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How to Achieve Outstanding Client Outcomes

Learn how to achieve outstanding immigration client outcomes by focusing on empathy, strategy, and AI, with insights from legal experts James and Jeff.
Tips to Achieving Outstanding Client Outcomes From AILA President-Elect, Jeff Joseph
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4 Tips to Achieving Outstanding Client Outcomes From AILA President-Elect, Jeff Joseph

As an immigration lawyer, you regularly deal with life-altering outcomes—achieving successful client outcomes is vital. The quality of your work is measured by the results you deliver for your clients, whether navigating complex legal scenarios or addressing unforeseen challenges. 

In this podcast episode, James Pittman, Co-founder of Docketwise and subject matter expert in immigration law, has an insightful conversation with Jeff Joseph, AILA President-Elect and Partner at Barry Appleman and Layden Law Firm, about what it takes to achieve outstanding client results in immigration law. Let’s dive into the key points discussed. 

Successful Client Outcomes in Immigration Law

Achieving success in immigration law isn’t just about winning a case—it’s about navigating clients through one of the most pivotal moments in their lives. True success lies in more than just the final decision; it is defined by how well you manage expectations, communicate throughout the process, and foster trust throughout the process. Clear client goals are the foundation, helping to shape the legal strategy and ensuring both you and your clients are aligned on goals and outcomes.  

Defining What Makes a Great Immigration Lawyer

A great immigration lawyer goes beyond paperwork and legal processes; a great immigration lawyer is a trusted guide through life-changing experiences. Let’s explore the traits that exceptional immigration lawyers exemplify every day for their clients.

Empathy and Trustworthiness

Immigration lawyers provide emotional support and legal expertise during cases that often represent life-changing events. Building empathy and strong relationships with clients leads to long-term loyalty and trust. 

As Jeff Joseph explains, "The most valuable part of what we do is holding someone's hand through that process because, for the foreign nationals going through this process, it is one of the most significant events of their life." 

The most valuable part of what we do is holding someone's hand through that process because, for the foreign nationals going through this process, it is one of the most significant events of their life.

Curiosity and Expertise

Great lawyers never stop listening. They stay curious and continuously educate themselves about the ever-evolving field of immigration law. Deep understanding and proactive learning allow them to navigate complex cases effectively. Curiosity isn’t just a trait for experienced lawyers; it’s a tool that helps newer practitioners stand on equal footing with veterans in the field.

Manage Client Expectations

Great immigration lawyers build trust by mastering clear and transparent communication. They set realistic expectations and keep clients informed, even unfavorable outcomes can be seen as positive experiences. 

As Jeff Joseph emphasizes: "The outcome is one thing. And obviously, you want to strive to get as much success as possible for your clients, but also communicate the realistic situation to them. You know—the processing times, how long it's going to take, what kind of hurdles they're going to face." 

With honest communication, regular updates, and achievable goals, you can help your clients navigate the complexities of immigration law with confidence and clarity. As Jeff Joseph says, the goal is to prepare clients for all possible scenarios, ensuring that they feel informed and supported throughout their legal journey.

Challenges in Achieving Immigration Client Outcomes

Navigating immigration law presents several challenges that can affect client outcomes, including:

  • Complex Legal Scenarios: Navigating immigration law requires deep expertise due to the intricate legal frameworks involved. Each case may present unique challenges, from interpreting evolving statutes to addressing specific circumstances that can significantly impact the outcome. As Jeff Joseph pointed out, "We're not in a field that's governed by decades of precedent or, you know, established law. In fact, immigration reinvents itself on a daily basis." This constant evolution requires immigration lawyers to stay informed and adept at handling complex legal scenarios.
In fact, immigration reinvents itself on a daily basis
  • Unpredictable Case Developments: Immigration cases are often fraught with unexpected changes, requiring adaptability and quick decision-making. In the podcast, Jeff Joseph shared an example where a seemingly straightforward case became more complex due to unforeseen membership issues with the Chinese Communist Party. This required a strategic pivot and clear communication with the client about potential outcomes and next steps, illustrating the importance of being prepared for sudden shifts in a case.
  • Technological Changes: With rapid advancements in legal technology, staying current is crucial for maintaining efficiency and accuracy. Jeff Joseph noted, "I've been doing this now since 1997, and I have never seen a more rapid pace of technological change as we have right now." He also highlighted that while technology can automate many tasks, "The question is, what is the role of the lawyer and paralegal in a universe where a lot of our work is going to be done by robots?" While these tools can handle routine tasks, they also present ethical challenges and require lawyers to focus more on the human elements of their work—such as empathy, strategy, and communication—areas that cannot be automated.

4 Tips for Achieving Successful Client Outcomes in Immigration

Though the challenges immigration legal professionals face are not easy, you can overcome them with the right strategies and workflows in place. These tips will help you not only clear these hurdles but also help your firm and your clients achieve desired outcomes. 

1. Creating Clear Strategy and Adaptability

From the outset, lawyers must develop a comprehensive plan that accounts for both the known aspects of a case and the potential challenges that may arise. However, Jeff Joseph also stresses that the ability to pivot and adjust this strategy is just as important as the initial plan itself.

"It's understanding the strategy of the case from the beginning to the end... sometimes that strategy is going to pivot." - Jeff Joseph 

"It's understanding the strategy of the case from the beginning to the end... sometimes that strategy is going to pivot." - Jeff Joseph

As he points out, the unpredictable nature of this field often requires lawyers to be flexible and ready to shift their approach when new information or unforeseen challenges emerge. 

Joseph shares an example from his own experience, where adaptability was key to managing a case that started out as a very straightforward case involving the step-parents of a US citizen. However, it turned out that the parents were actually active members of the Chinese Communist Party. This new information required Joseph to be agile and pivot strategies, as well as to inform his clients of new potential outcomes. Continuous communication is key to ensuring clients and attorneys are aligned.

2. Visualizing the Case’s Roadmap

Lawyers help clients better understand the complexities of their situation by providing a visual representation of the possible paths and outcomes. This method is particularly effective in preparing clients for the potential twists and turns that arise during the legal process.

“Outline the roadmap of the case in detail and what all of the twists and turns could be, so that clients know what to expect.” - James Pittman

“Outline the roadmap of the case in detail and what all of the twists and turns could be, so that clients know what to expect.” - James Pittman

This approach not only helps clients grasp the process but also sets the stage for more effective communication throughout the case.

3. Building Strong Client Relationships

"Even if you don't win, at the end of the day, if you have held your client's hand and communicated effectively with them...it is still going to be a good outcome for that client." - Jeff Joseph

"Even if you don't win, at the end of the day, if you have held your client's hand and communicated effectively with them...it is still going to be a good outcome for that client." - Jeff Joseph

Regular updates and clear explanations of the legal process help demystify what can often feel like an overwhelming experience for clients. By being there for the client, offering reassurance, and providing clear, compassionate communication throughout the process, lawyers can ensure that clients feel cared for, even in difficult situations. 

When a lawyer takes the time to build a strong relationship with their client, they’re not just providing legal services—they’re offering stability, reassurance, and a sense of partnership during a potentially tumultuous time. Trust, regular communication, and empathy ensure that clients feel supported and understood, which fosters positive outcomes—even when the case doesn’t go as planned. 

These elements contribute to positive outcomes and ensure clients feel valued and supported throughout the process, regardless of the final decision.

4. Leveraging AI to Achieve Client Outcomes

Implementing the strategies above and ensuring positive outcomes for clients in immigration law is much easier with technology, particularly artificial intelligence (AI). AI enhances the efficiency of legal practices by streamlining critical processes such as research, synthesis of findings, and document creation, enabling lawyers to devote more time and energy to strategic planning and client communication.

James Pittman highlights the transformative impact of AI on the legal profession, stating, "The entire research process—and then taking your research findings, synthesizing them and analyzing them to the fact pattern at hand, and then your document creation—all of that's going to be done with AI." 

all of that's going to be done with AI.

This significant shift in how legal work is conducted allows lawyers to focus less on the mechanical aspects of the job and more on the nuanced human elements that AI cannot replicate. By automating routine tasks, AI empowers lawyers to focus on what truly makes a difference: understanding client needs, strategizing effectively, and communicating clearly.

Why Immigration Lawyers Love Docketwise

Docketwise is an essential tool for immigration lawyers aiming to achieve outstanding client outcomes. By automating form preparation, managing client relationships, and keeping track of case developments, Docketwise allows lawyers to focus on what truly matters—building trust and delivering client results. See how it can transform your practice firsthand with a custom demo.

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Saja Raoof, Founder and Principal
Saja Raoof, Inc. Law Corporation
“Docketwise is the fourth immigration software I've used in my career. None come close. It's everything I'd wished for in an immigration forms software. Law offices would be well-served to at least give it a try. I've already enthusiastically recommended Docketwise to several colleagues.”
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Shahzad Khan, Principal Attorney
Shahzad R, Khan Legal, PLLC
“This product has increased my law firms productivity ten fold. Before I used to do forms on my own from the USCIS website. Using Docketwise, has caused me to give up paper questionnaires and keeps me from inputting information directly into forms.”
Sandy Yeung - Yeung Law Office, LLC
Anna Ernest, Managing Attorney
Ernest Law Group, PLC
“I am extremely pleased with Docketwise. This software streamlined my Immigration practice and enabled me to process more cases in less time. Clients (and my staff) love how "user friendly" this software is. Definitely a great value for the money.”
Mohammed Ali Syed, Founder and Principal
Mohammed Ali Syed, Founder and Principal
Syed Law Firm, PLLC
“Hands down the best solution for a busy immigration practice. The interface is very user friendly and intuitive. There are lots of cool features that make handling a large volume of cases and ensuring accuracy a lot easier. The customer service is phenomenal.”
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