Build the filing package in minutes, not hours.

Collect, organize and draft from the case file, with AI doing the heavy lifting and people making the calls.

• Microsoft Word add-in

  The same AI and the same case documents, right inside the editor your attorneys already use.

• AI document generator

  Draft letters, briefs and petitions from the case file with playbooks and tracked changes, then send for client review and signature.

• AI document classifier

  Drop in a pile of documents: each one gets a clear name, lands in the right folder and has its key data pulled out.

• Extracted data

  Names, dates and numbers from every document in one table you can filter and check.

• Questionnaires

  Adapt to each person on the case, fill themselves from the documents already uploaded and keep a record of every change.

• Profile details

  Every answer about the client on one page, laid out for people to read.

• Document manager

  Folders, preview and upload in one screen. Files arrive as PDFs, organized and ready to use.

• Document repository

  The client's originals in one place, reused on every case they open with you.

• Document checklist

  Clients see exactly what is missing and upload each document where it belongs, with every review on record.

• Case agents (AI)Add-on

  Review documents, update checklists and prepare drafts in the background. Nothing happens without your approval.

From the first USCIS form to the package in the mail, and every status after it.

• USCIS smart forms

  Each form starts filled in from what the case already knows, warns before an edition expires and collects approval and signature.

• USCIS case status

  Every receipt refreshed automatically and kept as a timeline, with the priority date against the Visa Bulletin.

• Filing package assembly

  Arrange exhibits and tabs, generate cover pages and page stamps, and export one clean PDF ready to file.

• Filing tracker

  Log each submission with its proof and follow FedEx scans without leaving the case.

• Certified translation workflowAdd-on

  Send documents to your agency, compare quotes, get the client's approval and receive the translations back into the case.

• ICM Sign: e-signatureAdd-on

  Signers in the order you need, a sealed PDF, a full audit trail and a certificate anyone can verify.

Every case runs a workflow built for its immigration service, with tasks, notes and conversations kept inside it.

• Tasks and responsibilities

  Always know whose move it is: who holds each task, when it is due and how it got there.

• Case notes

  Internal notes that stay internal, with assignees, due dates, threads and reusable standard notes.

• Case conversations

  Talk about the case inside the case, with replies, pins, search, read receipts and edit history.

• Case metrics

  The health of the case at a glance, one click from any number to the work behind it.

• Case registry

  The essentials of the case and its full status history in one view.

• Milestones and progress report

  Milestones update as the work moves, and a one-click PDF tells the story of the case.

• People on the case

  Families, not just applicants: add each person once and collect what each one needs to provide.

• Optional steps

  One workflow, adjusted to each case: turn optional steps on or off without rebuilding anything.

• Access per tool

  Decide tool by tool what the client sees and which staff can use it.

• Case lifecycle

  Pause, archive or reopen with a click, and start a returning client's new case with what you already know.

For owners, managers and the team: the whole firm on one screen, with each person seeing what their role needs.

• Dashboard

  Start the day knowing what needs you: deadlines, workload and what is waiting on your team.

• My tasks and my cases

  Each person opens to their own priorities and their own cases, not the whole firm's.

• Cases

  Every case as a list or a board: filter, assign and see where each one stands without opening it.

• USCIS reports

  A digest of what changed at USCIS after every automatic refresh, so no update goes unnoticed.

• Inbox

  Every client conversation in one inbox, each one still tied to its case.

• Announcements

  Tell every client at once, whether it is a policy change, a holiday schedule or firm news.

• Clients and staff

  Every client with their cases and portal access, and every team member with the right access from day one.

• Teams and permission profiles

  Set up departments, teams and roles once, and access follows each person automatically.

• Firm standards

  Checklists, task templates, automatic reminders and drafting playbooks make every case start like your best one.

• Your brand, your domain

  Clients log in on your domain, see your logo and colors, and receive emails from your address.

• Client billingAdd-on

  Contracts, installments, invoices and payments tied to each client, next to your subscription and AI usage.

• CRM and sales pipelineAdd-on

  Capture leads, move them through calls, meetings and proposals, and open the case the moment the client pays.

• AI lead assessmentAdd-on

  Visitors upload a CV and get a preliminary read of their profile, so your team starts every call ahead.

• Satisfaction and referralsAdd-on

  Surveys at key moments of the case, and a referral link so happy clients bring the next one.

• Support

  Help from the ICM team, one click from any screen.

A clear view of the case, on the web and on the phone, with nothing to decode.

• Mobile app (iOS, Android coming soon)

  The case in the client's pocket: scan documents with the camera, answer messages and follow progress.

• Client dashboard

  Clients see what is waiting on them the moment they log in, so fewer "what do I do next?" emails reach your team.

• One to-do list

  Every document and every step waiting on the client, across all their cases.

• My cases

  Clients answer, upload, review and sign in one place, and always know where things stand.

• In their own language

  News from the firm, a portal in English, Portuguese or Spanish, and help when they need it.

• Branded, secure login

  Clients log in on your brand, with two-step verification that stays simple.

• SignaturesAdd-on

  Sign from anywhere and keep a copy of everything signed.

• Invoices and contractsAdd-on

  Invoices, contracts and payment dates, clear and in one place.

The translation agency works inside ICM Desk, with no account to create. Part of the Document Translation add-on.Add-on

• Access without an account

  A private link, a password and a one-time code: secure access in seconds.

• Team access

  The whole agency team works on the job, under the firm's control.

• Documents workspace

  Everything to translate, previewed and downloadable in one place.

• Upload and delivery

  Finished files match themselves to the originals, and one click tells the firm the job is done.

• Quotes

  Quote, get approved and see payment confirmed, next to the work.

• AI translation draft

  Start from a draft, not a blank page. The translator reviews and approves every word.

• Discussions

  Questions about a document are answered next to the document.

What holds it all together, in every portal.

• AI throughout, under your control

  Classification, pre-fill, drafting, agents and translation drafts, with your team approving every result.

• Three languages

  English, Spanish and Portuguese in every portal, chosen by each user.

• White label

  Your clients see your firm, from the login screen to the email in their inbox. A branded app is available on request.

• Notifications

  The right people hear about the right changes, in the app, by email and by push.

• Security

  Each firm's data kept separate at the database level, a second step on every login and audit trails on key actions.

• Ready on day one

  A catalog of immigration services with ready-made workflows, a USCIS form library and Visa Bulletin data.