Review criteria
- +Case by client and visa type
- +Stage and filing status
- +Key deadlines and priority
- +Deadline-soon highlighting
Immigration Case Tracker in Immigration Consultant
The Immigration Case Tracker is a copy-ready spreadsheet for immigration consultant that tracks cases, client, type, stage, deadline. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 20 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Immigration Case Tracker”
Tabs: How to use · Cases · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 20 minutesColumns: 8
Columns (grey = calculated for you)
- Client ref
- Case type
- Stage
- Receipt #
- Filed on
- Next deadline
- Deadline type
- Owner
- Open the Cases tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Use client references; keep documents in your case management system. Next deadline turns red when passed.
- Record receipt numbers as soon as notices arrive so you can check status online. Not legal advice; confirm each deadline on the notice.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Immigration Case Tracker
About this template
It is built for people who want results without another subscription: consultants tracking caseloads. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Immigration Case Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Consultants tracking caseloads
- +Anyone watching filing deadlines
Pause before choosing when
- -USCIS e-filing integration
- -Legal advice or eligibility rulings
About Immigration Consultant
Why people consider this option
- +Track cases, forms, and deadlines without paid software
- +Keep every client and document checklist in a file you own
- +Know your filing deadlines at a glance
What to review before acting
- -No e-filing or form automation without a tool
- -Busy practices need real immigration software
Trust FAQ
Questions people ask before copying a template
Does the Immigration Case Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Immigration Case Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Immigration Case Tracker track?
It tracks cases, client, type, stage, deadline. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.