Start your next matter by opening a single dashboard and kicking off a repeatable intake. Create the file, link the company or family, and assign the right workflow in one step. Send clients a secure portal invite with multilingual forms tailored to the benefit type; as answers arrive, the system flags missing items and updates the checklist automatically. Build document requests with due dates, require specific formats (PDF only, max size), and trigger gentle reminders until everything is in. Use roles to route tasks—paralegal gathers evidence, attorney reviews strategy—and set SLA timers so priority items never slip. Bulk-message clients waiting on passports or I-94s, and auto-log all communication to the record.
Move from intake to preparation without retyping. Map collected data straight into government forms and firm letter templates, then run validation to catch blank fields or inconsistent dates. Generate cover letters, exhibit lists, and attorney sign-off pages in a few clicks. Capture client and attorney signatures digitally, lock final PDFs, and store versions so you can roll back if needed. For eligible filings, submit electronically from within the platform; for others, produce a paginated, indexed packet ready for courier. Sync interview dates, biometrics, and court hearings to your calendar with reminders for you and the client. Keep complex matters organized with milestones—prevailing wage, recruitment window, labor cert, petition, visa stamp—and let automations hand off each stage to the next responsible team member. more
Plan a
$55.00 per user / month
Contact Management
Case Management
Administrative Tools
Caseworker Portal
Client Portal
Questionnaires
Custom Intake Forms
Process Steps with Activities
Customizable Case Processes
Google Calendar & Office 365 Calendar Integration
Document Assembly
No Per Case Fees
Forms Management
Letter Merge
Blank Forms
Tickler
e-Signatures
Standard Reports
Custom Fields
Custom User Settings
Optional Modules
<ul>
<li>Custom Reports
Cloud Storage
E-Filing
Billing or QuickBooks Billing
Credit Card Processing2
SMS Notifications
Acuity Scheduling
USCIS/Visa Bulletin TimesTracker
Advanced Authentication
Time Keeper
Mail! Anywhere
Messaging
Case Initiation Request
Conflict of Interest Check
Plan B
$70.00 per user / month
Contact Management
Case Management
Administrative Tools
Caseworker Portal
Client Portal
Questionnaires
Custom Intake Forms
Process Steps with Activities
Customizable Case Processes
Google Calendar & Office 365 Calendar Integration
Document Assembly
No Per Case Fees
Forms Management
Letter Merge
Blank Forms
Tickler
e-Signatures
Standard Reports
Custom Fields
Custom User Settings
Optional Modules
<ul>
<li>Custom Reports
Cloud Storage
E-Filing
Billing or QuickBooks Billing
Credit Card Processing2
SMS Notifications
Acuity Scheduling
USCIS/Visa Bulletin TimesTracker
Advanced Authentication
Time Keeper
Mail! Anywhere
Messaging
Case Initiation Request
Conflict of Interest Check
Plan C
$85.00 per user / month
Contact Management
Case Management
Administrative Tools
Caseworker Portal
Client Portal
Questionnaires
Custom Intake Forms
Process Steps with Activities
Customizable Case Processes
Google Calendar & Office 365 Calendar Integration
Document Assembly
No Per Case Fees
Forms Management
Letter Merge
Blank Forms
Tickler
e-Signatures
Standard Reports
Custom Fields
Custom User Settings
Optional Modules
<ul>
<li>Custom Reports
Cloud Storage
E-Filing
Billing or QuickBooks Billing
Credit Card Processing2
SMS Notifications
Acuity Scheduling
USCIS/Visa Bulletin TimesTracker
Advanced Authentication
Time Keeper
Mail! Anywhere
Messaging
Case Initiation Request
Conflict of Interest Check
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