| 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 | 10 GB/user | 20 GB /User | Custom |
| 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 | | | |
| Standard Invoice Template | | | |
| 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 | | | |
