Audience

Immigration professionals who require a complete immigration solution, including: case management, client management, form management, billing and client/trust account, and continuing professional development.

About Officio

Officio's cloud-based platform offers immigration professionals an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease.
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.
On a professional level, get unlimited access to educational resources, including CPD courses, client file simulations, and practical tips from industry experts.

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Pricing

Starting Price:
$69 per month
Pricing Details:
Solo, Pro, and Ultimate packages are available.

Integrations

API:
Yes, Officio offers API access
See Integrations

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Officio
Founded: 1996
Canada
officio.ca/immigration-software.html

Videos and Screen Captures

Features Overview

Features Overview

Features Overview Client Management and Form Management Features Reminders & Automated Tasks and Billing Features Officio Studio - unlimited educational resources to help you remain compliant AI Writer and API Integrations Immigration Forms
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

Officio Frequently Asked Questions

Q: What kinds of users and organization types does Officio work with?
Q: What languages does Officio support in their product?
Q: What kind of support options does Officio offer?
Q: What other applications or services does Officio integrate with?
Q: Does Officio have an API?
Q: What type of training does Officio provide?
Q: How much does Officio cost?
Q: What pricing for support is available for Officio?
Q: What pricing for training is available for Officio?

Officio Product Features

Legal Billing

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

Legal Case Management

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