runnrrHow to use the template
- Have the attorney approve the case-specific list against the current official form instructions. The starter list is not a list of filing requirements.
- Track original documents and translations under the same person and item. Review expiry dates weekly.
- Stop reminders when the item arrives. Staff can mark Ready for review; the attorney records approval before filing assembly.
Download the workbook for all tabs, or use the CSV for a single table. To use Google Sheets, upload the Excel file or import the CSV. Delete the example rows and the final NOTE row in each CSV before adding your own records. Store files in your firm’s approved system and link to them; keep passwords, identity numbers and document contents out of the tracker.
Tracker
| Case | Person | Document | Why it's on the list | Status | Received date | Original language | Translation | Expiry date | Last reminder | Next reminder | Owner | Attorney check |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EXAMPLE Client A / F-001 | Beneficiary | Passport (photo page) | Form I-130 instructions, per attorney (link official page) | Ready for review | 2 Oct | English | Not needed | 14 Mar 2027 | — | — | Paralegal D | — |
| EXAMPLE Client A / F-001 | Beneficiary | Birth certificate | Form I-130 instructions, per attorney (link official page) | Needs translation | 5 Oct | Spanish | Requested | — | 5 Oct, email | 12 Oct | Paralegal D | — |
| EXAMPLE Client A / F-001 | Petitioner | Proof of US citizenship | Form I-130 instructions, per attorney (link official page) | Requested | — | — | — | — | 8 Oct, text | 15 Oct | Paralegal D | — |
Starter list (family)
| For | Item (starting point only, not requirements) |
|---|---|
| Petitioner | Proof of US citizenship or permanent resident status |
| Petitioner | Identity document |
| Petitioner | Documents for any legal name change |
| Relationship | Marriage certificate or birth certificates, depending on the relationship |
| Relationship | Proof that any earlier marriages ended, if there were any |
| Relationship | For spouses, evidence of the shared life, as the instructions describe |
| Beneficiary | Identity document and passport |
| Beneficiary | Birth certificate |
| Beneficiary | Photos, if the form instructions ask for them |
| Beneficiary | Anything else the attorney adds for this case |
Use the current form instructions
The attorney approves the case-specific list against the official USCIS forms and instructions. The tracker does not determine what a filing requires.
Outlook