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Description
CLIENT LETTER software is Customer Communication Management (CCM), designed for business users. To automate the creation of customer communications, users can create templates, reusable content and business logic. This includes correspondence, statements, on-boarding materials, and other types servicing communications.
CLIENT LETTER can integrate with a variety of systems to access data and content for personalization. Other systems can also "call” CLIENT LETTER's application programming interfaces (APIs), and generate communications on-demand.
The software keeps a log of every communication sent, modified, approved, and approved by whom. CLIENT LETTER keeps a copy of every communication for compliance purposes.
Visit:
http://www.topdownsystems.com/contact/request-a-demo
Description
Our Intelligent Questionnaires evaluate clients for a range of immigration options while simultaneously gathering the necessary information to complete Immigration Forms, including those with barcodes. Utilize our predefined templates to create your Letters and Retainer Agreement. Enable your clients to monitor their immigration status, upload necessary documents, and process payments through our dedicated client portal. Keep all client documentation organized in a single location. To guarantee the highest level of security for your client information, we implement 256-bit enterprise-level encryption along with a separate database instance exclusive to your organization. Additionally, your account will be temporarily locked after several unsuccessful login attempts, and our CAPTCHA system is in place to thwart automated intrusion attempts effectively. With these measures, you can feel confident about the protection of sensitive data throughout your operations.
API Access
Has API
API Access
Has API
Integrations
8am LawPay
Calendly
Dropbox
Google Drive
Google Workspace
Microsoft 365
QuickBooks Online
Stripe
Zapier
Integrations
8am LawPay
Calendly
Dropbox
Google Drive
Google Workspace
Microsoft 365
QuickBooks Online
Stripe
Zapier
Pricing Details
$30000.00/year
Free Trial
Free Version
Pricing Details
$79 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Top Down Systems Corporation
Founded
1981
Country
United States
Website
www.topdownsystems.com
Vendor Details
Company Name
CaseEasy
Founded
2017
Country
Canada
Website
caseeasy.ca
Product Features
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
