→ 01
Case management on monday.com
How Caseflow structures immigration cases — intake, deadlines, USCIS tracking, and client communication — inside a single monday.com account.
The session · 59 minutes
What Nadine walks through — live.
A real immigration firm's stack — no slides, no theory.
→ 02
Automating client intake
From Calendly booking to signed PandaDoc proposal to active case board — the full intake flow without manual data entry.
→ 03
Integrations that do the work
PandaDoc, Calendly, Gmail, QuickBooks, and Docketwise — connected to monday.com so every tool feeds the same source of truth.
→ 04
Running a firm 9-to-5
How Nadine's 5-person firm closes at 5pm every day — the systems, automations, and mindset that make it possible.
Key takeaways
A real case management blueprint
See exactly how an immigration attorney structures monday.com for live client cases.
The full integration stack
Calendly, PandaDoc, QuickBooks, Docketwise — how they connect and what triggers what.
The 9-to-5 framework
The exact setup that lets Nadine's firm close at 5pm — no weekends, no chaos.
Why Workiflow
Built by people who run law firm workflows for a living.
The monday.com partner immigration firms trust with their most sensitive client data.
50+
Specialists across monday.com, automation, and data.
6+ yrs
Building and running monday.com in production for law firms.
20+
Clients on managed retainer, trusting us with live accounts.
15+
Platform partnerships, including monday.com Platinum.
"
We stopped spending days pulling data out of spreadsheets just to know where we stood. It happens in the moment now — leadership decisions don't wait for a report.
Owner · Global Mobility Partners — Workiflow client