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Average Ratings 1 Rating
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.
Description
Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Dropbox
Yes
Gmail
Yes
Microsoft Outlook
Yes
Box
No
Chat Agents
No
Chrometa
No
DirectLaw
No
Evernote
No
Google Calendar
No
Google Drive
Yes
Integrations
Dropbox
Yes
Gmail
Yes
Microsoft Outlook
Yes
Box
Yes
Chat Agents
Yes
Chrometa
Yes
DirectLaw
Yes
Evernote
Yes
Google Calendar
Yes
Google Drive
No
Pricing Details
$69 per month
Solo, Pro, and Ultimate packages are available.
Free Trial
No
Free Version
No
Pricing Details
$49 per user per month
Essentials: $49 per user per month (paid annually)
Pro: $79 per user per month (paid annually)
Premier: $99 per user per month (paid annually)
Elite: $129 per user per month (paid annually)
Pro: $79 per user per month (paid annually)
Premier: $99 per user per month (paid annually)
Elite: $129 per user per month (paid annually)
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
Yes
Android App
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Officio
Founded
1996
Country
Canada
Website
officio.ca/immigration-software.html
Vendor Details
Company Name
ProfitSolv
Founded
2020
Country
United States
Website
www.rocketmatter.com
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
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Billing
Accounting Management
Yes
Automatic Billing
Yes
Calendar Management
Yes
Case Management
Yes
Client Portal
Yes
Document Management
Yes
Expense Tracking
Yes
Time Tracking
Yes
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
No
Discovery Management
No
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
Yes
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No