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Plans / Pricing

Professional-Pay By Case

Pay by Case
No Annual Membership Fee

Only Pay $25/Case

PROFESSIONAL

Annual Subscription
(Unlimited Cases)
$39/month/user Billed Annually BUY NOW
14 Day Trial
Monthly SUBSCRIPTION
(UNLIMITED CASES)
$59 /Month/User
BUY NOW
14 Day Trial

ENTERPRISE

Minimum 5 Users

14 Day Trial

Compare Plans

FeaturesPROFESSIONAL-PAY BY CASEProfessionalEnterprise
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 Limit50 GB/userUnlimitedUnlimited
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)

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