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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Streamlining immigration case management and ensuring compliance for clients of various sizes is made easy with INSZoom Case Management. This all-encompassing, secure, and compliant cloud-based immigration software provides all the necessary tools to enhance workflows while safeguarding client and candidate information. As a premier choice in immigration software, it has gained the trust of immigration professionals across the globe. By utilizing INSZoom, your team not only saves valuable time and effort but also becomes champions for your clients in the immigration process. With a vast array of forms and documents to manage, staff often find themselves overwhelmed with compiling, completing, and validating submissions. Relying on manual data entry and managing numerous immigration forms can result in significant errors and jeopardize case outcomes. Additionally, the INSZoom Case Manager App is conveniently accessible through both the Apple App Store and Google Play Store, ensuring that professionals can manage cases on the go. This innovative solution ultimately empowers teams to operate more efficiently and effectively in the ever-evolving landscape of immigration.

Description

TrusteSolutions stands as a pioneer in the realm of cloud-based case management software designed specifically for the needs of busy trustees, consistently pushing the boundaries of innovation to provide cutting-edge technology that empowers you to take charge of your casework. With features like integrated workflow automation and seamless banking solutions, TrusteSolutions enhances your daily operations, promoting greater efficiency so you can achieve more with fewer clicks. Transitioning to a new case management system can feel overwhelming, which is why we emphasize a clear and thoughtful approach to our conversion process. Recognizing that the details matter, we've developed a distinctive strategy that guarantees a hassle-free transition, allowing you to discover the keys to a swift and straightforward move to your next case management provider. Not only do we have a strong online presence, but we also originated in the digital space, ensuring we are well-equipped for today’s fast-paced environment. In an era where mobility is essential, you can easily access all your files, case notes, and documents, whether you're in court or on the move, ensuring you stay connected and productive. Embrace the future of case management with confidence, knowing TrusteSolutions has your back at every step.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
Mitratech PlatoBI Yes 
eCMS by Cerenade Yes 

Integrations

Microsoft Outlook No 
Mitratech PlatoBI No 
eCMS by Cerenade No 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Mitratech

Founded

1987

Country

United States

Website

mitratech.com/products/inszoom/

Vendor Details

Company Name

TrusteSolutions

Country

United States

Website

www.trustesolutions.com

Product Features

Human Services

Case Management Yes 
Certification & Licensing Yes 
Child Welfare Management No 
Document Management No 
Reporting & Statistics No 
Scheduling No 
Time Tracking No 
Training Management No 

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management Yes 
Communication Tracking No 
Conflict Management No 
Corporations Yes 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking No 
Government Yes 
Law Firms Yes 
Records Management No 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Relocation

Content Library No 
Cost Management No 
Employee Portal Yes 
Expense Management No 
Immigration Management Yes 
Move Progress Tracking No 
Onboarding No 
Reimbursement Management No 
Surveys & Feedback No 
Tax Management No 
Vendor Management Yes 

Product Features

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management No 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

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