Key Features and Functions include:
Case Management and Tracking Supports management of multiple case types, including immigration matters. Users can create custom case templates, set task and event reminders, and add private or shared notes to maintain a centralized communication record.
PDF Forms and Document Generation Auto-populates current USCIS, ICE, and EOIR forms with addendums, which can be saved directly to a case. Also supports creation and generation of Word document templates for broader document drafting needs.
AI Integration AI tools are available to summarize case notes, read and populate documents with extracted data, transcribe and translate interview recordings, and generate documents and emails.
Client Questionnaires Allows firms to securely send clients digital questionnaires via email. Questionnaires are printable, available in over 100 languages, and can be configured with expiration dates or editing locks.
Document Management Provides document checklists that clients can fulfill through questionnaire uploads. Documents are color-coded to identify expiration status, with configurable expiration reminders.
Communication and Email Supports bidirectional email sync with existing email providers, with replies automatically linked to the relevant case. Includes email template creation and the ability to pin important notes. SMS/MMS messaging with clients is also supported, with messages linkable to cases or contacts.
Built-in Real-time Chat Includes an end-to-end encrypted internal messaging tool for team collaboration and instant document sharing, supporting both group and one-on-one conversations.
Calendaring and Event Management Offers two-way calendar integration with Google, Outlook, iOS, and Android. Tasks and invoices are viewable on the calendar, and appointment invites can be sent to clients with response tracking.
Billing, Invoicing, and Payments Supports flat rate, milestone, and hourly billing, with batch invoice creation and scheduled sending. Integrates with LawPay for online credit card and ACH payment processing in compliance with ABA and IOLTA standards. A billing dashboard provides a summary view of invoice statuses, overdue items, and unbilled time.
Time Tracking Enables time tracking at the case and task level, with options to designate time as billable and assign hourly rates by user. Billable time logs can be included directly on invoices.
USCIS Integration Retrieves live case status from USCIS and supports automatic or manual status updates. Relevant receipt numbers are stored with the case record.
Visa Bulletin and Priority Date Tracking Automatically downloads the latest visa bulletin and checks stored priority dates against it, sending notifications when a priority date becomes current.
Kanban Boards Real-time kanban boards allow teams to visualize and manage cases, tasks, contacts, and companies via drag-and-drop, with changes visible to all team members instantly.
Dashboards Staff users can create personalized dashboards; a separate client portal dashboard is also available. Dashboards are responsive and can be shared across a team.
Open API A REST API allows integration with external systems, with sandbox testing prior to production deployment. Users can self-manage API keys and key rotation policies.
QuickBooks Integration Syncs billing and financial records with QuickBooks, with changes in Infotems reflected in QuickBooks and the ability to import existing QuickBooks records.
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