Overview
DocketWise tracks the priority date of an immigrant petition and updates the cutoff dates from the Visa Bulletin just before the start of each month.
Once you enter the Priority Date and Preference Category, this feature provides up-to-date information on priority date status (status for filing and status for final action).
Setting Priority Date Tracking
You can set Priority Date Tracking when creating a matter or by editing an existing one.
When Creating a New Matter
To set Priority Date Tracking when creating a new Matter, follow the steps below:
Click the Create New ▼ button from your DocketWise Dashboard.
Select Matter
Select Preference Category.
Select the Priority Date
Click the Create Matter → button.
Updating an Existing Matter
To set Priority Date Tracking after the Matter has already been created, follow these steps:
Navigate to the Matter.
Click the Update matter details link.
Select the Priority Date and Preference Category.
Click the Update Matter button.
Priority Date Status Notifications
After you enter the Priority Date and Preference Category, this feature will tell you whether filing is current. You’ll also receive email and in-app notifications about priorities.
You can configure notification settings for this feature under your firm's Notification Settings.
Select The matter's assignees and the owner from the When priority status and final action changes for a matter, notify: section
Click Save changes
In-app Notifications
In-App Notifications
You’ll receive a bell-icon notification for updates to your matters, including each Status for Filing update and Status for final action update.
Please Note: You will not receive notifications if no changes were detected for the month when a visa bulletin is updated.
Email Notifications
DocketWise emails you a monthly summary of changes to your matters, including filing status and final action updates. You’ll also receive an in-app notification when the email is delivered.
Information included in these emails:
Status for Filing updates: This email contains a list of matters that became "Current" for filing and a list of matters that retrogressed to "Not current" for filing.
Status for Final Action updates: Contains a list of matters that became "Current" for final action and a list of matters that retrogressed to "Not current" for final action.
Please Note: You will not receive notifications if no changes were detected for the month when a visa bulletin is updated.
Viewing Priority Date Tracking
Once you enter a Priority Date and Preference Category, you can start tracking the Priority Date's status (status for filing and status for final action).
From the Case Tracking tab on the Matter Overview Page or the Contact Overview Page, you can see the real-time status of Priority Date Tracking (status for filing and status for final action).
Reporting with Priority Date Tracking
You can also track the priority date status (status for filing and status for final action) in reports.
Go to Reports
Select a matter report type (we recommend using matter custom reports for more advanced filtering).
Click here to learn more about custom reporting in DocketWise.
We encourage you to visit our Learning Center to learn more about Case Tracking. It is designed with you, your firm, and your client’s needs in mind. The DocketWise Learning Center provides outcome-based lessons to help you run your business successfully, focus on practicing law, and increase your firm’s revenue.