I always suggest taking software for a test drive before settling on a program. Nicole Black is a Rochester, New York, attorney, author, journalist and the legal technology evangelist at MyCase , legal practice management software for small firms. She writes regular columns for ABAJournal. Follow her on Twitter nikiblack , or she can be reached at [email protected]. Toggle navigation. Home Columns Run your immigration practice with this software Practice Management.
Nicole Black. Managing your immigration law practice Immigration law practice management software is custom-built for practicing lawyers and firms. Take our advice. Give us feedback, share a story tip or update, or report an error. Most Read Latest featured news Complete list of topics Have your new hired staff attend one of our weekly webinars so they can learn the basics. Believe it or not, most of the questions you ask are not new to us.
We have put together a collection of Frequently Asked Questions and the answers to them. If you do not find your answer there, try the video library, simply call or send us an email. Our professional and knowledgeable support staff are not stationed out of state or out of the country; They are right here in our headquarters in Inglewood, California with full access to our development team.
They speak fluent English and Spanish. There is no need for different layers of support. You find a bug, we want to be the first to know about it. You have an issue, we would like to address it. You do not need to pay extra to gain premium access to our support staff.
Information from these individuals can pre-populate forms. You can also assign a petition type to your case, which will transfer Forms, Document Checklist and Process Steps necessary to complete and file your petition. Finally, you can set the status of the case to any one of: Active, Archived and Closed. This component notifies when work is delayed and alerts you of future steps you need to take. Access them any time from anywhere. You can set reminders to your case to notify you of important dates, events and tasks.
Track expiration dates for all documents I, Passport, Visa, etc. Allow your client to view none, any, or all of your notes. Our e-forms crawler checks all government sites every night looking for updated forms. Once updated forms are identified, our US-based team of forms designers get to work to produce accurate, intelligent forms in Cerenade format. You never know when you need a blank form. And for that, you should not need to go through the entire process of setting up a case.
Forms are auto-populated with information from those you have assigned to the case. Assignees include attorneys, employer, petitioner, beneficiary, alien, and others. Whether you want to email or print one form or a whole caseload of forms, the functionality is always a single-click away. Adding years of biographic information about your client is not a problem.
Simply add a custom field for each piece of information you like to track and you are done. This is yet another area to store client-specific documents and notes.
Information such as Birth Certificate, I copy, copies of passport, etc. By accessing the profile for one client, you can gain access to the history of services your law firm has provided this client. Capture client profile, and attachments via an easy, wizard-based questionnaire, which is available in 11 languages including Spanish, Chinese, French, Korean, Farsi, Japanese, Russian, English, Arabic, Portuguese, and Vietnamese. Once submitted, a questionnaire is converted into a contact record that can then populate forms.
WHAT:: which components of the system can the caseworker access? WHEN:: on what days of the week is the caseworker allowed to access the system? WHAT:: which components of the case or contact profile can client access? Admin tools are used to manage and customize many parts of the system. Administrators have the option to manage and modify petition types and forms that go with each petition type, law firm address, add, remove and disable attorney and paralegals, change the name of the law firm, design letter merge templates and modify selections listed in many drop lists throughout the system.
The administrator can pre-set the default permission settings for clients. Default permission settings take effect as soon as a client is added to the system. Default permission settings can be overwritten once the client profile is created in the system. Receive advance notices of up to days on any document expiration date or any reminders you have left yourself.
Every report is unique in its choice of fields and data filtering ability. Each report can be configured to generate many different types of custom reports. Each report can be exported to Excel for further modifications or for sharing with others.
Client Billing has never been easier. Fees, etc. At any point in time you can generate invoices against the one or more charges you have added to a case. You can even select who the payee should be for a given invoice. Simply select charges that should go into an invoice, select the payee and save.
An invoice is created. Invoices can be viewed, printed and emailed. When emailed, the invoice is attached to the email as a PDF file. Set up payment plans to track any overdue balances vs. Also, choose to automatically email clients their invoice s before their payment is due. When it comes to payment processing. You are basically free to apply the payment any which way you like: apply it across many invoices or apply it to one or more line items of a single invoice.
Each item in the list can have a code used for accounting purposes , unit cost, description, and category legal fee, filing fee, etc. E-Filing is easy. You simply schedule a form to be e-filed, open the e-filing center and begin e-filing forms one by one. With Clio, you can do more billable work, take the guesswork out of business decisions, and deliver the service your clients want.
With Clio Grow, you can attract and retain new clients online—even while working remotely. Clio Grow lets you automate your client intake process, schedule consultations, accept payments online, and automate emails and redundant tasks.
The best thing about Clio is their commitment to constantly improving their product. I know that Clio will be better next year than it is today, and it's damn good now. Clio has helped my law firm triple in size in the past 2 years—I now manage 10 employees and over cases, all with Clio! Clio Practice Types. Create customized intake forms Tailor online client intake forms towards your different types of immigration cases like marriage visas, deportation defense, and green card applications with customizable intake forms.
Learn More Onboard new clients, online, from anywhere Whether you or your new immigration clients are in the U. Learn More. Track every detail with custom fields Create as many immigration-specific custom fields as you need. Keep related cases together Keep immigration information for spouses and families connected and organized with Related Contacts in Clio Manage. Create and share immigration documents Pull information from custom fields into templates to automatically create immigration documents, and share with clients via our secure client portal.
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