Key benefits for your firm
Data Retention
We have a 7-year retention policy to align with most jurisdiction retention requirements.
Client Trust Accounting
Easily reconcile your Client Trust Accounts to align with industry requirements and meet compliance audits.
File Security
Secure your client records using bank-grade encryption, advanced bot detection mechanism and multi-factor authentication.
FEATURES
Get more done in your day
Comprehensive Case Management
Our all-in-one suite provides all the tools you need to stay organized, and manage your cases—from anywhere, anytime.
Streamlined Immigration Process
All aspects of the immigration process have been streamlined — from Retainer Agreements, Forms, Notes and Documents — all can be managed with ease.
Real-Time Updates
Stay on top of important deadlines using our built-in case trackers and reminders so your client’s immigration application runs smoothly.
Key Performance Insights
Get a view into firm finances, key tasks, upcoming appointments, and more from a single dashboard.