Passports, IDs, visas, and status records
Immigration template
Immigration document checklist for client evidence
Use this starter checklist to request evidence and supporting documents from clients, sponsors, employers, or family members.
Inside the request builder
A marriage-based green-card evidence packet
Background, identity, and marriage evidence grouped for a family immigration petition. Save the base and tailor per client.
- Address history and police-clearance items
- Passport photos and birth certificates under Identity
- Marriage certificate and supporting evidence
Evidence packet starter list
Every matter is different. Use this starter list as a base, then tailor the request to the filing and the client.
Most matters share a base of identity, status, civil, and financial evidence; the matter-specific items get layered on top. Save the base as a template once and edit per case. The recipient portal is available in 11 languages so clients see the requested items in their own. See the for immigration lawyers page for the broader workflow.
Civil records and translations
Financial records and employment letters
Relationship evidence and signed forms
Keep evidence collection organized
Send one request with named items so clients know what to upload and your team can see what is still missing.
A request with separate items beats a single "send me everything" ask: the client uploads what they have and the rest stays visible as outstanding. Sponsors, employers, and family members can each get their own request for the same matter. The Pipefile alternative page covers how this sits next to a dedicated immigration system.
No client account required
Email or SMS upload links
Recipient portal in 11 languages
Starter checklist
Identity and status
Passport, ID, visa, I-94, notices, and prior approval documents.
Civil records
Birth, marriage, divorce, adoption, and name-change records, plus translations.
Financial and employment
Tax records, pay stubs, employment letters, bank statements, and sponsor support.
Matter-specific evidence
Photos, correspondence, affidavits, travel records, or other supporting documents.
Questions
Is this legal advice?
No. This is a starter document collection checklist. An immigration professional should decide what each matter actually requires.
Can I customize this per case?
Yes. Every request supports custom items, notes, and follow-up fields. Templates are starting points, not constraints.
Can multiple people upload to the same matter?
Yes. You can send separate requests to a client, a sponsor, an employer, or a family member for the same matter; each has their own link and tracked status.
What languages can recipients use?
The upload portal is available in 11 languages: English, Spanish, Chinese, French, German, Portuguese, Japanese, Korean, Russian, Thai, and Vietnamese.