Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Ekspat CRM is a cloud CRM for immigration agencies, independent legalization specialists, law firms and in-house HR teams that handle cases of foreigners in Poland. Each case keeps the client's details, documents, key dates and comments in one place. The client fills in a questionnaire in Polish, Ukrainian, Russian or English and uploads files in the client panel, where the case status is also visible. The specialist checks each document and approves it or returns it with a comment. From the questionnaire answers, Ekspat CRM prepares the case documents: the application, declarations and a power of attorney. It covers 8 procedures: temporary residence, permanent residence, EU long-term residence, change of permit, invitation, registration of residence of an EU citizen, recognition as a Polish citizen and granting of Polish citizenship. Document checklists with examples come ready for each case type, and the team can edit them. Ekspat CRM reminds the team of visa and residence card dates and of interviews. The account owner assigns clients to managers, hands cases over and sees reports by client and by manager. Closed cases go to the archive. The Ekspat team moves data from spreadsheets or another CRM free of charge. The interface is available in English, Polish, Russian and Ukrainian.
Description
Attorney immigration software facilitates smooth collaboration among applicants, petitioners, immigration lawyers, paralegals, and other personnel. It allows users to operate from any location and device, enhancing flexibility. After creating templates, they can be effortlessly assigned to various case types. Automatically generated documents include relevant case information, ensuring accuracy. Users can personalize these documents by embedding their company logo and other essential details to give them a professional touch. The software provides generated documents in both PDF and MS Word formats for further modifications if necessary. Access to specific cases or modules can be granted to administrative staff or paralegals as needed. Clients can view a checklist and upload relevant documents directly through their portal, streamlining the process. Additionally, you can easily navigate between different cases, while our smart timer efficiently tracks the time spent on each case, allowing for accurate billing to the respective clients. This comprehensive system not only simplifies document management but also enhances overall workflow efficiency for legal practitioners.
API Access
Has API
No
API Access
Has API
No
Integrations
Contacts+
No
Microsoft Outlook
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Integrations
Contacts+
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Pricing Details
200 PLN/month
Start: PLN 0 per month for accounts registered by 31 December 2026 (standard price PLN 100 per month), up to 3 active clients. Basic: PLN 200 per month, up to 50 clients. Extended: PLN 600 per month, up to 250 clients. Premium: PLN 1,000 per month, unlimited clients. Annual billing saves 17%. Prices are net, plus VAT.
Free Trial
No
Free Version
Yes
Pricing Details
$25 per user per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Ekspat
Founded
2024
Country
Warsaw, Poland
Website
ekspat.pl
Vendor Details
Company Name
ImmiCompliance
Founded
2016
Country
United States
Website
www.immicompliance.com
Product Features
Product Features
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
Yes
Expense Tracking
Yes
Government
No
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
No