The World's Largest Immigration Software Company

Blog

Invoice clients quickly and easily [VIDEO]

posted by: INSZoom date: Jan 28, 2015 Money and time saving tips comments: Comments Off on Invoice clients quickly and easily [VIDEO]
Attorneys can use their case management system to quickly invoice a client.

Transcript

Do you feel too busy to send invoices to clients every month? Accounting can often be pushed to the back burner when you're busy. But the invoicing capabilities in cloud-based case management software allows you to click a few buttons and create an invoice.

Now there are no excuses.

The simplicity of invoicing makes it easy to stay on top of billing without pulling your attention away from what really matters, which is your clients' immigration cases.

Also, if you don't want to manually send invoices to clients, you can set up a payment plan within the case management system and have bills automatically sent to them.

Check back for more information on how INSZoom can help you manage your immigration cases.

date:  Jan 28, 2015 comments:  Comments Off on Invoice clients quickly and easily [VIDEO]
by:  INSZoom category:  Money and time saving tips Read More

Case management platforms make e-discovery a cinch [VIDEO]

posted by: INSZoom date: Jan 27, 2015 Immigration case management comments: Comments Off on Case management platforms make e-discovery a cinch [VIDEO]
Cloud-based case management systems make e-discovery requests easier to handle.

Transcript

Are you prepared to handle e-discovery requests?

More courts in the U.S. are finding attorneys need to understand what e-discovery is and how the process works. Lawyers without basic knowledge of this ever-growing issue may find themselves not upholding their ethical duties.

E-discovery is the process of gathering electronically stored data, which can be anything from e-mails to digital forms to social media profiles. Firms using cloud-based immigration case management software will likely be involved with e-discovery if they receive a request for information stored in their case management platform.

Luckily, having electronic information securely stored in one place makes it easy for firms to respond to such requests. There’s no need to look through files or go through multiple programs – almost all data will be in the cloud.

Check back for more information on how INSZoom can help you manage your immigration cases.

date:  Jan 27, 2015 comments:  Comments Off on Case management platforms make e-discovery a cinch [VIDEO]
by:  INSZoom category:  Immigration case management Read More

How your case management system can make work-life balance a reality

posted by: INSZoom date: Jan 27, 2015 Immigration case management, Money and time saving tips comments: Comments Off on How your case management system can make work-life balance a reality
A comprehensive case management system can save enough time to allow immigration professionals to sit back and relax once in a while.

You wake up early and head into the office, stopping only at the coffee shop for your morning brew. You dive into the stack of papers on your desk and emails in your inbox, maybe stopping for lunch, until it's time to head home. After a quick dinner, you open up your laptop to get a bit more done before going to bed and starting the cycle all over again.

Does this sound like your typical day?

"Attorneys' and HR professionals' schedules often fill up to the point where they forgo workouts or spending time with friends and family."

As attorneys and HR professionals who manage multiple clients and tasks throughout the day, your schedules often fill up to the point where you forgo workouts or spending time with friends and family. During peak immigration application seasons, you can even find yourself laughing at the concept of work-life balance.

Regardless of what industry culture may say, this doesn't have to be you. There's no need to let hobbies and relaxation slide to the background. 

With a comprehensive case management system, you will:

Never forget a deadline or meeting. By integrating the CMS and office calendar, you drastically reduce the risk that an appointment will be entered in one place and not another. Not to mention, integration means you only have to enter appointments and deadlines into one program once. No more duplication, which takes up twice as much time. Additionally, many programs will automatically add the relevant deadlines to your calendar depending on the type of immigration case, meaning you don't have to take time out of your busy day to do this yourself.

Never lose a phone number or email. Nothing is a bigger waste of time than having to search an inbox for an email containing a phone number. Having contacts integrated with the CMS means a client or opposing counsels' information can be pulled up in a matter of seconds, whether you're in your email program or the CMS looking at a file.

Attorneys and HR professionals won't have to pull out their hair in frustration if they save time using their case management software.

Never wait for a file. Having all of your client files at your fingertips means there are no time-consuming trips to the file room or waiting for your colleague to finish with a document you need. When you need a specific form or piece of information, you can look it up immediately – even if a dozen other people are looking at that information too.

Never miss billable time. A CMS drastically cuts down on the time it takes to input your billable hours, review client accounts and send invoices. Tracking time within the management platform ensures you don't miss a minute of billable time by forgetting to check the clock or right it down, and with just a few clicks you can report an event on your calendar as billable time.

Never generate a useless report. Once you ensure the right data is entered into the CMS as soon as possible, such as accurate billable hours, you can worry less that inaccurate or obsolete information will make it into your reports.

Investing in immigration case management software can improve your work-life balance by making work processes more efficient and saving minutes, or even hours, throughout the work day, ensuring you don't need to open your laptop after dinner. Imagine what you can do with those hours – enjoy a yoga class, pick up painting or even catch up the latest season of your favorite show. 

date:  Jan 27, 2015 comments:  Comments Off on How your case management system can make work-life balance a reality
by:  INSZoom category:  Immigration case management, Money and time saving tips Read More

Case management software improves the discovery process [VIDEO]

posted by: INSZoom date: Jan 26, 2015 Immigration case management comments: Comments Off on Case management software improves the discovery process [VIDEO]
Discovery requests can be handled quickly with a cloud-based case management platform.

Transcript

Are you equipped to handle large discovery requests?

All attorneys know the depth and burden of discovery depends entirely on the specifics of each case. In some instances, the opposing party needs only a few documents. In others, the firm has to produce hundreds or even thousands of materials – including forms, emails and other data.

If the firm has been relying on paper files, gathering and reviewing all of the potentially discoverable material can be so time consuming that it has to bring in extra help to get the review process done by the court-ordered deadline.

Instead of wasting time and money, firms should use a case management software program that allows them to respond quickly and efficiently to any demand. A cloud-based case management platform keeps discoverable information in one place so documents can easily be reviewed for relevance to discovery and produced for the case if necessary.

Check back for more information on how INSZoom can help you manage your immigration cases.

date:  Jan 26, 2015 comments:  Comments Off on Case management software improves the discovery process [VIDEO]
by:  INSZoom category:  Immigration case management Read More

Remind immigration clients to avoid scams [VIDEO]

posted by: INSZoom date: Jan 23, 2015 Immigration case management comments: Comments Off on Remind immigration clients to avoid scams [VIDEO]
Helps your clients avoid scams.

Transcript

Are you aware of the latest immigration scams?

Immigration professionals have a responsibility to not only do their best for their clients, but also help their clients avoid issues like immigration scams. Potential immigration reforms have created new opportunities for scam artists to steal people's identities and money.

HR professionals and attorneys can help their clients by reminding the clients to never give their Social Security number or other sensitive identification or financial information over the phone or in an email.

Businesses and firms should use a secure immigration case management software program so they can gather this information through electronically safe means if they can't do so in person.

Check back for more information on how INSZoom can help you manage your immigration cases.

date:  Jan 23, 2015 comments:  Comments Off on Remind immigration clients to avoid scams [VIDEO]
by:  INSZoom category:  Immigration case management Read More
Page 20 of 37« First...10...1819202122...30...Last »