Streamlined Practice Management System For Immigration Law Firms
Cloud-based Immigration Case and Compliance Management Software
Prospect and Inquiry Management
- System allows to input prospect details, schedule meetings and consultation, convert the prospect to client, and convert an inquiry in to a case with just few clicks.
Contact and Client Management
- Extensive contact management tool.
- Manage all contact information such as their cases, appointment/consultation, documents, related contacts, portal activity etc. in single view.
- Manage multiple contacts in single screen.
- Automate client interaction with chat, SMS/MMS, emails and associated templates.
- Keep track of all client interactions and their case details.
- Nurture passive clients with relevant information about their cases, dates, and reminders etc. which can be automated.
Appointments and Advanced Calendaring
- Schedule appointments and sync up with your team calendar.
- See all the appointments for all the members at a glance.
- Automate appointment setting with Text/SMS messaging
Keep track of all client interactions and their case details.
- Sync up all the contacts, calendar and emails from Gmail, exchange, outlook, yahoo, AOL etc.
- Integrate team calendar with one master google account and sync it up automatically.
Case Creation from Inquiry
- Create case from the enquiry details already gathered.
- Automatically generate client portals.
- Automatically send out client invitations to connect and complete their profile questionnaires to minimize data entry for the case work.
Immigration Forms Engine
- Accurately and automatically fill the immigration forms with form engine and custom questionnaires.
- Maintain your filed case forms by each case securely
- Maintain your client case/s history and related documentation at one place
Complete USCIS Forms
- Custom forms can be added to form engine to automate form filling.
- Custom forms can be of any case type, immigration or otherwise.
- Automatically populate the custom forms from the questionnaire data that can be filled by your clients or applicants.
- Customize questionnaires if you need it. Our smart questionnaires fill all case forms related to selected case type.
Secure Document Management and Sharing
- Upload documents to client contact or case
- Share the documents with clients
- Allow clients to upload and share the documents with you on their portals.
- Customize document checklist for any case type.
- Clients see the checklist and upload document against each item from their portal.
Case Timer and Integration with Billing
- Case Timer and Integration with Billing
- You can switch between cases and our intelligent timer will keep track of each case time separately and bill the time appropriately to the corresponding client.
- You can preset the hourly rates for case workers and have them track the time if you choose to.
- Non-billable time also can be tracked for each case.
Custom Case Types
- Use our global case types or create your own custom case types.
- Case type can have one or more USCIS or custom forms, templates, document checklist, billing and custom to dos.
- Every item needed to be completed for the case is automatically created and can be assigned.
- Custom case type can be assigned to any client case to use the work flow, templates, forms and questionnaires created for the custom case type.
Case Workflows and Automated Tasks
- Use standard work flow, or create your own work flow.
- Assign work flow to custom or standard case types.
- Maintain all notes related to client and their cases in one place..
- Accessible from any screen.
- Multiple users related to case can contribute to notes, from inquiry, to consultation, and while case progresses until its closure.
- Notes with attachment.
- Customize templates with automatic filing of system questionnaire fields, or custom defined fields.
- Once created, any template can be assigned to any case type. Finalized documents are automatically generated with case data.
- No limit on how many custom templates you can create.
- Embed your company logo and other details to formalize the document.
- Generated documents will have PDF and MS Word version to modify further if needed.
Case Assignment Management
- Assign case to attorney or paralegal as required, and share gathered case related documentation seamlessly.
- Track case progress.
- Transfer case from one team member to another.
Paralegal and Office Admin Modules
- Add and manage paralegal or admin staff.
- Provide access to specific cases or modules to the admin or paralegal staff.
- Track activities of staff.
- Track progress and issue instructions to staff.
- Assemble all case documentation in one big file that can be archived for future reference.
- Assemble various documents that need to be filed as required, with required sequence.
Case Archival and Safe Keeping
- Maintain filed case documents securely.
- Create reminders from completed cases and documentation for future action and to-dos.
- Communicate privately with clients, applicants, petitioners, related parties etc. and maintain records
- Communicate about case at hand with clients and maintain records
- Maintain record of communication with staff about cases, assigned tasks and meetings.
Secure Client Portals
- Provide each client their own immigration portal.
- Allow clients to maintain their profile data, upload documents and communicate directly with you on their related cases from their client portal.
- Allow the clients to retain their portal access for more case work in future.
- Assign client portal based on the client needs.
- Standard single or multi case portal
- Advanced portal with communication, appointments and more
- Self-serve portal to allow clients generate forms in some cases.
- Employee portal for work visa clients with timesheet, and assignment management.
Reminders and Alerts
- Reminders for case dates, deadlines, visa dates, passport expiry, LCA dates and other events for each case or client as per your requirements.
- Set up your own custom reminders to get notified via email and/or SMS.
- Set notifications to be sent to your clients, petitioners or applicants automatically as per your requirements.
- Visa bulletin dates updates automatically and related case status updates and notifications.
- Automatic notification to clients for case or document expiry rules, and more.
- Extensive notification, and reminder/alert system for various needs.
Tasks, and to dos
- Maintain all the required immigration related tasks and to-dos. Maintain all case related to-dos by case, by date, or by client etc.
Email and SMS/Text Templates
- Create your own email or SMS/Text templates and automate communication with your clients based on trigger events.
Professional Invoicing and Payments
- Invoice by case type or time logged or both as you set it up for your case, automatically.
- Payment plans (installment plans).
- Discounts by percentage or flat amount.
- Automatic invoice notification to client and payment notification to your office.
- Integrate invoicing and payments seamlessly with couple clicks.
- Sync billing and payment data with QuickBooks seamlessly.
- Manage entire staff of the firm, including Attorneys, Paralegal, Admin and other staff.
- Provide them controlled access.
- Track activities
- Team calendar to resolve conflicts and manage everyone’s time efficiently.
- Automate case appointments with Text/SMS with automatic staff availability check.
Access Control Management
- Define and maintain access control to certain modules or data based on user type, role and corporate requirements.
Scheduling and custom workflows
- Establish your law firm’s processes by defining custom workflows.
- Create custom workflows or use defined workflows.
- Create repeatable tasks schedule related to case type and schedule such tasks automatically for case created with such case type.
- Multiple workflows possible
- Associate specific workflow with specific case type to automatically enforce the law firm’s process.
Extensive Reporting Capabilities
- Simple quick reports on case activity, staff activity and more with extensive filtering options based on the type of report. Advanced custom reporting with drag and drop report creation. Reuse and rerun the custom reports. Billing reports to see the payment activity, late payments, partial payments and more.
- Integrate payments processing and receive all credit/debit and check payments in the system.
- All the documentation and reporting at one place to assist you in immigration compliance.