Your clients need you focused on case strategy, not juggling forms and case tasks. You need productivity tools built to help you manage casework in half the time so you can focus on building relationships and helping clients.
Create client profiles and cases in seconds.
Keep all your client and case data in one place.
Guide staff through case work with step-by-step processes.
Ensure case files are accurate and complete.
Set up automated reminders to keep cases on track.
Get a library of 300+ always up-to-date immigration forms.
Auto-populate forms to create error-free applications.
Sign forms electronically and capture client signatures.
Ensure case files are accurate and complete.
Quickly e-file forms on USCIS, DOS, and DOL websites.
Communication is critical to successful outcomes. Maintain communications and make the immigration process less intimidating by giving clients an intuitive interface to engage with your practice anytime, from anywhere.
Clients get an interactive portal where they can:
Communicate with their legal team
Monitor case progress
Answer questionnaires and intake forms
Upload, review, and sign documents
View and pay invoices
Easily generate time-based expense reports and invoices.
Collect payments and offer autopay options.
Monitor clients’ billing progress and payment history.
Set up trust accounting and payment plans.
Speed up collections with automated reminders.
Alert staff of overdue payments with automatic notices.
Access real-time insights about your clients, cases, and practice so you can make more informed decisions when it comes to your business.
Pull 30+ common pre-defined reports.
Run custom reports across 1,000+ data points.
Monitor and optimize caseworker caseloads and progress.
Audit cases for information gaps and completeness.
Easy to set up, easy to use
Training when you need it
Award-winning support
