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About

Leverage your time in a new way by onboarding and collaborating with your clients all in one platform. Work with a Formally attorney for a simple and convenient path to your visa options. Oversee your international employees and sponsor their visas, all in one place and at your convenience. We leverage intelligent tech with behavioral science to create a whole new category of legal tech and it all starts with immigration. Make your best case with seamless collaboration and state-of-the-art technology. Formally breaks down tasks for each person and sets goals based on individual working styles. File instantly, track cases, and use our structured data platform to reuse info for any future immigration processes. Say goodbye to clunky case management and out-of-date Word docs. You do the work you do best, with more efficiency and less hassle. Our one-of-a-kind visa smart process picker can assess eligibility and fit to see all visa options in one place.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Lawyers and companies requiring a solution to file and manage immigration processes

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.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$69 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Formally
Founded: 2018
formally.com

Company Information

Officio
Founded: 1996
Canada
officio.ca/immigration-software.html

Alternatives

Alternatives

Categories

Categories

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

Integrations

Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
Microsoft Word

Integrations

Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
Microsoft Word
Claim Formally and update features and information
Claim Formally and update features and information
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Claim Officio and update features and information