Equifax Immigration Case Management is a cloud-based case management product for immigration law firms, nonprofit organizations, and employers. Its Edge client portal is customizable, and Equifax says the service stores over 7 million Foreign National Records. Case work can use up-to-date electronic forms and smart questionnaires, with predefined or customizable workflows tailored to a case. Alerts identify tasks that need attention, while standard and customizable reports cover deadlines, milestones, case metrics, and employee performance. The product connects with Microsoft Outlook and Word through desktop integrators. Outlook Integrator uploads emails and attachments into ICM client files; Word Integrator stores customizable document templates and merges client and case data into them. Both require Windows desktop versions of Microsoft Office and do not support Office web apps. An optional Chrome E-File extension transfers ICM data to government e-file systems and supports ETA-9141, DS-160, ETA-9035, H-1B Registration, and ETA-9089. Acuity scheduling can exchange foreign national appointment information with Edge calendars, subject to an Acuity subscription with API access. Multifactor authentication is available for law firm, HR, and foreign national users through an authenticator app. Pricing is set out in an applicable Service Order; no public price is shown.
Who it is for
The product suits immigration law firms, nonprofit organizations, and employers managing foreign national cases. Its client portal, case workflows, document tools, deadline alerts, and reporting cover needs across client files and case administration.
What is good
- Customizable client web portal is available through Edge.
- Predefined and customizable workflows can be tailored to a case.
- Alerts identify tasks needing attention.
- Reports cover deadlines, milestones, case metrics, and employee performance.
- Multifactor authentication is available through an authenticator app.
- Chrome E-File supports five named government forms or processes.
What to know first
- Pricing is available only through an applicable Service Order.
- Outlook and Word Integrators require Windows desktop versions of Microsoft Office.
- The Outlook and Word Integrators do not support Office web apps.
- Acuity calendar exchange requires an Acuity subscription with API access.
Verdict
Consider Equifax Immigration Case Management if your organization handles immigration cases and needs configurable workflows, client access, reporting, and document or email tools. The Outlook and Word Integrators have a Windows desktop Office requirement, and Acuity calendar exchange requires an API-enabled subscription. Pricing is provided through a Service Order rather than a public price.
Get started with Equifax Immigration Case Management
- Open the Equifax Immigration Case Management website.
- Contact Equifax about pricing and the applicable Service Order.
- Use the web-based case management product and Edge client portal.
- For Outlook or Word integration, use a Windows desktop version of Microsoft Office.
- For Acuity calendar exchange, arrange an Acuity subscription with API access.
Limits to know first
The Outlook and Word Integrators do not support Office web apps and require Windows desktop versions of Microsoft Office. Acuity calendar exchange requires an Acuity subscription with API access.
Questions about Equifax Immigration Case Management
Who is Equifax Immigration Case Management for?
It is designed for immigration law firms, nonprofit organizations, and employers.
How is the product priced?
Pricing is on request. Fees are listed in an applicable Service Order, and invoices are generally payable upon receipt.
What platforms are listed?
The listed platforms are extension, web, and Windows.
Does it integrate with Outlook and Word?
Yes. Outlook Integrator uploads emails and attachments into ICM client files. Word Integrator stores templates and merges client and case data; both require desktop Microsoft Office on Windows.
Can it exchange appointment information with Acuity?
Yes. Acuity scheduling can exchange foreign national appointment information with Edge calendars. An Acuity subscription with API access is required.
Which government e-file processes does the Chrome extension support?
It lists ETA-9141, DS-160, ETA-9035, H-1B Registration, and ETA-9089.
Equifax Immigration Case Management plans and pricing
All plansCompared on immigration software
- Supported case types
- H-1B Professional; I-130 Immediate Relative; Labor Cert PERM; AOS Employment; AOS Family
- Document collection
- Yes
- Deadline alerts
- Yes
- Employee portal
- Yes
- Reporting
- Yes
