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.

Smart Questionnaires

• 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.

Document Checklists

• 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.

Integrated Notes

• 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.

Customizable Templates

• 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.

Document Assembly

• 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.