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End to End case management Streamline Immigration Practice with 
and i…
Cloud Case and Compliance 
Management System
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Front Office Case Management Communication Back Office Press/Awards Testimonials
Front Office
Prospect and Inquiry Appointments and Advanced 
Management Calendaring
System allows to input prospect details, schedule meetings and consultation, Schedule appointments and sync up with your team 
convert the prospect to client, and convert an inquiry in to a case with just calendar. See all the appointments for all the 
few clicks. members at a glance.
Contact and Client 
Automate appointment setting with Text/SMS messaging
Management
Extensive contact management tool.
Keep track of all client interactions and their 
Manage all contact information such as their cases, 
case details.
appointment/consultation, documents, related contacts, portal 
activity etc. in single view. Sync up all the contacts, calendar and emails from Gmail, exchange, 
Manage multiple contacts in single screen. outlook, yahoo, AOL etc.
Automate client interaction with chat, SMS/MMS, emails and associated Integrate team calendar with one master google account and 
templates. Keep track of all client interactions and their case details. sync it up automatically.
Nurture passive clients with relevant information about their cases, 
dates, and reminders etc. which can be automated.
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Case Management
Case Creation from Case Workflows and Automated Tasks
Inquiry
Create case from the enquiry details already Use standard work flow, or create your own work 
gathered. Automatically generate client portals. flow. Assign work flow to custom or standard 
Automatically send out client invitations to connect and complete case types.
Integrated Notes
their profile questionnaires to minimize data entry for the case 
work. Maintain all notes related to client and their cases in one 
Immigration Forms place.. Accessible from any screen.
Engine
Accurately and automatically fill the immigration forms with form engine and Multiple users related to case can contribute to notes, from inquiry, to 
custom questionnaires. consultation, and while case progresses until its closure.
Maintain your filed case forms by each case securely Notes with attachment.
Maintain your client case/s history and related documentation at one place Customizable Templates
Complete USCIS Forms Customize templates with automatic filing of system questionnaire fields, or 
Custom forms can be added to form engine to automate form custom defined fields.
filling. Custom forms can be of any case type, immigration Once created, any template can be assigned to any case type. Finalized 
or otherwise. documents are automatically generated with case data.
Automatically populate the custom forms from the questionnaire data that No limit on how many custom templates you can create.
can be filled by your clients or applicants. Embed your company logo and other details to formalize the document. 
Smart Questionnaires Generated documents will have PDF and MS Word version to modify 
Customize questionnaires if you need it. Our smart questionnaires fill all further if needed.
case forms related to selected case type.
Case Assignment Management
Secure Document Management and Assign case to attorney or paralegal as required, and share gathered case 
Sharing
Upload documents to client contact or related documentation seamlessly.
case Share the documents with Track case progress.
clients Transfer case from one team member to another.
Allow clients to upload and share the 
docDumoceuntms ewnitht  you on their portals. Paralegal and Office Admin Modules
Checklists
Customize document checklist for any case type. Add and manage paralegal or admin staff.
Clients see the checklist and upload document against each item from their Provide access to specific cases or modules to the admin or 
portal. paralegal staff. Track activities of staff.
Case Timer and Integration with 
Track progress and issue instructions to staff.
Billing
Case Timer and Integration with Billing
Document Assembly
You can switch between cases and our intelligent timer will keep track of 
each case time separately and bill the time appropriately to the Assemble all case documentation in one big file that can be archived for 
corresponding client. future reference.
You can preset the hourly rates for case workers and have them track the Assemble various documents that need to be filed as required, with 
time if you choose to. required sequence.
Non-billable time also can be tracked for each case.
Custom Case Types Case Archival and Safe Keeping
Use our global case types or create your own custom case types. Maintain filed case documents securely.
Case type can have one or more USCIS or custom forms, templates, Create reminders from completed cases and documentation for future action 
document checklist, billing and custom to dos. and to- dos.
Every item needed to be completed for the case is automatically created and 
can be assigned.
Custom case type can be assigned to any client case to use the 
work flow, templates, forms and questionnaires created for the 
custom case type.
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Communication
Communication Reminders and 
Hub Alerts
Communicate privately with clients, applicants, petitioners, related parties Reminders for case dates, deadlines, visa dates, passport expiry, LCA 
etc. and maintain records dates and other events for each case or client as per your 
Communicate about case at hand with clients and maintain records requirements.
Maintain record of communication with staff about cases, assigned Set up your own custom reminders to get notified via email and/or SMS.
tasks and meetings. Set notifications to be sent to your clients, petitioners or applicants 
automatically as per your requirements.
Secure Client 
Visa bulletin dates updates automatically and related case status 
Portals
Provide each client their own immigration portal. updates and notifications.
Allow clients to maintain their profile data, upload documents and Automatic notification to clients for case or document expiry rules, 
communicate directly with you on their related cases from their client and more. Extensive notification, and reminder/alert system for 
portal. various needs.
Allow the clients to retain their portal access for more case work in 
Tasks, and to dos
future. Assign client portal based on the client needs.
Standard single or multi case portal Maintain all the required immigration related tasks and to-dos. Maintain 
Advanced portal with communication, appointments and all case related to-dos by case, by date, or by client etc.
more Self-serve portal to allow clients generate forms Email and SMS/Text Templates
in some cases. Create your own email or SMS/Text templates and automate 
Employee portal for work visa clients with timesheet, and communication with your clients based on trigger events.
assignment management.
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Back Office
Professional Invoicing and Scheduling and custom workflows
Payments
Invoice by case type or time logged or both as you set it up for Establish your law firm's processes by defining custom 
your case, automatically. workflows. Create custom workflows or use defined 
Payment plans (installment plans). workflows.
Discounts by percentage or flat Create repeatable tasks schedule related to case type and schedule such 
Aamutoumnat.tic invoice notification to client and payment notification to Mtauskltsip le wauotrokmfloawticsa plloys fsoibr lecase created with such case type.
your office. Associate specific workflow with specific case type to automatically enforce 
QuickBooks 
Integration the law firm's process.
Integrate invoicing and payments seamlessly with couple 
clicks. Sync billing and payment data with QuickBooks Extensive Reporting Capabilities
seamlessly. Simple quick reports on case activity, staff activity and more with extensive 
Staff 
filtering options based on the type of report.
Management
Manage entire staff of the firm, including Attorneys, Paralegal, Admin and Advanced custom reporting with drag and drop report creation. Reuse and 
other staff. rerun the custom reports. Billing reports to see the payment activity, late 
Provide them controlled payments, partial payments and more.
access. Track activities
Payment Processing
Team calendar to resolve conflicts and manage everyone's time efficiently. 
Automate case appointments with Text/SMS with automatic staff availability Integrate payments processing and receive all credit/debit and check 
check. payments in the system.
Access Control 
Management Compliance Module
Define and maintain access control to certain modules or data based on 
user type, role and corporate requirements. All the documentation and reporting at one place to assist you in 
immigration compliance.
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Press/Awards
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Testimonials
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FAQs
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Simultaneous Web Browser 
Cloud Mobility Redundancy Migration Interactivity Privacy Report Design
user sessions Support
Is the application available via cloud or on-premises
Our product www.immicompliance.com is hosted on cloud. It is available as a SaaS subscription.
If cloud-based, is it a multi-tenant environment or single tenant environment? What is the 'uptime' SLA
It is currently available as multi-tenant SaaS environment with option to white label it and also with option to be in dedicated environment. Our up-time 
SLA is over 99%, we utilize Amazon AWS servers, and infrastructure. Though we are up almost 100% time, we may have situations where 
maintenance may cause some downtime. All our services are scalable without intervention, with AWS infrastructure.
If cloud-based, what safeguards are there to unauthorized access to our data, including government subpoenas
We use inbuilt Amazon AWS security features, on top of that our SSL encryption keys, auto log off, and screen time outs. We are as secure as Amazon 
infrastructure  can be. We will notify you of the subpoena and communicate and provide access in accordance with government requirements for 
such requests with notification to you. We can also build a routine for you to communicate directly with government agency for such requests and take 
the appropriate action as required.
If cloud-based, where are your data centers located? How do you ensure superior performance across different regions
Currently our application, databases and storage are all on AWS Western and Eastern regions, with multiple backups at Amazon's geographically 
separated data centers. Our application's superior performance is assured with Amazon's infrastructure and our high-performance modularized 
code.
If cloud-based, describe the data volume limitations if any
We currently use Amazon S3 for data storage. Also working towards integrating faster storage service (wasabi) than S3 to enable our clients utilize more 
storage at up to 6 times faster speed than on Amazon S3. We however have option for our clients to choose where they want to store the data and 
can provide the SLAs for such service and related pricing. Amazon S3 is expensive compared to proposed future data storage (wasabi). Data volume is 
no concern, but the associated cost on S3 vs wasabi is. Currently based on the per user pricing provided, the storage limit is 25 GB / user if the 
storage is hosted at Amazon S3, and 150 GB/ user if the storage is hosted at wasabi.
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Let's discuss on how ImmiCompliance.com can Streamline your Immigration Law 
Practice and optimize productivity with our case management 
system
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demo Now
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