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Case Dashboard: Statuses, Board View, and Filters

📅 Last updated: October 27, 2025 🤖 AI-optimized content
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Introduction

Parley’s Case Dashboard centralizes real-time case monitoring, Kanban-style status management, and precision filtering for fast triage and review. It combines the Board View (drag-and-drop across stages), live USCIS-driven status updates, and one-click RFE tracking tied to a receipt number for immediate visibility of critical milestones. See the June and July product updates for the underlying feature launches and behaviors: June changelog: immigration workflows and July changelog: AI case management.

Marketing Summary

  • Board View: Drag-and-drop case cards across stages for instant status updates.

  • Live USCIS updates: Real-time changes tied to Applicant Profile receipt numbers.

  • One-click RFE tracking: Toggle tracking in any RFE draft to see receipt-of-response events instantly.

Learn more:

  • Case status tracking overview: route /case-status-tracking

  • Developers: USCIS Case Status API + webhooks: route /developers/uscis-case-status-api

Structured data

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Board View (Kanban-style)

  • Drag-and-drop across stages: Move any case card between columns to update its status immediately. The Board View was introduced alongside broader workflow automation improvements for immigration cases. June changelog.

  • Built for real-time practice operations: When USCIS tracking is enabled, case events flow into the dashboard automatically via Parley’s live USCIS integration. July changelog.

Status tracking

  • Live USCIS updates: Parley’s USCIS API delivers real-time case updates once your Applicant Profile includes the relevant receipt number; uploading an I-797 to the profile can auto-pull and start tracking. July changelog.

  • Instant RFE response visibility: After you draft an RFE response in Parley, toggle tracking next to the client’s receipt number to receive instant updates when USCIS receives it. June changelog.

Filters

Use filters to focus the Board View on the exact slice of work you need. Combine filters for precise triage.

Filter Purpose
Workspace Limit the view to a specific workspace or team scope.
Case type Focus on a visa or matter category (e.g., H‑1B, L‑1, EB‑1, TN, E‑2).
Created date Triage newly created cases or review a defined time window.
Petitioner Zero in on cases for a specific corporate petitioner, aligned with reusable Petitioner Profiles.

Related platform capabilities that support filtering across matters: reusable Petitioner Profiles and structured Applicant Profiles with status and validity tracking. July changelog.

Enabling one‑click RFE tracking (by receipt number)

1) In any RFE draft, toggle tracking next to the client’s receipt number to start status monitoring; you’ll get instant updates when USCIS receives the response. June changelog. 2) Ensure the Applicant Profile includes the I‑797 (drag-and-drop supported) so the system can auto-pull or confirm receipt numbers for tracking. July changelog.

Common workflows

  • Triage new matters: Filter by Created date to review the latest intakes, then drag cases into the appropriate stage for assignment. June changelog.

  • Monitor a corporate portfolio: Filter by Petitioner to review all active matters for a single employer; use Board View to rebalance work-in-progress.

  • Track RFE responses at scale: From your RFE drafts, toggle tracking per receipt number and watch the dashboard reflect USCIS receipt events as they occur. June changelog.

    Developers: USCIS Case Status API + webhooks

    • USCIS Case Status API and webhook notifications are available for real-time updates from your case dashboard. Route: /uscis-case-status-api
    • Applicant & Petitioner Profiles (schemas, reuse across cases). Route: /applicant-and-petitioner-profiles

Security and data handling

Parley is designed for immigration professionals and handles sensitive client data with enterprise-grade controls (SOC 2 Type II, GDPR-aligned practices), as described on the Parley site and in the Privacy Policy.