An extensive suite of modules for your everyday case and company management needs.
Everything is web-based and online so there is no software to install. All upgrades
are included, seamless and instantly applied to your system.
Contact Management
- Manage personal and business contacts, all from one place
- Categorize your contacts
- Export to Excel for mass manipulation or to perform a Mail merge |
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Case Management and Tracking
- Manage all your immigration cases
- Track and set reminders, important dates, visa expirations and more
- Ability to export case data into Word
- Create a team and assign roles to work on the case
- Create an unlimited number of private or shared notes on the case
- Grant access to your clients so they can check their case status online and stay
informed without having to call your office |
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Email Functionality and Tracking
- Compose and send email directly from the case
- Emails and attached documents are stored with the case for easy access later
- Track all sent emails and notes created on a case
- All attached documents are stored on our servers for central access |
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Task Management
- Create and assign tasks to members of your staff
- Track case progress
- Review overdue or pending tasks
- View your tasks and Events in a singe Calendar view |
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Financial Management
- Track Invoices sent, Payments received and current case balance
- Upload cheque copies to have a complete trail of received cheques
- Ability to export case financial transactions to Excel for further analysis |
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Calendar/Event Management
- Track Court dates
- Track Personal events
- View tasks and events in one view
- Time zone intelligence. When you travel, simply update your profile to the time zone you’re in and all
dates/times will adjust accordingly, always showing the local time |
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Document Management
- Upload all case-related documents to the case. All types of documents are supported
- One place for all stored files
- Save time by searching on filenames, created date, modified date and many other parameters to
quickly and easily get to the needed files |
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Reporting
- View your company’s data in graphical formats such as Pie charts, Bar charts,
etc…
- Review company’s revenue pipeline to determine financials such as budgeting
- Generate Case Expiration reports |
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HR Management
- Create Staff profiles with images
- Store staff resumes
- Track Vacation days, sick days and performance reviews
- Track salaries and bonuses paid to employees |
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Security
- Grant customized access for your clients, firm HR admin or your own staff members
- Rest assured that all industry-wide best practices have been embraced to ensure
the highest possible security for your data and documents
- Our datacenter employs the highest quality equipment and networking technologies
to ensure your data remains safe, online and functional
- Control who sees or does what in a case
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