Plans / Pricing
Professional-Pay By Case
Annual Subscription
(Unlimited Cases)
$0/month/user Billed Annually
ENTERPRISE
Annual Subscription
(Unlimited Cases)
$0/month/user Billed Annually
Minimum 5 Users
Compare Plans
| Features | PROFESSIONAL-PAY BY CASE | Professional | Enterprise |
|---|---|---|---|
| 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 | |||
| 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) |