ERPNext for Visa USA | Consultant & Software

Industry expertise

Streamlined Immigration Case & Visa Management on ERPNext

ERPNext for visa and immigration software empowers immigration law firms, global mobility consultancies, corporate visa departments, and international student advisors with structured case tracking, filing milestone management, and secure applicant document vaults.

As your experienced ERPNext immigration consultant in the USA, Solufy configures compliance workflows aligned with USCIS (U.S. Citizenship and Immigration Services), Department of State (CEAC / consular processing), and Department of Labor ETA-9035 LCA guidelines.

13 +

Years experience

ERP delivery excellence

100 +

ERP experts

Engineers & consultants

150 +

Projects delivered

Completed implementations

16 countries

Global reach

Cross-border operations

Open Source Solutions

The workflows we connect

Applicant Case Lifecycle

Track applicant profiles, petition categories (H-1B, L-1, EB-5, Student), and stages.

Document Verification Portal

Secure file uploads, document verification status, and expiry alert reminders.

Milestone & Deadline Tracker

Automated reminders for RFE responses, biometric appointments, and interview dates.

Milestone Retainer Invoicing

Stage-wise legal billing, trust account deposits, and government fee handling.

Our solution

A practical flow, mapped to your business.

Petition Milestone Tracking: Dynamic case boards track intake, prevailing wage determinations (PWD), PERM recruitment timelines under 20 CFR § 656.17, and USCIS receipt numbers (I-797C notices).

Document Portal & Signatures: Encrypted client portal for document uploads with Adobe Sign / DocuSign integration for G-28 Notice of Entry of Appearance and petition declaration signatures.

Docketing & RFE Reminders: Automated calendar deadline alerts triggered by statutory filing dates, consular interview dates, and biometric appointments to prevent missed response windows.

USCIS API & Trust Accounting: Webhook integration tracking USCIS Case Status updates automatically, paired with strict IOLTA retainer trust accounting for government filing fee disbursements.

The challenge

Industry challenges in visa & immigration.

Meeting strict USCIS statutory deadlines, priority dates, and critical 30/87-day Request for Evidence (RFE) response windows.
Ensuring complete compliance with Department of Labor Labor Condition Application (LCA) Public Access File (PAF) mandates.
Managing multi-stage non-immigrant (H-1B, L-1, O-1, TN) and immigrant (EB-1, EB-2/NIW, EB-3) petition preparation lifecycles.
Safeguarding sensitive personal documentation (passports, financial affidavits, tax returns) under US privacy standards.
Managing client trust fund retainers and disbursements for government filing fees and certified translation fees without commingling.

Case studies

ERPNext in practice for visa & immigration

See how we connect business processes with ERPNext through our published client projects.

Let’s map your next ERPNext project.

Discuss your visa & immigration workflows, priorities and next steps with our team.

Discuss your project

Benefits

What connected workflows make possible.

Bring the work between departments into one clear, connected flow.

01

Eliminate Missing Documents

Automated checklist portals guide clients through submitting complete document sets the first time.

02

Never Miss a Filing Deadline

Keep attorneys and case managers informed with automated deadline countdown notifications.

03

Drastically Reduce Client Calls

Clients check their own application status and milestone progress 24/7 via the self-service web portal.

04

Audit-Ready Legal Accounting

Maintain separation between client trust retainers and earned legal consulting fees.

WHY CHOOSE US

4 REASONS TO PARTNER WITH SOLUFY

Dedicated ERP consultants delivering business results with technical precision and care.

REASON 01

Track application milestones and stages

Monitor applicant visa workflows from initial document intake and translations to embassy submissions and final approvals.

REASON 02

Centralize client document compliance

Securely manage passports, financial affidavits, police clearances, and biometrics with role-based document access.

REASON 03

Manage consular fees and client retainers

Reconcile government processing fees, applicant disbursements, and agency consultation billings through clear ledger accounts.

REASON 04

Automate applicant status updates

Send timely milestone alerts to applicants and legal teams, preventing missed deadlines and expediting filing cycles.

FAQ

Questions, answered.

Have a workflow in mind? Talk it through with our team

Can applicants upload documents directly from their mobile phones?

Yes. The responsive client portal allows applicants to take photos or upload PDF documents directly from smartphones.

Can we configure different visa categories like H-1B, Green Card, and Student visas?

Yes. Solufy designs custom petition templates with distinct stage requirements and document checklists for every visa type.

Your next step

Ready to Implement ERPNext for Visa & Immigration?

Schedule a complimentary solution architecture consultation with our ERPNext specialists.

Get a free consultation