Related Products
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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 Say goodbye to clunky case management and out-of-date Word docs.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.
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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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Lawyers and companies requiring a solution to file and manage immigration processes
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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
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$69 per month
Solo, Pro, and Ultimate packages are available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationFormally
Founded: 2018
formally.com
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Company InformationOfficio
Founded: 1996
Canada
officio.ca/immigration-software.html
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Alternatives |
Alternatives |
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Categories |
Categories |
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Legal Billing Features
Accounting Management
Supported
Automatic Billing
Not Supported
Calendar Management
Not Supported
Case Management
Supported
Client Portal
Supported
Document Management
Not Supported
Expense Tracking
Not Supported
Time Tracking
Not Supported
Legal Case Management Features
Billing Management
Supported
Calendar Management
Supported
Case Notes
Supported
Client Management
Supported
Communication Tracking
Supported
Conflict Management
Not Supported
Corporations
Not Supported
Court Management
Not Supported
Discovery Management
Not Supported
Docket Management
Not Supported
Document Management
Supported
Expense Tracking
Not Supported
Government
Not Supported
Law Firms
Not Supported
Records Management
Not Supported
Task Management
Supported
Time Tracking
Supported
Trust Accounting
Supported
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Integrations
Calendly
Not Supported
Dropbox
Not Supported
Gmail
Not Supported
Google Drive
Not Supported
Microsoft Office 2021
Not Supported
Microsoft Outlook
Not Supported
Microsoft Word
Supported
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Integrations
Calendly
Supported
Dropbox
Supported
Gmail
Supported
Google Drive
Supported
Microsoft Office 2021
Supported
Microsoft Outlook
Supported
Microsoft Word
Not Supported
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