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About
Access interactive practice management information that’s easy to understand – in real time. Capture, store and manage all the data associated with your legal matters. Complete accounting without specialised staff or software (or an accounting degree). Quickly create customised documents, forms or contracts pre-filled with client data. Automatically capture legal practice costs and make them immediately available for billing. Manage and record time – before, during or after a billable event. Help your law firm improve productivity and provide better customer service. Give your staff mobile access to information, time-management tools, customer data and more. Reduces the costs of working with your clients and improve customer service. Give clients a branded portal, mobile access, secure messaging , a conveyancing app and more.
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About
Officio's cloud-based platform offers immigration professionals an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease.
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.
On a professional level, get unlimited access to educational resources, including CPD courses, client file simulations, and practical tips from industry experts.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Practice Management system for companies
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Audience
Immigration professionals who require a complete immigration solution, including: case management, client management, form management, billing and client/trust account, and continuing professional development.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$69 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFilePro
Founded: 1990
Australia
www.filepro.com.au
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Company InformationOfficio
Founded: 1996
Canada
officio.ca/immigration-software.html
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Categories |
Categories |
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Legal Billing Features
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Case Management Features
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
Law Practice Management Features
Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Calendar Features
Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management
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Legal Billing Features
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Case Management Features
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
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Integrations
Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
Softlog.print
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Integrations
Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
Softlog.print
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