Immigration Law Workflows on monday.com: A Live Walkthrough with Nadine Heitz

The session · 59 minutes

What Nadine walks through — live.

A real immigration firm's stack — no slides, no theory.

• Case management on monday.com

  How Caseflow structures immigration cases — intake, deadlines, USCIS tracking, and client communication — inside a single monday.com account.

• Automating client intake

  From Calendly booking to signed PandaDoc proposal to active case board — the full intake flow without manual data entry.

• Integrations that do the work

  PandaDoc, Calendly, Gmail, QuickBooks, and Docketwise — connected to monday.com so every tool feeds the same source of truth.

• 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.

• 30+

  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.