Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our Intelligent Questionnaires evaluate clients for a range of immigration options while simultaneously gathering the necessary information to complete Immigration Forms, including those with barcodes. Utilize our predefined templates to create your Letters and Retainer Agreement. Enable your clients to monitor their immigration status, upload necessary documents, and process payments through our dedicated client portal. Keep all client documentation organized in a single location. To guarantee the highest level of security for your client information, we implement 256-bit enterprise-level encryption along with a separate database instance exclusive to your organization. Additionally, your account will be temporarily locked after several unsuccessful login attempts, and our CAPTCHA system is in place to thwart automated intrusion attempts effectively. With these measures, you can feel confident about the protection of sensitive data throughout your operations.
Description
Ekspat is a cloud-based CRM designed specifically for immigration agencies, independent legalization experts, law firms, and HR departments that oversee cases involving foreign nationals in Poland. This platform consolidates client information, tracks case progress, manages documents, and keeps tabs on important deadlines. Through a dedicated portal, clients have the ability to upload documents and monitor the status of their cases, while staff members can assess submissions, provide feedback, delegate responsibilities to managers, and get notifications about crucial dates like visa and residence permit deadlines. Additionally, teams can design or modify document checklists, archive case files, and generate reports to analyze client interactions, staff performance, and task completion. Ekspat effectively streamlines client workflows for immigration processes in Poland, facilitating everything from gathering necessary documents to preparing case files. The service also allows users to set client limits based on their plans, and the provider offers assistance in migrating data from spreadsheets or alternative CRM systems, ensuring a smooth transition for new users. Ultimately, Ekspat offers a comprehensive solution for managing the complexities of immigration cases while enhancing communication and efficiency for both clients and staff.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
8am LawPay
Yes
Calendly
Yes
Dropbox
Yes
Google Drive
Yes
Google Workspace
Yes
Microsoft 365
Yes
QuickBooks Online
Yes
Stripe
Yes
Zapier
Yes
Integrations
8am LawPay
No
Calendly
No
Dropbox
No
Google Drive
No
Google Workspace
No
Microsoft 365
No
QuickBooks Online
No
Stripe
No
Zapier
No
Pricing Details
$79 per month
Free Trial
No
Free Version
No
Pricing Details
200 PLN/month
Basic: 200 PLN/month for up to 50 clients. Extended: 600 PLN/month for up to 250 clients. Premium: 1,000 PLN/month for unlimited clients. Annual billing saves 17% versus monthly billing.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CaseEasy
Founded
2017
Country
Canada
Website
caseeasy.ca
Vendor Details
Company Name
Ekspat
Founded
2024
Country
Poland
Website
ekspat.pl