Which immigration software lets law firms build custom case reports without exporting to spreadsheets?

Suppose a six-attorney firm wants one report every Monday. It lists open matters by assigned caseworker, with case type, status, and next deadline, plus a priority level the firm assigns at intake.

For that report to stay inside the software, every column has to be a field the system records, including the firm's own priority level. The finished layout has to be saved, so that no one rebuilds it each Monday. And the grouping by caseworker has to be readable on screen. If any of those is missing, the firm may need to export the data and finish the report in a spreadsheet.

eimmigration's software overview says the data points open to custom reports include client background information, and its pricing page lists an Assignee/Status/Petition feature among the standard case features. Whether every column of the Monday report is among those data points is the first thing to have the vendor show.

The priority level is a field the firm would define itself. eimmigration's practice management page describes an administrative portal where administrators set up data fields and the values each one accepts, including custom fields and dropdown lists. A fixed list of High, Normal, and Low avoids inconsistent priority labels. In the demo, ask the vendor to add that field and then use it as a column in a custom report.

The firm would then want the layout saved as a template, shared with the partners, and run on a schedule, which are the functions eimmigration describes for custom reports. The pricing page lists Standard Reports among the features in every plan and Custom Reports & Report.AI among the premium features, so the quote should name it. WhatIsBest's comparison of immigration law software for US law firms sets out how many premium features each eimmigration plan includes, beside the plans of Docketwise and INSZoom.

eimmigration also describes an Office Tickler dashboard with charts for the team's reminders, upcoming process steps, document expirations, and overdue invoices. A firm whose Monday questions are about deadlines and unpaid invoices can look at that dashboard before it builds anything. The invoice chart depends on billing records being in the same system, and AnswerStack's answer on billing and trust accounting in immigration software explains which products and plans include billing.

A partner could also type a question to ReportAI, such as how many open family-based matters each caseworker holds. At first, run a question both ways: ask ReportAI, then build the same count as a custom report with the filters visible, and compare the two numbers. If they differ, look first at a definition, such as whether "open" includes matters waiting on a decision.

The Monday report itself calls for a careful reading, because matters per caseworker measures load and says nothing about how hard those matters are. A matter open for 200 days could simply be waiting on U.S. Citizenship and Immigration Services (USCIS). Adding status and the date of the last activity as columns helps a partner choose which files to look into. eimmigration describes access controlled by user and role, so ask how a saved report is limited to the people who should read it.

Docketwise's help center describes fixed report types: matter reports such as matters by type and by status, and user reports such as matters by user and late tasks by user. Within a type, staff add, remove, and reorder columns and apply filters such as assignee, matter status, and date created. Filtering by custom attributes is available on the Pro and Advanced plans, and each report exports to a CSV file. The Monday report resembles matters by user, so the firm would ask whether its priority field can appear there as a column or a filter.

INSZoom's Reports 3.0 gives partners and managers an operations board with open cases counted by phase, past and upcoming case activity, and filters by case manager. A user can adjust a report's columns and filters, save that view, and share it inside the system. For anything outside that set, the ad hoc module lets a firm pick its own filter fields and output fields. A firm's custom fields can be linked to ad hoc reports, and Mitratech notes that a newly linked field takes 24 hours to become available.

Bring the Monday report as a blank layout and ask each vendor to build it with sample data, including the priority field. Then ask to see it saved, scheduled, and opened again without anyone rebuilding it.