Stage 1
Intake received
The firm submits the case, source files, client details, and any initial instructions through the portal or approved intake channel.
Process
A simple five-stage case flow for immigration documentation work.
The process gives attorneys and firm owners a clear view of where each matter stands, what Proximate is doing, and what is needed to keep the file moving.
Stage 2
Internal review
Proximate reviews the file for missing documents, inconsistent information, required follow-up, and preparation readiness.
Stage 3
Work in progress
The documentation team prepares forms, narratives, packet organization, and client-ready requests under the firm’s direction.
Stage 4
Request or blocker
Missing items, unclear facts, or attorney decisions are surfaced clearly so the matter does not stall silently.
Stage 5
Completed handoff
The final packet, summary, open notes, and review posture are handed back to the law-firm team for approval and next action.
Case flow control
Enough structure for accountability. Not so much that attorneys become project managers.
The five stages are intentionally plain-language. They help the firm understand movement, identify blockers, and preserve review control without asking legal teams to learn a complex operations tool.
Owner visibility
Firm owners can see counts by stage without managing the work like a project board.
Blocker discipline
Missing evidence, unclear facts, and review decisions are separated from routine work-in-progress.
Review accountability
Attorney or owner review is treated as a formal gate, not an informal email comment.
Handoff readiness
Completed packets include summary notes, open issues, and the preparation trail needed for review.
No silent stalls
Blockers are treated as a stage, not an afterthought.
Attorney review preserved
Legal-sensitive moments are routed to the responsible reviewer.
Operational receipts
Movement across stages can be recorded for visibility and accountability.
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.