Client & Contact Management
Client Profiles
Maintain detailed biographic, family, professional, and historical data for every client in your database. Store client-specific documents such as birth certificates, I-94s, copies of passports, etc.
Custom Fields
Create custom fields for client and case profiles to capture any additional information your practice needs.
Case History
View all cases and services provided to each client and their associated family members.
Notes & Logs
Log every client interaction so everyone knows exactly where each case stands at any time. Allow clients to view all or select notes from their portal.
Appointment Calendar
Create appointments directly from client records. View caseworker availability when scheduling. Sync with your Office 365 or Google Calendar.
Client Communications Center
Improve client communications by centralizing all messages in one place. Your communication center lets you send, receive, and respond to text messages and emails directly from client profiles or your system inbox.
SMS Messaging
Compose SMS Texts in the portal and send them to clients instantly. Receive text replies as messages in your caseworker portal.
Notifications
Use client portal notifications to get clients' attention about timely updates and requests.
Secure Messaging Center
Communicate with other caseworkers and clients via a secure internal messaging module. Log email communications on client and case profiles.
Personalized Templates
Streamline regular communications with customizable email, letter, and document templates. Choose from existing templates or build your own.
Client Portal
Case Status Monitoring
Give clients peace of mind with real-time visibility into case status, letting them know exactly where things stand.
Appointment Scheduling
Allow clients to schedule appointments with their paralegal or attorney by connecting eimmigration with your Acuity account.
Billing and Payments
Provide centralized access to invoices and billing statements. Let clients pay invoices directly through their portal.
Extractor AI Workmate
Instantly populate client and case profiles from passports, intake forms, or other PDF documents so you can spend more time building relationships and less time entering data. You’ll save hundreds of keystrokes per case and prevent data entry mistakes.
Extractor AI automatically extracts information from electronically-completed and handwritten PDFs.
Lead & Pipeline Management
Lead Capture
Seamlessly capture and route prospective client inquiries from your website to your eimmigration account.
Sales Templates
Build email templates to quickly follow up with prospects and grow your client base.
Sales Task Reminders
Set reminders to follow up with leads and prospects so no opportunities slip through the cracks.
Case Referral Management
Track outbound and inbound case referrals from internal and external parties.
Pipeline Management & Analytics
Get a complete overview of your client pipeline. Track the status of leads, prospects, and clients.
