NEWLAND GROUP / CRM OPERATIONS/Immigration case pipelineLegacy migration overviewPortal access
Interactive workflow preview — not connected to private customer records.

Drag cards, undo moves, filter by case stage, manage fictional task checklists and review case tabs with anonymous example records only. Changes stay in this page's temporary session and are never saved to Wix CRM. Do not enter names, passport numbers, case details, or upload documents here. Production access requires verified sign-in and case-level authorization.

OPERATIONS CENTER · EB-3 CAREGIVER WORKFORCE

Immigration Case Workspace

One connected place for applicant progress, sponsor coordination, recruiter attribution and secure document workflows.

FAVRO CLIENTS IMPORTED
36 applicants
36 private Wix Cases linked · staff review required
PENDING AGENT RELATIONSHIPS
6 links
5 agent labels · 30 customers need assignment review
LIVE AUTHORIZED CASES
0 verified
No case/member grants released
PRIVATE DOCUMENT IMPORTS
0 files
Secure attachment migration pending
ACTUAL CUSTOMER RECORDS · WIX ADMINISTRATOR ONLY

View the 36 real EB-3 applicants

Open the Actual cases tab inside this CRM ↗

Your 36 Favro customers and 36 linked immigration cases have been imported into restricted Wix CMS. The board shown below is still a demo and does not display these real customers. Use the buttons below while signed in to the Newland Wix administrator account.

Open 36 actual applicants ↗Open 36 immigration cases ↗Review agent associations ↗

These are imported source records requiring staff verification. No external agent/member login has been authorized; original Favro document binaries have not yet been imported.

01

Pipeline board

Drag example cases between stages or open a card to review its workspace.
8 sample cases · 0 checklist items
PRODUCTION LAUNCH GATES · ADMIN VERIFICATION

Go-live readiness & access protection

Grounded snapshot of Wix Security Readiness LCH-01–10, verified November 9, 2026. This is not a live database view and does not authorize access or release documents.

Open protected readiness controls ↗
LCH-01
Wix native intakeAPI smoke test passed
API PASS
LCH-02
Owner email automationConfiguration verified; delivery still untested
PARTIAL
LCH-03
Forms → protected CRMReal end-to-end synchronization still unverified
BLOCKED
LCH-04
Member & case permissionsServer-side authorization and restricted upload missing
BLOCKED
LCH-05
Academy recordsVerified learner progress and issuance missing
BLOCKED
LCH-06
Favro archive migration36 source records staged; actual case documents not migrated
BLOCKED
LCH-07
Operational launchCustom domain connected; full release gate still blocked
BLOCKED
LCH-08
Browser/notification smoke testPartial pass only
PARTIAL
LCH-09
Sensitive document disclosureSecure reception and audit not verified
BLOCKED
LCH-10
CEO delivery verificationActual inbox/mobile receiving not verified
BLOCKED
▣

Case-level document vault

Each actual case will need its own protected files, approval history, document versioning and access audit. The demonstration does not accept or store uploads.

AWAITING SECURE BACKEND
◎

Agent-specific access

Employer, applicant, legal counsel and recruiter views must be restricted by verified identity and explicitly assigned case permissions, not just a front-end filter.

11 ROLE POLICIES NOT ENFORCED
↗

Operations & follow-up

Approvals, comments, case milestones, interview reminders and authorized communication will be tied to one auditable case activity feed.

WORKFLOW DESIGN IN PROGRESS