Features
The list of features is ever-growing. Here are some highlights...
Dynamic, Customizable Dashboards
- Staff users can create their own dashboards
- Client portal has its own, separate dashboard
- Set a default dashboard
- Responsive dashboards that respond to your screen size
Questionnaires - Multilingual
- Securely email questionnaires to your clients to fill out
- Printable and multilingual in over 100 languages
- Set expiration dates to prevent data editing after a certain time
- Lock questionnaires from client edits
Built-in Real-time Chat
- Collaborate with your team in real-time chat
- Share documents instantly
- All chats are end-to-end ecrypted
- Chat with multiple team members or one-on-one
SMS/MMS/Text Messaging
- Communicate with your clients via SMS
- Receive documents via text directly in the system
- Link messages to Case or Contact for history
- You or your client can initiate text messages
Visa Bulletin - Priority Date Tracker
- Add one or more priority dates to the case
- Automatically detects and downloads latest visa bulletin
- Checks the priority dates against latest bulletin
- Notifies when a date becomes current
USCIS Integration
- Get live case status from USCIS
- Case status updated automatically from USCIS
- Click refresh to update manually
- Store all relevant receipt numbers with the case
Bullet-proof security
- Encrypted communication via SSL
- 2-Step Verification aka 2FA via SMS or email
- 2FA enforcement by account admins
- Encrypted sensitive data points
Real-time Kanban Boards
- Collaborate with your team in real-time
- Visualize and organize work by drag/drop
- Apply to Cases, Tasks, Contacts, Companies
- Team sees changes in real-time
Clients, Contacts, Foreign Nationals
- Manage personal and business contacts from one place
- Categorize and group contacts for easy searching
- Everything about the contact easily accessible from one screen
- Upload contact images
Case Management and Tracking
- Manage all types of cases, not just immigration
- Create your own case templates or use one of ours
- Set reminders for important tasks or events
- Add notes as private or shared to keep all communication in one place
PDF Forms
- Generate auto-populated, latest USCIS, ICE, EOIR forms with addendums
- Save the form and addendum directly to the case with one click
- Annotations and comments are also saved with the PDF
- Forms remain editable so you can make further edits
Document Management
- Create and generate Word document templates
- Create document checklists for clients so clients can upload needed documents via questionnaires
- Color coded to make it easy to identify expired vs expiring-soon documents
- Set document expiration reminders
Communication and Email
- Bidirectional email sync with your email provider
- Send email and receive replies directly on the case
- Create letter templates to auto-generate email and letter content
- All emails and notes are linked to the case and searchable
Calendaring and Event Management
- 2-way calendar integration with Google, Outlook, iPhone or Android devices
- View tasks and invoices on the calendar
- Send appointment invites to clients and track their responses
- Create private events for your eyes only
Time Tracking
- Track time on a case and/or task
- Choose to make it billable
- Add hourly rates for each user
- Access the currently-running timer from dashboard
Billing Dashboard
- See invoice statuses in a single view
- Review and approve invoices pending your approval
- Follow-up on overdue invoices
- Easily identify unbilled invoices
Invoicing and Billing
- Email or print great-looking invoices with your logo
- Flat rate, milestone or hourly billing supported
- Create multiple monthly invoices with one click
- Schedule invoices to be sent in the future
Securely Process Credit Card/ACH Payments Online
- Infotems Payments allows online processing of credit card and ACH payments
- Accept funds in Operating or Trust accounts
- Satisfy ABA and IOLTA compliance standards
- Powered by LawPay
Integration with QuickBooks
- Sync with QuickBooks
- Changes made in Infotems will update in QuickBooks
- Import from QuickBooks
- Easily identify records linked with QuickBooks