Immigration case management
Docket Build + Docketwise
The most common immigration case management system in boutique practice.
- Setup time
- ~8 min
- Direction
- Two-way
- Objects synced
- 6
- Data flows
- 6
How it works
Pull matter data, beneficiary details and client-uploaded documents straight out of Docketwise, assemble the exhibit packet in Docket Build, and push the finished binder, index and cover letter back onto the matter file without a single manual download.
Data flows
- Docketwise → Docket Build
Matter & beneficiary record
Petitioner, beneficiary, visa category, filing deadline, responsible attorney
- Docketwise → Docket Build
Client documents
Everything uploaded to the Docketwise smart form and client portal
- Docketwise → Docket Build
Draft forms
I-129, I-140, I-485 and G-28 field values for consistency checking
- Docket Build → Docketwise
Assembled packet
Bates-stamped binder, two-tier index and tab dividers as matter documents
- Docket Build → Docketwise
Cover letter draft
Editable DOCX plus flattened PDF filed to the matter
- Docket Build → Docketwise
Discrepancy report
Form-to-exhibit mismatches posted as a matter note for attorney review
What starts an assembly
- New document uploaded to a Docketwise matter
- Matter stage moves to 'Ready for assembly'
- Smart form marked complete by the client
- Manual assemble action from the Docket Build matter panel
Docketwise specifics.
No. Docket Build reads draft form values for cross-checking and never writes back to a form field. Only documents and matter notes are written.
Also in this category
Immigration case management
All connectors →
Start free trial
Stop losing flat-fee profit to manual PDF formatting.
Upload one messy client folder. Get back an audit-ready, Bates-stamped exhibit packet with a two-tier index and a matched cover letter — in about three minutes.
14-day free production trial · no card · real matters · no watermark
Software for licensed attorneys. Not legal advice.