Controlled access
Each firm gets one dedicated, secure account, with expanded role-based permissions available as your team grows.
Security
Security, review, and accountability for sensitive immigration files.
Proximate’s website and portal direction is designed around a practical legal-operations truth: speed matters, but attorney control and careful file handling matter more.
Sensitive file handling
Documentation workflows are structured around immigration files, client records, and confidential supporting evidence.
Attorney review gates
Legal-sensitive work can be routed to the attorney or owner before it becomes final client-facing output.
Integration readiness
The platform works alongside Docketwise, integrates with Microsoft 365 workflows, and keeps a secure operational record of every case.
Practical safeguards
Security is expressed in workflow, not just policy language.
Immigration files contain identity records, family history, financial evidence, notices, and time-sensitive instructions. The platform direction is built to keep those materials organized, reviewable, and routed to the right people.
Access boundaries
One dedicated account per firm keeps the portal simple to use, with role-based permissions available as your team grows.
Review-before-release
Client-facing or filing-sensitive materials can be held for attorney/owner review before handoff or communication.
Audit-friendly movement
Case stage changes, blockers, and completed handoffs are designed to leave operational receipts.
System alignment
Docketwise and Microsoft 365 workflows are treated as core operating surfaces, not afterthought integrations.
Before you send a single file
Confidentiality obligations never leave the firm, even when preparation work is outsourced.
Attorney-client privilege stays with the attorney of record regardless of who is doing the underlying document work. That is exactly why we expect firms to ask these questions before sending anything, not after.
How is data transmitted to Proximate, and is it encrypted in transit
Where is a case file stored while active, and who inside Proximate can access it
What is the retention and deletion timeline once a matter closes
Does any part of the work ever get performed by a third party
Can we get the confidentiality and data-handling terms in writing before sending a file
Proximate supports the file. The attorney owns the legal judgment.
Documentation support does not replace legal advice.
Final legal strategy, filing decisions, and client advice remain with the responsible attorney.
Operational visibility helps the firm catch blockers earlier and review work more consistently.
Related reading
Immigration Documentation Outsourcing
The service this security posture is built to support.
Read moreLaw-Firm Intake Support
Where a case file first enters a controlled, access-limited workflow.
Read moreIs Outsourcing Immigration Document Prep Actually Confidential and Secure?
What to verify about data handling before sending a single file.
Read moreBuild a stronger back office
Give your immigration team structured support without adding full-time overhead.
Talk with Proximate Consult about case intake, documentation support, and secure operational visibility for your firm.