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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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