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
ImmiPractice serves as a comprehensive immigration CRM and practice management platform tailored for professionals in the Canadian immigration sector, which includes RCICs, immigration consultants, and law firms.
Designed with the specific workflows of immigration practices in mind, ImmiPractice enables teams to efficiently navigate the entire client experience, starting from lead acquisition and inquiries to consultations, retainers, document gathering, case management, communication, payment processing, and ongoing client support.
This innovative platform merges various tools—such as CRM capabilities, immigration case management, client intake processes, workflow automation, document management, retainer automation, e-signatures, client portals, and communication utilities—into a single, cohesive system, enhancing productivity and collaboration among team members.
With its ability to streamline operations and improve client interactions, ImmiPractice empowers immigration professionals to provide better service and maintain a competitive edge in the industry.
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
$89 CAD/month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CaseEasy
Founded
2017
Country
Canada
Website
caseeasy.ca
Vendor Details
Company Name
ImmiPractice Automation Solutions
Founded
2019
Country
Canada
Website
immipractice.com
Product Features
Product Features
Alternatives
Alternatives
No Alternatives