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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Streamlining immigration case management and ensuring compliance for clients of various sizes is made easy with INSZoom Case Management. This all-encompassing, secure, and compliant cloud-based immigration software provides all the necessary tools to enhance workflows while safeguarding client and candidate information. As a premier choice in immigration software, it has gained the trust of immigration professionals across the globe. By utilizing INSZoom, your team not only saves valuable time and effort but also becomes champions for your clients in the immigration process. With a vast array of forms and documents to manage, staff often find themselves overwhelmed with compiling, completing, and validating submissions. Relying on manual data entry and managing numerous immigration forms can result in significant errors and jeopardize case outcomes. Additionally, the INSZoom Case Manager App is conveniently accessible through both the Apple App Store and Google Play Store, ensuring that professionals can manage cases on the go. This innovative solution ultimately empowers teams to operate more efficiently and effectively in the ever-evolving landscape of immigration.

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 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
Calendly No 
Dropbox No 
Gmail No 
Google Drive No 
Microsoft Office 2021 No 
Mitratech PlatoBI Yes 
eCMS by Cerenade Yes 

Integrations

Microsoft Outlook Yes 
Calendly Yes 
Dropbox Yes 
Gmail Yes 
Google Drive Yes 
Microsoft Office 2021 Yes 
Mitratech PlatoBI No 
eCMS by Cerenade No 

Pricing Details

$50 per month
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 Yes 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
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

Mitratech

Founded

1987

Country

United States

Website

mitratech.com/products/inszoom/

Vendor Details

Company Name

Officio

Founded

1996

Country

Canada

Website

officio.ca/immigration-software.html

Product Features

Human Services

Case Management Yes 
Certification & Licensing Yes 
Child Welfare Management No 
Document Management No 
Reporting & Statistics No 
Scheduling No 
Time Tracking No 
Training Management No 

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management Yes 
Communication Tracking No 
Conflict Management No 
Corporations Yes 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking No 
Government Yes 
Law Firms Yes 
Records Management No 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Relocation

Content Library No 
Cost Management No 
Employee Portal Yes 
Expense Management No 
Immigration Management Yes 
Move Progress Tracking No 
Onboarding No 
Reimbursement Management No 
Surveys & Feedback No 
Tax Management No 
Vendor Management Yes 

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 

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