Docketwise, Microsoft 365, and the Case Operations Layer Immigration Firms Actually Need
The goal is not another dashboard for its own sake. The goal is a clear operational layer around intake, document prep, review, and handoff.
Many immigration practices already have tools. The missing layer is often not software access, but operational clarity: which cases need action, which files are ready for review, and which client requests remain unresolved.
Docketwise can remain the case system of record while Microsoft 365 supports email, document collaboration, and staff communication. A useful operations layer should connect the workflow around those systems instead of replacing them unnecessarily.
For Proximate, the direction is simple: keep the public website clear, keep the law-firm portal simple, and keep internal automation separate from the client-facing case view.
Practical checklist
- Use Docketwise for case-system alignment
- Use Microsoft 365 for communication and document collaboration
- Show law firms only client-safe case progress
- Keep internal agent work hidden from external users