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Unlimited cases



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Pay per case


Only Pay $49/Case
*No Subscription Needed

$59 /month/user Billed Monthly

PROFESSIONAL

  • Unlimited Cases
  • All Features
  • 300 SMS
  • Unlimited File Storage
BUY NOW

14 DAY TRIAL

$39/month/user Billed Anually

PROFESSIONAL

  • Unlimited Cases
  • All Features
  • 300 SMS
  • Unlimited File Storage
  • Free Website
BUY NOW

14 DAY TRIAL

AddOn Pricing

CUSTOM SOFTWARE

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Website Design

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Nurture passive clients with relevant information

Email and Text Marketing

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Email and Text Marketing

SEO and PPC

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SEO and PPC

Memorable Phone Numbers

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Memorable Phone Numbers and Call Tracking

Plans Comparison

FeaturesPROFESSIONAL-PAY BY CASEProfessionalCustom Software
Case Manager
Up-to-date Immigration Forms
Smart Questionnaires
Secure Document Management and Sharing
Document Checklists
Case Notes
Custom Case Todos
Case Assignment Management
Case Workflows and Automated Tasks
Custom Case Types
Custom templates for documents
Prospect and Inquiry Management
Advanced Contact Management
Inquiry Management
Document Management
Document upload, share for clients and cases
Data Storage Limit10 GB/user20 GB /UserCustom
Document Assembly
Template Management
Communication Hub
Chat on Portal / Email
2-Way Text/SMS/MMS Messaging$$$$
No Cost Data Migration from Current system*
Secure Client Portals
Simple Standard Portal
Advanced HR Portal
Self serve portal
Employee Portal
Timesheet Management
Vendor Portals
Delegation portal$$
Third Party portal$$
Reminders and Alerts
Advanced Calendaring
Notes with attachments
Custom Todos
Case Timer
Professional Invoicing and Payments
Standard Invoice Template
Custom Invoice Template
Payment Plans
Staff Management
Integration
Contacts and Calendar with 2-way sync
Google (Gsuite), Yahoo, Outlook, Hotmail, Exchange and more
QuickBooks Integration
Custom Integration
Compliance Module
White Labeling
Cusotm Logo, Site integration
Custom Email Templates
Reporting
Quick Reports with Filters
Custom Drag and Drop Reports
Billing Reports