Docketwise
Immigration case management and forms software
Product Overview
Docketwise is a comprehensive immigration case management and form automation software designed to streamline the workflow of immigration law firms. It offers a suite of features tailored to the unique needs of immigration practitioners, including smart forms, case tracking, client portals, and CRM capabilities.
Features
- Smart Forms: Auto-populate immigration forms using a single client intake questionnaire.
- Case Management: Manage tasks, calendars, documents, and forms; automate client intake; send USCIS updates; communicate via text or client portal.
- CRM & Lead Management: Capture leads through website forms, Facebook Messenger, WhatsApp, and SMS; send emails directly from the platform; view leads and statuses in one dashboard; set automated follow-up reminders.
- Integrations: Integrate with LawPay, QuickBooks, Google Calendar, Gmail, Outlook, and more; access over 6,000 additional integrations through Zapier.
- Reporting: Generate in-depth reports on revenue, case timelines, tasks, and unpaid invoices; track lead sources; sort clients by attributes like physical location.
Funding History
Undisclosed
UndisclosedMyCase
Company Details
- Headquarters
- 🇺🇸 Miami, United States
- Founded
- 2016
- Type
- Legal Tech Vendor
- Funding Stage
- Acquired
- Investors
- MyCase