Collaborate seamlessly with Applicants, Petitioners, Immigration Attorneys, Paralegals and other staff.
Work from anywhere and from any device
| Features | Professional |
|---|---|
| Case Manager | |
| Up-to-date Immigration Forms | |
| Smart Questionnaires | |
| Secure Document Management and Sharing | |
| Document Checklists | |
| Case Notes | |
| Custom Case Todos | |
| Case Assignment Management | |
| Case Workflows and Automated Tasks | |
| Custom Case Types | |
| Custom templates for documents | |
| Prospect and Inquiry Management | |
| Advanced Contact Management | |
| Inquiry Management | |
| Document Management | |
| Document upload, share for clients and cases | |
| Data Storage Limit | Unlimited |
| Document Assembly | |
| Template Management | |
| Communication Hub | |
| Chat on Portal / Email | |
| 2-Way Text/SMS/MMS Messaging | $$ |
| No Cost Data Migration from Current system* | |
| Secure Client Portals | |
| Simple Standard Portal | |
| Advanced HR Portal | |
| Self serve portal | |
| Employee Portal | |
| Timesheet Management | |
| Vendor Portals | |
| Delegation portal | $$ |
| Third Party portal | $$ |
| Reminders and Alerts | |
| Advanced Calendaring | |
| Notes with attachments | |
| Custom Todos | |
| Case Timer | |
| Professional Invoicing and Payments | |
| Custom Invoice Template | |
| Payment Plans | |
| Staff Management | |
| Integration | |
| Contacts and Calendar with 2-way sync | |
| Google (Gsuite), Yahoo, Outlook, Hotmail, Exchange and more | |
| QuickBooks Integration | |
| Custom Integration | |
| Compliance Module | |
| White Labeling | |
| Cusotm Logo, Site integration | |
| Custom Email Templates | |
| Reporting | |
| Quick Reports with Filters | |
| Custom Drag and Drop Reports | |
| Billing Reports | |
| Support | |
| Chat | |
| Phone | |
| Online Meetings | |
| Training | |
| Free Online Training | |
| Help Videos | |
| Free Online Group Trainings | |
| Free Online Trainngs for New Staff Members As needed | |
| On-Site Training (At Cost) |
Collaborate seamlessly with Applicants, Petitioners, Immigration Attorneys, Paralegals and other staff.
Work from anywhere and from any device
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