The list of features is ever-growing. Here are some highlights...

Dynamic, Customizable Dashboards

  • Staff users can create their own dashboards
  • Client portal has its own, separate dashboard
  • Set a default dashboard
  • Responsive dashboards that respond to your screen size

Questionnaires - Multilingual

  • Securely email questionnaires to your clients to fill out
  • Printable and multilingual in over 100 languages
  • Set expiration dates to prevent data editing after a certain time
  • Lock questionnaires from client edits

Built-in Real-time Chat

  • Collaborate with your team in real-time chat
  • Share documents instantly
  • All chats are end-to-end ecrypted
  • Chat with multiple team members or one-on-one

SMS/MMS/Text Messaging

  • Communicate with your clients via SMS
  • Receive documents via text directly in the system
  • Link messages to Case or Contact for history
  • You or your client can initiate text messages

Visa Bulletin - Priority Date Tracker

  • Add one or more priority dates to the case
  • Automatically detects and downloads latest visa bulletin
  • Checks the priority dates against latest bulletin
  • Notifies when a date becomes current

USCIS Integration

  • Get live case status from USCIS
  • Case status updated automatically from USCIS
  • Click refresh to update manually
  • Store all relevant receipt numbers with the case

Bullet-proof security

  • Encrypted communication via SSL
  • 2-Step Verification aka 2FA via SMS or email
  • 2FA enforcement by account admins
  • Encrypted sensitive data points

Real-time Kanban Boards

  • Collaborate with your team in real-time
  • Visualize and organize work by drag/drop
  • Apply to Cases, Tasks, Contacts, Companies
  • Team sees changes in real-time

Clients, Contacts, Foreign Nationals

  • Manage personal and business contacts from one place
  • Categorize and group contacts for easy searching
  • Everything about the contact easily accessible from one screen
  • Upload contact images

Case Management and Tracking

  • Manage all types of cases, not just immigration
  • Create your own case templates or use one of ours
  • Set reminders for important tasks or events
  • Add notes as private or shared to keep all communication in one place

PDF Forms

  • Generate auto-populated, latest USCIS, ICE, EOIR forms with addendums
  • Save the form and addendum directly to the case with one click
  • Annotations and comments are also saved with the PDF
  • Forms remain editable so you can make further edits

Document Management

  • Create and generate Word document templates
  • Create document checklists for clients so clients can upload needed documents via questionnaires
  • Color coded to make it easy to identify expired vs expiring-soon documents
  • Set document expiration reminders

Communication and Email

  • Bidirectional email sync with your email provider
  • Send email and receive replies directly on the case
  • Create letter templates to auto-generate email and letter content
  • All emails and notes are linked to the case and searchable

Calendaring and Event Management

  • 2-way calendar integration with Google, Outlook, iPhone or Android devices
  • View tasks and invoices on the calendar
  • Send appointment invites to clients and track their responses
  • Create private events for your eyes only

Time Tracking

  • Track time on a case and/or task
  • Choose to make it billable
  • Add hourly rates for each user
  • Access the currently-running timer from dashboard

Billing Dashboard

  • See invoice statuses in a single view
  • Review and approve invoices pending your approval
  • Follow-up on overdue invoices
  • Easily identify unbilled invoices

Invoicing and Billing

  • Email or print great-looking invoices with your logo
  • Flat rate, milestone or hourly billing supported
  • Create multiple monthly invoices with one click
  • Schedule invoices to be sent in the future

Securely Process Credit Card/ACH Payments Online

  • Infotems Payments allows online processing of credit card and ACH payments
  • Accept funds in Operating or Trust accounts
  • Satisfy ABA and IOLTA compliance standards
  • Powered by LawPay

Integration with QuickBooks

  • Sync with QuickBooks
  • Changes made in Infotems will update in QuickBooks
  • Import from QuickBooks
  • Easily identify records linked with QuickBooks