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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Milestones Professional offers various options for showcasing your MS Project schedules, allowing you to selectively display the tasks you prefer and utilize different symbols and bars for representation. Whether you want to highlight only Finish dates, display task bars, or create a combination of both, Milestones Professional 2021 makes it incredibly straightforward. Additionally, we support imports from Primavera P6 and MS Excel, enhancing our flexibility. After establishing your schedule in Milestones Professional, you can initiate a process known as "Refresh." This feature automatically checks and updates your dates against MS Project, Primavera P6, or MS Excel, ensuring your presentation report remains accurate without the need to recreate your schedule entirely once it’s perfectly arranged. This seamless integration not only saves time but also enhances your workflow efficiency.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
SmartAdvocate

Integrations

Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
SmartAdvocate

Pricing Details

$349 one-time payment
Free Trial
Free Version

Pricing Details

$69 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

KIDASA Software

Founded

1989

Country

United States

Website

www.kidasa.com

Vendor Details

Company Name

Officio

Founded

1996

Country

Canada

Website

officio.ca/immigration-software.html

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Product Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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