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Wrap 2014 up with a bow

Posted by: INSZoom | Date: January 21, 2015

Did wrapping up 2014 and tying it with a neat bow go as planned? If not, have no fear. Many human resources departments and law firms faced tight schedules in November and December, meaning a few things had to be put off for another time. We’re already in 2015, but luckily, it’s not too late to finish your end of the year to-do list! All you need to do is put your immigration case management program to full use.

“Schedule a definite time with your team to tackle the stacks of paper files taking up space in your office.” Schedule time to rid yourself of paper

Before you move any further into the new year, schedule a definite time with your team to tackle the stacks of paper files taking up space in your office. There’s no need to hold on to worthless paper when important forms and documents can be stored in the cloud through your case management software.

It’s a time-consuming endeavor, but your meeting should end with a plan on how documents will be sorted, scanned, saved in the cloud and finally, recycled. It may seem stressful, but once you go paperless, you’ll never go back.

Gather reports

The end of the year means reports, reports, reports! Use the wide-range of reporting capabilities within your immigration case management platform to run reports for budgeting, internal decision-making and grant applications. Remember, you don’t have to rely solely on the built-in reporting features either. Businesses and firms can customize reports to gather and analyze only the specific information they need.

Settle outstanding accounts

The immigration case management software reporting capabilities can show you which client accounts are past due. Now is the time to take advantage of the fast and easy invoicing options in the platform and reach out to clients to bring them up to date on their bills.

For clients who aren’t able to pay in one lump sum, the case management program has a payment plan function, which allows you to create plans unique to your clients’ situations.


Check off all the boxes on your end of the year to-do list.
Prepare for your taxes

No one likes to think about taxes, but at least once a year it’s a necessity. However, you can lessen your anxiety by ensuring you take the full deductions you’re entitled to. Organize your receipts and review your business expenses with your accountant. Don’t forget you may be able to deduct the cost of your cloud-based immigration case management program as a reasonable business expense.

Set workflow deadlines

As you face a new H-1B season, set strict deadlines for the business, such as when you’ll gather regional and government wage data, submit Labor Condition Applications and have all H-1B visa applications complete and ready to be submitted. Immigration professionals who don’t head into the new year with deadlines run the risk of getting behind in their visa application workflow and reducing the chance of getting the visas they need.

Touch base with clients

To fully wrap up 2014 and start this year off right, you need to touch base with clients. Many immigration matters have lengthy wait times between actions and clients can become worried if they don’t hear from their attorney or HR manager. Use post-holiday time connect with clients you haven’t spoken to in a few weeks and let them know what they should expect in 2015.

Inszoom Academy