Overview

Key Features and Functions include:

Immigration Case Management
Centralizes case records, documents, deadlines, billing, and communications within a single platform. Case dashboards provide real-time visibility into case status, milestones, and overdue items, with filtering by case type, attorney, or urgency.

USCIS Form Intelligence and Automation
Supports pre-populated immigration forms (e.g., I-130, I-485, N-400) with bi-directional data syncing between client profiles and forms. Updates made in one location automatically propagate across related records and documents.

USCIS Receipt Tracking and Data Extraction
Allows users to upload receipt notices and automatically extract key data points such as receipt number, case type, and priority dates. Tracks case status updates and notifies users when changes occur.

Custom Intake Questionnaires
Provides configurable intake forms with conditional logic and multilingual support. Intake responses automatically generate client profiles, establish family relationships, and populate immigration forms for reuse across cases.

Automated Workflows and Case Milestones
Enables configuration of case-type-specific workflows that generate task lists, document requests, and deadline reminders. Workflow triggers can initiate communications, task assignments, and calendar events based on case activity.

Document Management and Client Uploads
Centralizes document storage with structured requests by case type. Clients can upload documents via secure links or mobile devices, and firms can approve or reject submissions with automated follow-up requests.

Client Application and Portal Functionality
Includes a client-facing application that provides real-time case tracking, document upload, messaging, and payment capabilities. Clients can view case progress, receive notifications, and complete intake forms in multiple languages.

Texting and Communication Management
Integrates SMS, email, and in-app messaging directly into case files. Communication logs are automatically recorded, and multilingual templates support standardized client updates and notifications.

Billing and Legal Trust Accounting
Supports invoicing, payment plans, and trust accounting within the platform. Billing workflows can be automated and linked to case activity and milestones.

Calendar and Deadline Management
Synchronizes case-related events with external calendars and links deadlines, hearings, and appointments to case records. Automated reminders and notifications help manage time-sensitive immigration processes.

Reporting and Business Intelligence
Provides reporting tools to review financial data, case progress, and operational metrics, including revenue breakdowns and forecasting capabilities

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HEADQUARTERS
US
Areas of Use
TARGET AUDIENCE
Law Firms - 20-99 lawyers
Law Firms - 100-499 Lawyers
PRACTICE AREAS

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