Signal, whether with one person, or multiple people in a group. Signal uses an internet or data connection to operate, so a phone plan is not needed. Best of all, Signal is free to use and available to download anywhere in the world, and you can feel like a little bit of a tech rebel using it.
Regardless of the communication platform you choose, Docketwise is the case and form management platform for you. With Docketwise, you can streamline your immigration casework so you can focus on what’s most important: ensuring every step of your client’s immigration timeline is successfully completed.
From a full library of immigration forms to client questionnaires in multiple languages to an industry-leading set of API integrations, we help you stay up to date on all your cases, communicate easily with your clients, and otherwise build and manage your firm.
If you want to learn more about Docketwise, schedule a demo at the link below, or sign up for our Immigration Briefings newsletter for daily and weekly immigration updates!
Even with the pandemic entering a different stage thanks to vaccines, virtual consultations haven’t gone away entirely. And as the world starts to open up, and as many immigration lawyers are adopting a [virtual immigration practice]...
In March 2020, COVID shut down US workspaces, including immigration law offices. Thousands of immigration attorneys suddenly had to figure out how to work remotely and were forced to start taking virtual consultations.
Even with the pandemic entering a different stage thanks to vaccines, virtual consultations haven’t gone away entirely. And as the world starts to open up, and as many immigration lawyers are adopting a virtual immigration practice, immigration lawyers are now wondering: Should I just make all my consultations virtual?
Let's run through the many pros of taking virtual consultations, and balance that out with some of the cons.
There are a number of reasons that immigration lawyers continue to take virtual consultations, whether temporarily or permanently.
Even though hundreds of millions of people have received a COVID vaccine, many lawyers still want to minimize contact with other people when it isn't essential. Now that we are also seeing the spread of more contagious variants that infect the vaccinated (what are called “breakthrough” infections), you may want to continue keeping yourself and your clients as safe as possible by holding virtual consultations. Maintaining virtual-only consultations also creates a routine for you and your potential clients that requires little to no adjustment should your area return to the more stringent restrictions of last spring, as we are seeing in different parts of the world.
Given that immigration law is a federal practice and immigration lawyers can take clients from anywhere in the US, virtual consultations make it easier for lawyers to accept and retain clients who aren't necessarily in their area. This can help you expand your practice, especially if you’re a family-based immigration attorney used to relying on local residents.
Many attorneys have stated that when prospective clients take the trip to meet in person, they tend to come with a lot more questions and have been known to overextend their stay. In this instance, short of kicking a prospective client out of your office, this results in longer consultations which can disrupt your schedule and get in the way of other work. With a virtual consultation, it’s easier to stay on schedule, and the prospective client may feel less inclined to keep asking questions since they didn’t have to make a physical trip to your office. Plus, you can even require an online form for the potential client to fill out to describe their specific issue ahead of time so you can go straight to the issue during your virtual consultation.
Having access to any information or documentation electronically, ahead of time, for a virtual consultation means you don't have to shuffle through and make sense of paperwork, on the spot, during the consultation. Instead, you can review them on your own time and before the meeting and then focus on the main issue. You can also save time by sending documents that need to be signed virtually ahead of time and have your clients sign electronically using a service like DocuSign or HelloSign.
Whether you quickly learn that you don't handle the kind of case the prospective client has, if they're clearly just trying to get free advice, or if for some other reason you can't help, cutting a phone call short, especially if it's a free consultation, is easier than cutting someone off who has taken the time and effort to physically come to your office. With a virtual consultation you can easily save both your and their time without coming off as rude or short.
If you're not meeting prospective clients in person and instead are taking virtual consultations, you can dress more comfortably or casually at work. Sure you may want to throw on a professional top during the consultation, but that means you can wear jeans, or even sweatpants or pajamas on the bottom and continue to do great work, and no one will be the wiser. This can also help you move between activities such as a school run or tending to a pet more easily without a full change of clothes or shoes.
For immigration lawyers who charge for consultations, some charge more for in-person ones than virtual ones. Many immigration lawyers have shared that this has several benefits. First, by offering a lower-cost virtual version, the higher price of in-person consults pushes more prospective clients to go virtual. Second, for those prospective clients who insist on still coming in person, you can make a bit more money from the additional effort and have that as a revenue source even if not every consult turns into a full client.
Despite all the pros, there are always some counterbalancing factors. Here are some potential cons to consider when thinking about whether or not to move to solely virtual consultations.
If you work with individuals who don't have access to a computer or smartphone, might be less tech-savvy, or otherwise unable to use tools like Zoom or Skype, virtual consultations may turn these individuals away. So depending on your niche, you may still want to consider in-person consultations, depending on the case or type of client you’re looking for.
In person it's easier to pick up nonverbal cues that can indicate whether you should dive deeper into a certain aspect of a prospective client's comment or, on the flip side, if it looks like they aren't interested in you or your service but you want to convince them to work with you. If you don't have in-person meetings, you lose out on some of the cues that you could pick up in person that might help you lock in a client or make a stronger case.
Talking to a prospective client in person forces you off your computer screen for 30 or 60 minutes which can be, for some, a welcome break. Working in front of the computer all day may not be for everyone: working remotely for extended periods of time may also increase your levels of stress, anxiety, and social isolation, although the evidence is still not conclusive.
Whether you decide to only take virtual consultations or go back to seeing at least some prospective clients in person, ensuring that you have the best case management platform is key.
With Docketwise, you can streamline your immigration casework so you can focus on what’s most important: supporting your clients.
From a full library of immigration forms to client questionnaires in multiple languages to an industry-leading set of API integrations, we help you stay up to date on all your cases, communicate easily with your clients, and otherwise build and manage your firm.
If you want to learn more about Docketwise, schedule a demo at the link below, or sign up for our Immigration Briefings newsletter for daily and weekly immigration updates!
If you’re thinking about staying fully remote or even partially remote, setting up the right remote work environment is the key to success. This article discusses the merits of running a remote law firm and some tools and processes to explore if...
The COVID-19 pandemic launched millions of professionals around the world into the world of remote work, and with that came a long-overdue remote work revolution for the legal industry. Many lawyers and legal professionals that may have not considered the possibility to work remotely were suddenly forced to do so, and, as a consequence, realized that practicing law remotely may not be that far-fetched of an idea.
And while it’s still up in the air to what extent lawyers and law firms more generally will continue to be fully remote, it's important for lawyers, especially immigration lawyers, to know HOW to practice remotely.
Why especially immigration law firms?
Given that immigration is a federal practice, it’s already the case that immigration law firms take cases from all over the country. Many lawyers who practice entirely in the field of immigration actually have their office in, or make appearances in, state(s) other than that in which they are licensed. Moreover, there are a number of US immigration lawyers practicing US immigration law from locations abroad. Nevertheless, despite rarely, if ever, seeing many of their clients in person, most immigration lawyers were historically working out of physical offices. It was a situation that begged the question whether the business could be done remotely.
Now, even as some lawyers go back into the office, if you’re thinking about staying fully remote or even partially remote, setting up the right remote work environment is the key to success.
This article discusses the merits of running a remote law firm and some tools and processes to explore if you want to do so successfully.
Let’s dive in.
What legal professionals have noticed thanks to the experience of working virtually during the pandemic is that there are benefits to a remote practice that are worth considering.
Thanks to the growth in tools and tech to streamline legal work, the work of legal professionals has become more location-flexible than ever. If working from anywhere is something that you have learned to enjoy during the past year and a half, going fully remote can be an attractive option.
Unless your state requires you to have a physical space to practice (check your state bar rules), the most obvious cost reduction when you go remote is not having to pay for permanent office space and equipment. Going remote also allows you to reduce costs in support staff by outsourcing to professionals such as virtual paralegals and receptionists.
Hiring in the immigration space has always been a national exercise since a licensed attorney in any state can practice immigration in any other state. However, not all attorneys are willing to move. Having a remote practice means you can hire from anywhere in the country without asking the candidate to move to wherever you’re located. This makes it easier to find the right candidate and eliminates the cost of relocation.
If the above benefits sound interesting to you, great. But how do you actually make a virtual immigration law practice work? In other words, what tools or processes should you consider or adopt to succeed in a remote environment?
For immigration lawyers who are looking to go remote, especially those starting their own firms, let’s go through some of the most important things you’ll need for success.
At the end of the day, if your remote law firm is going to be successful, you need the right tools, processes and mindset to work in a remote environment. Your firm’s cases should be accessible everywhere and to everyone via a cloud-based platform. That’s why it’s important to have a robust all-in-one immigration case management platform.
And that’s what we’re building at Docketwise.
Our main goal at Docketwise is to help immigration lawyers do what they do best - focus on doing great work for their clients while knowing that the rest of their practice is streamlined, automated and digitized. Docketwise can help you streamline and digitize your practice so that you can spend more of your time applying your legal knowledge to achieve the most positive outcome possible for your immigration law clients.
If you want to learn more about how Docketwise can help you streamline your practice — from client questionnaires to form-filling to case management and more — schedule a demo to talk to one of our team members.
And don’t forget to sign up for our Immigration Briefings newsletter for daily and weekly immigration updates!
After many months of hard work, we're thrilled to announce the launch of Smart Forms 3.0 with Packet Assembly. Smart Forms 3.0 is a giant leap forward for immigration form preparation and was built upon our core tenets: Collaboration, Simplicity and Accessibility....
After many months of hard work, we're thrilled to announce the launch of Smart Forms 3.0 with Packet Assembly. Smart Forms 3.0 is a giant leap forward for immigration form preparation and was built on our core tenets: Collaboration, Simplicity and Accessibility.
My co-founder James and I designed Docketwise's Smart Forms 1.0 six years ago after James helped me with my green card application.
At the time, it was common for attorneys to hand their clients a questionnaire to complete. The attorney (or paralegal) would then enter the data on the questionnaire either into their immigration software or directly onto the forms.
This double entry seemed like a waste of time. Our core idea was to enable attorneys and clients to collaborate together to prepare immigration applications faster than if they worked on them apart.
Our team accomplished this with a simple online intake that attorneys could share with their clients to enter the information needed for the application. While simple on its face, we built the intake on top of a powerful algorithm that determined exactly which constellation of forms were required for the application and then automatically prepared the full packet based on answers to the intake.
Over the past six years we’ve continued adding superpowers to our Smart Forms. A few highlights I’m especially proud of include:
With SmartForms 3.0 we shifted our focus from the process of preparing the intake to the finished product our users submit to USCIS:
We’re so excited for the thousands of law firms powered by Docketwise to begin using Smart Forms 3.0. Meanwhile, we’re hard at work on the next set of innovations. 🚀
Sincerely,
Jeremy Peskin
CEO @ Docketwise
If you’re just starting your own immigration law firm and can’t keep up with case work, or want to simply get more help so that you can spend less time on case preparation and other administrative tasks... Consider hiring a virtual immigration paralegal to augment your staff....
If you’re just starting your own immigration law firm and can’t keep up with case work, or want to simply get more help so that you can spend less time on case preparation and other administrative tasks, you might be thinking of hiring an immigration paralegal. But for many, hiring and managing a full-time, in-house paralegal may not be feasible financially, or may not be needed on a full-time basis. The solution? Consider hiring a virtual immigration paralegal to augment your staff.
Just like with receptionist tasks, which can be outsourced to a virtual receptionist, paralegal and other administrative case work can be outsourced. These tasks may include data collection, research, interviews, and drafting documents or reviewing forms related to your clients’ cases.
So let’s dive into what a virtual immigration paralegal is, how working with a virtual paralegal can benefit your immigration law firm, and a few specific virtual immigration paralegal companies, and broader immigration support services you can look at.
A virtual paralegal, is a paralegal that provides paralegal services remotely and often, though not always, as a contractor or outsourced service rather than as a full-time staff member. So, while a virtual immigration paralegal can be a full-time staff member who is simply working remotely, this article is going to focus on companies that provide part-time or as-needed immigration paralegal services remotely.
And in case you’re just getting started on your journey as an attorney and looking to hire your first paralegal, note that depending on your state, paralegals may or may not need to be certified. Make sure you’re aware of your state’s guidelines before you hire anyone. If you’re ever in doubt about the rules concerning working with paralegals, make sure you review the model rules set by the American Bar Association.
One major benefit of hiring a virtual immigration paralegal is saving you time by removing the need to train and directly supervise a full-time employee. Instead, by delegating these tasks to an experienced virtual immigration paralegal, you can free up time to work on more substantial legal or business tasks, or to simply have more time for yourself and your loved ones.
Another benefit is reducing overhead cost. Hiring full-time staff can be expensive and, depending on where your practice is, not sustainable. Given that virtual immigration paralegals are contractors, work remotely, have their own computer setup and have their own benefits, you can get the help of a paralegal without the potentially unaffordable cost of a full-time employee.
Finally, hiring a virtual immigration paralegal gives you flexibility, since you’re only utilizing them when needed. For example, in the employment- based immigration context, certain periods of the year, like H-1B cap season, may be very high-volume in terms of administrative tasks and paperwork. Outsourcing those tasks to a virtual immigration paralegal can be incredibly helpful, especially if your firm is small. However, at times when your workload is manageable, or during times when you’re waiting on action from USCIS, you may not have a need for a paralegal. Working with a virtual immigration paralegal service gives you the flexibility to pay for paralegal support only during busy times only when they’re needed.
Now that we’ve discussed at least some of the benefits for a virtual immigration paralegal, here are a few such services to consider. But before we get to it, please note that Docketwise does not endorse or otherwise have any affiliation with any of the below companies - we are simply providing a non-exhaustive list of virtual immigration paralegal services for you to consider. Always do additional independent research before hiring any professional service!
With that, let’s dive in.
As we noted above, virtual immigration paralegal services can support immigration attorneys flexibly, affordably and skillfully. In these short reviews, we’re focusing on the types of services each of these firms offer so you can get an idea of whether they are a good fit for your firm.
There are more options out there, since this is an industry still in a growth phase, but here are four options to get you started.
You may be wondering whether there are other outsourced support services you could use to get additional help with non-paralegal work. If you’re looking for more general, legally-focused virtual assistants, check out our blog post on hiring a virtual assistant for your immigration law firm.
But if you’re looking for more specific back-office or secretarial support, here are just a few options to consider. And again, as mentioned above, always do additional independent research to see if these, or other services might fit your needs.
Our main goal is to help immigration lawyers do what they do best - keep track of their work in one place. Docketwise can help you streamline and digitize your practice, so that you can spend more of your time applying your legal knowledge to achieve the most positive outcome possible for your immigration law clients.
If you want to learn more about how Docketwise can help you streamline your practice — from client questionnaires to form-filling to case management and more — schedule a demo to talk to one of our team members.
And don’t forget to sign up for our Immigration Briefings newsletter for daily and weekly immigration updates!
This article will discuss how coworking spaces work and some pros and cons of coworking spaces, especially for immigration lawyers. We’ll go over how you, as an immigration lawyer, can use a coworking space to your...
Since COVID sent millions of professionals home, and as office space demand continues to remain lower than pre-pandemic, immigration lawyers who want to go back into an office environment without committing to a full-time, dedicated space, and who want to ensure COVID safety protocols, are increasingly looking to coworking spaces.
For a law firm that can’t or doesn’t want to support a long-term office lease, coworking spaces provide more flexible arrangements to access a space where you can meet with staff, clients, or both, but only as needed. And while it may seem like the concept of coworking spaces is new, it actually isn’t.
This article will discuss how coworking spaces work and some pros and cons of coworking spaces, especially for immigration lawyers. We’ll go over how you, as an immigration lawyer, can use a coworking space to your advantage for a more flexible office arrangement that gives you space to cultivate in-person interactions with your clients, staff, and colleagues.
Today, we associate coworking spaces with tech companies, freelancers, or startup founders. The concept of coworking has changed since it started in Germany in the mid-90s, and was mostly geared towards hackers. By the end of the 90s, the first space with flexible seating options for individuals and teams had opened in New York.
In 2005, coworking spaces became more mainstream when a startup entrepreneur from California named Brad Neuberg opened what is considered the first coworking space. His goal was to create a space where he and others could take advantage of the increased productivity that occurs when people collaborate, while maintaining the freedom to work on his own. If you’ve decided to take your practice fully remote, a coworking space could be a place to interact with other professionals and meet in person with your staff and your clients without keeping a permanent office you don’t need year round.
The coworking industry has grown so much that by 2012, there were over 2,000 established coworking spaces worldwide. By 2024, the number of coworking spaces around the world is expected to grow to over 40,000, through a combination of global franchises such as WeWork, and smaller franchises operating at the local level with a small number of locations in one country.
As a result of the pandemic, we are seeing traditional urban office spaces tinkering with providing co-working opportunities, as well as a rising number of coworking spaces, often set up by specific companies for their employees closer to the suburbs so people can enjoy shorter commutes.
So, after seeing the possibilities that a coworking space could offer, let’s look ahead and consider the advantages and disadvantages a coworking space could have for an immigration lawyer.
There are pros and cons to using a coworking space as an immigration lawyer that you should consider before looking around. Let’s get right into it:
Weighing these options, you can choose whether a co-working space is right for you. Here are a few of the bigger co-working spaces around the US and internationally, though check your area to see if there are local co-working spaces that might fit your needs better.
Wherever you decide to run your immigration practice, whether fully from home, at a traditional office, or somewhere in between at a coworking space, you need a cloud-based immigration case management platform to keep your practice safe, secure, and perhaps most importantly, mobile and flexible, just like you. With Docketwise, you can streamline your immigration casework so you can focus on what’s most important: supporting your clients, without worrying you left something at the office.
From a full library of immigration forms to client questionnaires in multiple languages to an industry-leading set of API integrations, we help you stay up to date on all your cases, communicate easily with your clients, and otherwise build and manage your firm.
If you want to learn more about Docketwise, schedule a demo at the link below, or sign up for our Immigration Briefings newsletter for daily and weekly immigration updates!
Think about the last time you called customer service: did you choose an option from the automated system, or did you try to get a real person to talk to? No matter how advanced technology becomes, people tend to find [personal...
When you’re first getting started with your immigration law firm, you may be able to handle the volume of calls you receive on your own. As your caseload grows and gets more complicated, administrative tasks like phone calls get incredibly time consuming. Remember, the most important asset you have is time. So, use it wisely by incorporating time-saving tools into your work whenever possible.
Think about the last time you called customer service: did you choose an option from the automated system, or did you try to get a real person to talk to? No matter how advanced technology becomes, people tend to find personal interactions more relatable and effective. A virtual receptionist is a way to personalize that first contact without delegating that task to a full-time, in-person team member.
Today we’ll cover the basics of remote receptionists, what to look for when you hire or outsource this service, and some existing remote receptionist services with experience serving law firms.
A virtual receptionist is exactly what it sounds like - someone who takes and redirects your calls, but doesn’t work in your office or is a direct employee. They specialize in managing your inbound calls, scheduling appointments, and addressing basic questions.
Because they’re the first line of contact with your immigration clients, there are some important characteristics you’ll want in your virtual receptionist:
One of the benefits of a virtual receptionist is that it makes that first contact between clients and your office more comfortable for clients since they’re not immediately thrust into a conversation with an attorney, which can be nerve-racking for some. Another advantage is that virtual receptionists have more flexible schedules, which means your immigration law firm’s phone can be open for longer than business hours.
There are many platforms that offer virtual receptionist services, and while your virtual receptionist may not have experience in immigration law per se, we’ve found three virtual receptionist companies that have experience providing this service for immigration law firms. We’ll go over them in order of how much human service you can get with them, starting with Ruby, which employs people for every remote receptionist position.
Ruby assigns a virtual receptionist to your immigration law firm, which starts every interaction with a personalized message. Your virtual receptionist will redirect each call according to your instructions when you set up the service, either by sending the call to a voicemail, taking a message, or transferring the call to you or another staff member. Ruby’s virtual receptionists can also address frequently asked questions, schedule appointments, or complete forms.
Ruby offers three types of plans:
Ruby offers a 21-day money back guarantee if you’re not happy with the service. Ruby is also associated with many state bar associations, which could save you some money, and integrate with some of the most popular tech tools lawyers use - check out our article on some of the best Tech and Tools for immigration lawyers.
Now, let’s move onto Smith.ai, which combines virtual receptionists with chat options.
Smith.ai offers answering client inquiries via phone, text messages, and Facebook Messenger. When a receptionist is not available, a chat option on your website can assist your clients. Smith.ai also follows up with potential clients that complete contact forms on your website by sending a text message or email to initiate contact. Smith.ai integrates with over 30 different software platforms, including a number of legal tech platforms, many of which are used by immigration lawyers.
Same as Ruby, Smith.ai offers virtual receptionist and live chat plans. Unlike Ruby, Smith.ai’s plans are calls-based and not minutes-based. So you’re billed per number of calls, no matter how long or short they are. Another important feature Smith.ai has is that its receptionists will call back leads from your website to establish contact with them and see how your firm can help them.
Similar to Smith.ai, Helpsquad provides around-the-clock managed chats, live chat and voice agents, and even a “do-it-yourself” option that allows you to set up and manage your website chat on your own. When it comes to assistance in the legal space, Helpsquad focuses on training its agents to provide answers to basic questions, so your potential clients have enough information before talking to you.
You get a set number of chats and FAQs for a flat monthly fee. If your immigration law firm has more specific needs and you need a customized solution, that’s possible too. To try Helpsquad for yourself, you can start with a 14-day free trial.
An immigration lawyer’s answer to the time-consuming tasks of customer service, YoTengo,Bot focuses on asking the right questions to determine whether potential clients are a good fit for your firm, and get them connected to a specialized lawyer as soon as possible. YoTengo can also answer common initial questions clients have so that by the time you onboard a client, you can get right to the case at hand. Impressively, despite being a chatbot, YoTengo is bilingual, and understands both English and Spanish text.
YoTengo’s Starter plan works on websites, Facebook, Facebook Messenger, and Whatsapp. The Professional Plan makes the bot available on Google My Business as well. YoTengo is also integrated with Docketwise, making it even easier to transfer leads from YoTengo’s platform to your Docketwise CRM.
All of YoTengo’s plans include unlimited conversations and are based on monthly active contacts, with an option to add additional active contacts for a few cents. Thanks to the bot’s artificial intelligence and natural language processing, the longer it talks with your prospective clients, the more it knows about immigration law to help existing and future prospects even more effectively.
All of these services include:
The ultimate advantage of a remote receptionist is the help they provide in customer service management and retention.
If you’re still reading this article, you’re probably looking to further streamline your immigration law firm with a virtual receptionist. Whether you decide to go with a live receptionist, a pure chatbot feature or some combination of the two, trying new tools and constantly innovating your firm’s processes will lead you in the right direction.
If you want to learn more about how Docketwise can help you streamline and digitize other parts of your practice — from client questionnaires to form-filling to case management and more — schedule a demo to talk to one of our team members.
And don’t forget to sign up for our Immigration Briefings newsletter for daily and weekly immigration updates!
Client calls and meetings are part of the job for an immigration lawyer. But taking notes manually, whether by hand or on the computer, can be inefficient. You have to type or write while the client is talking, likely losing some of what they say and also not being fully present in the conversation...
Client calls and meetings are part of the job for an immigration lawyer. But taking notes manually, whether by hand or on the computer, can be inefficient. You have to type or write while the client is talking, likely losing some of what they say and also not being fully present in the conversation. Luckily, there is an easy solution: using note-taking or transcription software.
Using technology to automate note-taking takes an important administrative task from tedious and inefficient to more streamlined, helping you save time while giving your clients the full attention they need. And thanks to the advances in artificial intelligence (AI), these tools just keep getting better and better.
So let’s take a look at three of the top tech tools that automate note-taking for immigration lawyers. Let’s start with one of the biggest transcription companies, Rev.
Rev offers transcription services powered by humans and AI for audio, video, and MP3 files. Rev is also a major captioning and subtitles provider, with captioning for video and YouTube, and foreign language subtitles in 15 languages.
Rev provides a variety of services:
The next two transcription services are different from Rev in that they are entirely software-based. The first one is Otter.
Unlike Rev, Otter doesn’t require you to separately record your meeting and manually upload it to receive a transcript. Instead, by syncing Otter to your calendar and choosing what meetings it joins, Otter automatically records and transcribes your conversation so you don’t have to worry about taking down notes during client or team meetings.
Otter provides real-time transcription during the meeting as well, as well as the ability to review your transcription from any device, and while Otter previously only integrated with Zoom, you can now integrate Otter with other popular virtual meeting platforms like Google Meet and Cisco Webex. Otter also has a mobile app you can use to access, edit, and share transcripts with your team.
Otter’s software connects with your calendar, automatically joins meetings you invite it to, records them and then sends you a transcript of the meeting automatically shortly after it’s over. Otter pulls keywords from your transcripts to help you find emerging patterns in your conversations, breaks down speakers by person, and provides other data-driven insights.
One particularly near feature allows you to see a live transcript of the meeting in real time, kind of like closed-captioning, except that you can scroll back through it and read along at your own pace while still in the live meeting.
The final transcription service we’re looking at is Fireflies, which is similar to Otter in that it joins your live meetings, records them, and provides a transcription, but with a few nuanced differences. Let’s take a look.
Think about Fireflies.ai as another team member joining your meeting. In fact, the Fireflies bot joining your meetings to transcribe has a name- Fred. Fred is in charge of taking notes, so you can focus on the conversation you’re having. Much like Otter, Fireflies doesn’t need you to independently record your client or team meetings and then upload them to get a transcript (though it does have that capability).
Fireflies.ai captures conversations with close to 90% accuracy, according to their website. Just make sure you invite “Fred” to the meeting and Fred will take care of the transcript. Let’s look at what options Fireflies gives you:
Regardless of your firm’s transcription needs and which of the above tools you choose, it’s clear that leveraging the right technology can help your immigration law firm become more efficient and effective across the board. The same goes for your case management, immigration forms, CRM, billing and more. That’s where Docketwise comes in.
Docketwise can help you streamline and digitize your immigration law practice so that you can spend more of your time building and supporting your clients, marketing your firm, and building the practice of your dreams.
To learn more about Docketwise and see if it’s right for your firm, schedule a demo to talk to one of our team members, or sign up for our Immigration Briefings newsletter for daily and weekly immigration updates!
As the war for talent rages on, more and more employers are looking abroad to find skilled workers to fill job openings. As a result, employment-based immigration lawyers have been in high demand, and new lawyers are entering the space to...
As the war for talent rages on, more and more employers are looking abroad to find skilled workers to fill job openings. As a result, employment-based immigration lawyers have been in high demand, and new lawyers are entering the space to help meet that demand. We recently wrote about how to build a successful family-based immigration law firm, so with this article, let’s dig into the fundamentals of how to run a successful employment-based immigration law firm.
This blog post is based on a webinar we recently recorded on this topic with Ron Matten and Sameer Khedekar. Matten is an immigration lawyer who started his career as a mechanical engineer, went on to practice immigration law at several large firms, and recently launched a boutique employment-based immigration law firm — Matten Law — in Los Angeles. Khedekar was a partner at a leading San Francisco-based immigration law firm, and is now Founder and Managing Attorney of Banyan, an immigration law firm that helps both companies and employees through the US immigration process.
So let’s dive into the basics of acquiring both individual and corporate clients for an employment-based immigration law firm.
Before you strategize how to get clients, decide what kind of clients you want to work with. Think about it as a niche within a niche: within employment-based immigration law, there are multiple specializations you could take, so stick to what’s aligned with your values, your goals, and your preferences.
Your niche within business immigration lies at the intersection of:
Once you’ve identified your niche, turn your attention to finding clients within that niche. Acquiring business immigration clients is not unlike acquiring clients in other areas of immigration law — trust and building relationships through professional networking are crucial. If you’re stepping away from a bigger firm, and if you don’t have any clients coming with you, you may be able to work with that law firm down the line via referral or as co-counsel. This is an example of why it’s important to keep your professional relationships in good standing — don’t burn bridges!
If you want to work in a high-volume environment, invest time in getting to know the decision makers within companies that need high volume immigration services. Joining industry-based professional organizations, HR associations or other business groups can open opportunities for speaking engagements and networking events which, in turn, can lead to client introductions.
Khedekar gauges that acquiring clients in the employment-based immigration space is about “90% relationship-based”, and a lot of it rides on the perception your clients have about the quality of your work. Khedekar admits, “it will be rocky at first,” but it’s all about building momentum, one client at a time.
Finally, don’t underestimate your clients’ networks and the potential for referrals there as well. For example, start-up founders need to build strong professional networks by necessity, and are happy to refer your services to others.
If you’re pursuing corporate, high-volume clients, it’s important that you think about whether and how your law firm can support those clients. As you read above, working with high volume clients circles back to trust: is the client confident that choosing you as a lawyer is the right decision? Do they trust that you’ll be able to handle their complexity and volume?
The answers to these questions often hinge on your law firm’s technological capabilities.
Your law firm’s tech has to meet the standards of your corporate clients’ or prospects’ HR departments, often because in-house HR departments typically have their own complex talent acquisition and HR systems, and so they want an immigration law firm that’s on their level. In some cases, it’s because they’re looking for integrations. In other cases, they want to know that you have the systems and processes to dependably handle their volume.
Let’s talk about two kinds of systems that you may want to have tech solutions for to satisfy higher volume clients.
Immigration case management software should be the cornerstone of your tech tool lineup. The platform you use needs to provide as much visibility as possible to your corporate clients, as well as a modern-feeling experience. Ideally, this should be a system that lets applicants visually track their case status, upload documents easily, and determine what tasks need to be done for each case. Other valuable functionality could include the ability for the client’s HR manager to run reports on their client portal and sign documents electronically.
One of the most practical (and important) functions of a case management system is to help you track data across your law firm, which, incidentally, can help you generate more business. For example, the best case management platforms can show you when a client’s status is expiring and will prompt you to reach out to them about initiating an extension of status application.
Business immigration cases often have extended timelines, involve multiple filings, and thus plenty of fees. Being able to track those small details is very important to higher volume clients, because they often don’t have the time or bandwidth to track all such complicated invoicing themselves and rely on their outside immigration counsel to handle it.
There may also be some differences in how you handle invoicing with higher volume clients as opposed to smaller individual clients. For example, you might have to advance government filing fees for your clients so that the filing of applications and petitions are not delayed by waiting for the client to cut checks for these fees. You may have to pay the filing fees yourself and then bill your client.
Higher volume clients may also expect flexible invoicing. Many high volume immigration clients may want invoices that are compatible with their systems, or be given longer timelines to settle invoices, which means you may not get paid right away. You’ll need to balance how long it will take to get paid with the value the client brings to your firm.
Supporting employment-based individual and corporate immigration clients in achieving their objectives is what you do, but that’s not all you have to do. Running a successful employment-based immigration law firm requires strategies that will save you time and money, reduce confusing processes and empower you and your team to do what they do best.
Enter Docketwise
Docketwise has a full suite of tools for employment-based immigration law firms, including all required immigration forms, a robust immigration case management platform, and a client relationship management interface to manage your corporate clients, big or small. Docketwise can help you streamline and digitize your practice so that you can spend more of your time building and supporting your clients, marketing your firm, and keeping up with all the new work coming your way
From a full library of immigration forms to client questionnaires in multiple languages to an industry-leading set of API integrations, we help you stay up to date on all your cases, communicate easily with your clients, and otherwise build and manage your firm. If you want to learn more about Docketwise, schedule a demo at the link below, or sign up for our Immigration Briefings newsletter for daily and weekly immigration updates!