Send a checklist for passports, civil documents, and supporting evidence. Clients upload from a phone without creating an account. You track every case in one place.
$7.99/month flat · unlimited clients · no client login required
Immigration filings are document-heavy in a way few other practice areas are: a single petition can require twenty separate items, several of them originating from another country, several needing certified translation. Clients frequently don't know what a birth certificate long-form looks like or which page of a passport matters. A checklist that names each item explicitly — and shows what's still outstanding — replaces a long sequence of clarifying emails, and does it in a workflow clients can complete from a phone.
Use this as a starting template — in ClientBrief you save it once and send it to every client, rather than retyping it into a new email each time.
Build one checklist per petition type so each case starts with the full requirement visible rather than discovered incrementally. Name each item precisely — 'passport biographic page', not 'passport' — because ambiguity is what generates the follow-up emails. Clients upload from a phone without registering, which matters when documents arrive by post from abroad and are photographed on arrival. The status view shows which cases are waiting on a translation versus waiting on the client, so follow-up goes to the right place.
What documents are usually needed for a family-based petition?
Typically passport biographic pages, long-form birth certificates with certified translations, marriage certificates and any prior divorce decrees, the most recent I-94, prior approval notices, photographs to current specification, and evidence of the qualifying relationship. Affidavit of support cases add tax returns and employment verification. This is general information, not legal advice — requirements depend on the specific filing.
How do I handle documents that need translation?
List the translation as its own checklist item alongside the original document, so the client sees both requirements at the same time. Translation requirements discovered after the original arrives are one of the most common causes of avoidable delay.
Can clients upload from a phone?
Yes, without creating an account. That's important in immigration work specifically — clients often photograph documents that arrived by mail from abroad, sometimes on a phone that's their only device.
Is it secure enough for identity documents?
Uploads are encrypted in transit rather than sent as email attachments. ClientBrief also deletes uploaded files seven days after an engagement is marked complete, which limits how long passport and civil document copies persist anywhere in your systems.
Can I run separate checklists for different petition types?
Yes — unlimited checklists are included, so most firms maintain distinct templates for family-based petitions, employment-based petitions, adjustment of status, and naturalization rather than editing one generic list per case.
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Last updated August 2026 · See all industries