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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 

Screenshots View All

Screenshots View All

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 
Google Workspace No 
LEX Reception No 
LawKPIs No 
Lawmatics No 
LexCharge No 
Microsoft 365 No 
NetDocuments No 
Posh No 
Veza Reception No 
WiseTime No 

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 
Google Workspace Yes 
LEX Reception Yes 
LawKPIs Yes 
Lawmatics Yes 
LexCharge Yes 
Microsoft 365 Yes 
NetDocuments Yes 
Posh Yes 
Veza Reception Yes 
WiseTime Yes 

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)
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 

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