Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Transform the way you manage your time by integrating client onboarding and collaboration into a single platform. Partner with a Formally attorney to navigate your visa options effortlessly and conveniently. Manage your global workforce and handle their visa sponsorships from one centralized location that fits your schedule. We utilize innovative technology combined with insights from behavioral science to redefine the landscape of legal tech, beginning with immigration services. Enhance your case with efficient collaboration and cutting-edge tools. Formally streamlines tasks for each team member and establishes goals tailored to their unique work styles. You can file applications instantly, monitor cases, and leverage our organized data platform to repurpose information for future immigration needs. Bid farewell to outdated case management systems and cumbersome Word documents. Focus on what you excel at, achieving greater efficiency with minimal stress. Our unique visa smart process picker evaluates eligibility and compatibility, allowing you to explore all visa options conveniently in one location. This comprehensive approach not only saves time but also simplifies the complexities often associated with immigration processes.
Description
Officio provides immigration professionals with an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease.
Officio’s cloud-based, intuitive solution helps you streamline client file management, maintain clear points of contact with prospects and clients, automate repetitive tasks, comply with regulatory standards, and stay up-to-date on the immigration industry.
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. Brand and further customize our 50+ email and letter templates. Manage your email and calendar all in one place. Leverage Officio's unlimited educational resources.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Calendly
No
Dropbox
No
Gmail
No
Google Drive
No
Microsoft Office 2021
No
Microsoft Outlook
No
Microsoft Word
Yes
Integrations
Calendly
Yes
Dropbox
Yes
Gmail
Yes
Google Drive
Yes
Microsoft Office 2021
Yes
Microsoft Outlook
Yes
Microsoft Word
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$69 per month
Solo, Pro, and Ultimate packages are available.
Free Trial
No
Free Version
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
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
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Formally
Founded
2018
Website
formally.com
Vendor Details
Company Name
Officio
Founded
1996
Country
Canada
Website
officio.ca/immigration-software.html
Product Features
Product Features
Legal Billing
Accounting Management
Yes
Automatic Billing
No
Calendar Management
No
Case Management
Yes
Client Portal
Yes
Document Management
No
Expense Tracking
No
Time Tracking
No
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
Yes
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes