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 | 50 GB/user | Unlimited | 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 | | | |
Email | | | |
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) | | | |