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) |