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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
The premier platform designed to enhance your skills as an attorney while increasing visa approval rates. With OVIE, you will gain vital insights that empower you to effectively strategize alongside your clients as you tackle complex immigration challenges, all while receiving valuable guidance and solutions. Easily create tailored contracts and swiftly send documents to clients using our all-in-one ecommerce tool. Assemble every component necessary for your client's visa application, including briefs, expert letters, forms, contracts, and business plans. Clients have the ability to upload documents, communicate with their legal representatives, manage payments, and track the progress of their cases within a secure portal. This platform not only aims to improve your capabilities as an attorney but also significantly streamlines the visa production process by minimizing the time and personnel involved. Thought-provoking strategy questions are included to assist attorneys in pinpointing potential issues and proposing effective solutions to navigate the complexities of immigration law. Ultimately, OVIE is your partner in achieving better outcomes for you and your clients in the realm of immigration.
API Access
Has API
API Access
Has API
Integrations
Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
Integrations
Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
Pricing Details
$69 per month
Free Trial
Free Version
Pricing Details
$130 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Officio
Founded
1996
Country
Canada
Website
officio.ca/immigration-software.html
Vendor Details
Company Name
Visas.AI
Country
United States
Website
visas.ai/
Product Features
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting