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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Milestones Professional offers various options for showcasing your MS Project schedules, allowing you to selectively display the tasks you prefer and utilize different symbols and bars for representation. Whether you want to highlight only Finish dates, display task bars, or create a combination of both, Milestones Professional 2021 makes it incredibly straightforward. Additionally, we support imports from Primavera P6 and MS Excel, enhancing our flexibility. After establishing your schedule in Milestones Professional, you can initiate a process known as "Refresh." This feature automatically checks and updates your dates against MS Project, Primavera P6, or MS Excel, ensuring your presentation report remains accurate without the need to recreate your schedule entirely once it’s perfectly arranged. This seamless integration not only saves time but also enhances your workflow efficiency.

Description

Officio provides immigration professionals with an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease. Officio’s cloud-based, intuitive solution helps you streamline client file management, maintain clear points of contact with prospects and clients, automate repetitive tasks, comply with regulatory standards, and stay up-to-date on the immigration industry. Use questionnaires in multiple languages to connect with potential clients. Use our automatic scoring system to assess and categorize your prospects for various immigration programs. Automate your messaging and follow-ups with prospects using customizable email templates. Turn prospects into clients with intuitive setup tools, including client portal and payment schedules. Collaborate with clients and staff to upload important documents, to complete relevant forms, and to open and work on tasks. Update the client file with notes and time spent on each file. Establish and track client payment schedules with notifications for specific dates and milestones. Brand and further customize our 50+ email and letter templates. Manage your email and calendar all in one place. Leverage Officio's unlimited educational resources.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Calendly No 
Dropbox No 
Gmail No 
Google Drive No 
Microsoft Office 2021 No 
Microsoft Outlook No 
SmartAdvocate Yes 

Integrations

Calendly Yes 
Dropbox Yes 
Gmail Yes 
Google Drive Yes 
Microsoft Office 2021 Yes 
Microsoft Outlook Yes 
SmartAdvocate No 

Pricing Details

$349 one-time payment
Free Trial Yes 
Free Version No 

Pricing Details

$69 per month
Solo, Pro, and Ultimate packages are available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

KIDASA Software

Founded

1989

Country

United States

Website

www.kidasa.com

Vendor Details

Company Name

Officio

Founded

1996

Country

Canada

Website

officio.ca/immigration-software.html

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies Yes 

Product Features

Legal Billing

Accounting Management Yes 
Automatic Billing No 
Calendar Management No 
Case Management Yes 
Client Portal Yes 
Document Management No 
Expense Tracking No 
Time Tracking No 

Legal Case Management

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

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