Single law-firm access at launch
Each firm gets a clear access point for submitting matters, seeing active case status, and reviewing requested information.
Portal
A secure client portal for law-firm intake and case visibility.
The Proximate portal is designed to reduce intake friction: submit a case, upload the source files, track the stage, and see what Proximate needs next.
CSV and secure file intake
Firms can upload case lists or supporting files so Proximate can start intake without scattered email threads.
Editable case stages
The launch workflow uses five editable stages from intake through completed handoff, giving firms a simple operating view.
Visible receipts
Major movements, blockers, and handoffs leave a record so firm owners can see what changed and why.
Intake options
The portal is built for the way law firms actually send work.
CSV case list
Bulk matter uploads for firms moving multiple cases into Proximate at once.
Secure file packet
Supporting documents, IDs, affidavits, notices, and firm instructions organized around the matter.
Docketwise-ready sync
A planned integration layer for case records, matter metadata, and handoff status.
Microsoft 365 workflow
Email drafts, document collaboration, and internal review notes can align with the firm's existing workspace.
What firms see
A simple status layer over complex case work.
Intake received
Case accepted into the queue with source materials attached.
Internal review
Proximate checks completeness, consistency, and readiness before preparation starts.
Work in progress
Forms, packet structure, requests, and summaries are being prepared.
Request or blocker
Missing evidence, unclear facts, or attorney decisions are surfaced.
Completed handoff
The firm receives the packet, notes, and review posture.
Portal preview
The portal gives firms a high-level case picture without forcing project management.
It is not meant to make attorneys manage tasks. It is meant to show the file’s status, missing items, and handoff readiness at a glance.
View dashboard previewNew matter upload
Law firm submitted CSV and supporting files
Internal review
Proximate identified missing affidavit evidence
Attorney gate
Owner review needed before final packet handoff
Build a stronger back office
Give your immigration team structured support without adding full-time overhead.
Talk with Proximate Consult about case intake, documentation support, and secure operational visibility for your firm.