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20240207 - How to create an efficient workflow within your immigration practice (Video recording will expire 7 February 2025 for CICC)

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Presenter/s: Olena Weber RCIC

Date: 07 February 2024

Time: 11am - 2 pm Pacific

Location: webinar

Type: webinar and recording

Price: $75.00

CPD approval:

  • CICC 3 hours - 3 CPD hours approved. Video recording expires 07 February 2025. Includes 30 minutes of professionalism.
  • LSBC 3 hours - Approved. Video recording will expire on 31 December 2024. Attendance to this course will provide you with .25 hours/15 minutes of ethics and professional responsibility component for your BC Law Society reporting. 
  • Law Societies of Alberta, Manitoba, Newfoundland and Labrador, and the Barrister's Society of Nova Scotia
    • For members of these Law Societies, consider including this course as a CPD learning activity in your mandatory annual requirements.


How to create an efficient workflow within your immigration practice

1) Establish your workflow to ensure timely, efficient, and effective delivery of services

i)        Create your end-to-end client workflow : from initial contact with the prospective client to the final decision on the case

ii)       Standard Operating Procedures (SOPs) for client onboarding, case processing and client offboarding

2) Automations – tools and software to help you manage your deliverables and timelines

i)        Software for case management

ii)       How to create & use templates to increase your efficiency

3) Prioritizing your workload efficiently

i)        Prioritization of daily tasks

ii)       Manage your day-to-day schedule to deliver the best results to your clients while maintaining healthy work-life balance

4) Ethical considerations


CICC Essential Competency mapping  


Business Management and Leadership

4.4  Prioritizes and manages projects and workflow to ensure timely, efficient and effective delivery of services. 

4.7 Reviews business practices and performance to ensure efficient and quality service.


 6.1 Demonstrates and maintains competence in practice

       6.1.2 Stays current and complies with legislations, regulation, professional standards, policies and guidelines.


Olena Weber is an RCIC with 7 years of experience managing her immigration practice in Mississauga, ON. While committed to serving clients, her true passion is helping fellow immigration practitioners in improving their business processes and efficiency.

Through participation and speaking at various industry events, Olena advocates for the importance of healthy work-life balance for immigration professionals. She raises issues related to the “work burnout”, which have become increasingly common among her fellow colleagues in recent years.

Beyond her practice, Olena plays an active role on the Board of Directors for the Association of Ukrainian Canadian Immigration Consultants, aiming to support the professional community and immigrants from Ukraine.  

While speakers and topics are confirmed at the time of publication, sometimes things happen which are beyond the control of Imm Seminars. If that happens substitutions or cancellations to speaker/s and/or topic/s may be necessary. In those cases, Imm Seminars will advise all registrants by email as soon as possible. We will also update the Imm Seminars website. We appreciate your cooperation in these cases.