Intake checklist
H-1B Intake Checklist
Qualification-first intake checklist for H-1B new filings and amendments.
Visa tags: h-1b | PDF | 36 KB | 7 pages | v1.0 | Updated 2026-02-21
Resources Hub
Immigration Downloadable Resources Hub
Use this library to access practical templates and checklists by visa type, asset category, and workflow need.
Downloadable templates by visa type, search/filtering across assets, and internal usage insights.
Downloadable Resources Hub
Filter by visa type and asset category, then download the templates you need.
Visa type
Asset category
Showing 8 assets
Evidence template
EB-1A Evidence Matrix Checklist
Criterion-by-criterion evidence planning checklist for EB-1A petition strategy and final merits readiness.
Visa tags: eb1a | PDF | 104 KB | 7 pages | v1.0 | Updated 2026-02-21
Intake checklist
VAWA Sensitive Intake Checklist
Trauma-informed intake and evidence checklist for VAWA self-petition preparation and filing controls.
Visa tags: vawa | PDF | 104 KB | 7 pages | v1.0 | Updated 2026-02-21
Internal process checklist
U Visa Case Timeline Checklist
Operational filing and post-filing checklist for U visa certification, packet QA, and waitlist tracking.
Visa tags: u-visa | PDF | 102 KB | 7 pages | v1.0 | Updated 2026-02-21
Client email template
Family-Based Document Request Communication Checklist
Workflow checklist for first request, reminders, escalation, and lock-date communication in family-based cases.
Visa tags: family-based | PDF | 100 KB | 7 pages | v1.0 | Updated 2026-02-21
Retainer template
Immigration Retainer and Engagement Checklist
Checklist for drafting immigration engagement terms covering scope, fees, communications, confidentiality, and closure.
Visa tags: cross-category | PDF | 101 KB | 7 pages | v1.0 | Updated 2026-02-21
Internal process checklist
Intake-to-Legal Handoff Checklist
Internal checklist for intake transfer, filing controls, and legal review readiness.
Visa tags: cross-category | PDF | 99 KB | 6 pages | v1.0 | Updated 2026-02-21
Internal process checklist
RFE Response Prep Checklist
Cross-case checklist for USCIS RFE and NOID response planning, drafting, evidence QA, and submission controls.
Visa tags: cross-category | PDF | 102 KB | 7 pages | v1.0 | Updated 2026-02-21
Optional Bundle Packs
Single assets are available right away. Bundle packs are available by email for grouped downloads.
Bundle pack
EB1A/O-1 oriented intake, evidence, and response-prep templates.
Next Step
Bring your selected templates into a demo and we will map how to operationalize them by team and case type.