A key element of client dissatisfaction is a lack of information on what is going on with their case. However, it’s not possible for you to call your client every week to let them know nothing’s changed, and many immigration cases take months to resolve.

To balance the issue, you can invest in a case management program that integrates with an online client portal. Clients can simply sign in to a secure website to see the latest information on their case.

This will ensure your clients are as up-to-date as possible, and that you don’t need to make unnecessary calls when there’s nothing new to report. Clients can be proactive and more engaged in their case, and will feel more satisfied with the services you provide.

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

Imagine this scenario: The partner walks out of his office and instructs his paralegal to bring him certain client files. The paralegal stops working on the form currently gracing her monitor and heads to the file room. After a few minutes, she’s retrieved most of the files she needs but one. Not wanting to go back to the partner without all the paperwork he needed, she heads to the file’s next most likely location… then the next…and then the next.

On some days, this scenario goes smoother than others and every file is pulled quickly. But, on days like the one imagined above, the partner would have to wait until the file became available from another attorney, which could be the next day if that person is traveling.

Partners should ask themselves: Should the office really work this way? “Keeping an outdated and inefficient filing system will put immigration law firms behind.”

The simple answer is no. It’s 2014, and keeping an outdated and inefficient filing system will put immigration law firms behind in how many clients they can handle at once, and therefore, how much revenue they can bring in each quarter. Not to mention, the chance of success in every matter is reduced when attorneys’ and paralegals’ attention is divided and there’s a risk critical information isn’t available right when they need it.

The only tool needed to get rid of filing cabinets

Getting rid of paper files may seem daunting, but it only takes one tool to reduce the paper floating around the office: an immigration case management system. Firms should purchase a cloud-based case management program that smoothly integrates with its website, email and calendar. This way, the firm has a cohesive platform off which it can build a more efficient and successful practice.

Benefits of a cloud-based system

An immigration case management platform that uses the cloud will allow attorneys and paralegals to dramatically speed up their processes. In fact, they may not realize how much time they spent looking for files until they don’t have to. With a cloud-based program, every form, pleading and petition is at each staff members’ fingertips. Plus, no one will step on each other’s toes when they need to work on one file at the same time – multiple attorneys can view the same document from their own devices.

The cloud-based system also improves business continuity. Firms that rely solely on paper run the risk of that paper one day not being there. While there’s always a chance one file gets lost, there’s the bigger risk that a fire or natural disaster will wipe out the entire file room. This danger is mitigated by storing all client and firm data in the cloud, which is continuously backed up and protected with state-of-the-art security.

cabinets Cloud-based immigration case management systems speed up law firms’ processes so attorneys can devote more time to their clients.
Imagine a new scenario

The partner needs to review a particular client’s file before heading into a meeting. Instead of asking his paralegal to leave her current work and bring him the file, he opens up the case management program on his laptop. With a few clicks he brings up the client’s entire file and sets to work.

Wasn’t that faster?

Once a comprehensive case management system has been installed and the firm has moved toward using fewer paper documents, every member of a firm can put more energy into doing substantive client work and spend less time tracking down immigration forms and files. Now that all staff members can review and add to files in real time through the cloud-based platform, no one has to worry another person will have the file when they need it.

When you have a bad toothache, you make an appointment to see your dentist and not your family general physician. Similarly, why would you choose INSZoom Billing and not the many billing and invoicing tools out there? Because, just how a dentist specializes with conditions of the teeth, INSZoom Billing is created specifically for immigration workflows!

It’s an important decision when you decide on an immigration practice management software. When you’re at it, you look at many aspects like customer service, immigration case management software reviews, ease of use, training, accuracy etc. You put in a lot of efforts and sweat in every immigration case you work on, making it equally important to look at the billing capabilities of an immigration case management software.

INSZoom Billing is one of a kind and can run parallel with your immigration and accounting workflows. What makes it one of a kind? Let’s discover!

  • Cases and invoices go together.
  • It can be a cumbersome process to bill separately without any reference. INSZoom Billing allows you to link any case with an invoice. You can even customize the invoice template based on your immigration needs.

  • Your time is valuable (and billable)!
  • An ample amount of your time, effort and sweat goes into creating an immigration case. This tool ensures that nothing goes unbilled. INSZoom Billing gives you ‘case timers.’ They let you calculate exactly the hours spent on a client’s case. That’s not it, it also lets you invoice them automatically for those hours.

  • Convenience for your clients.
  • Here’s a way to create convenience for your awesome clients. With INSZoom Billing you can customize payment plans for your clients. This is about establishing a payment plan that works for you and them.

  • Reminders matter!
  • We all forget things sometimes and there is always a possibility of missing important things. But, reminders are here to save the day! INSZoom Billing gives you the ability to email invoices to your clients and they also receive notifications/alerts on payment due dates and overdue payments.

  • Not one-size-fits-all.
  • We understand that every case is different and not every client would prefer a “one-size-fits-all” payment plan. INSZoom Billing gives you the luxury of creating invoice templates different for each client and/or case type.

    Built with immigration practices in mind, INSZoom Billing allows you to send invoices and reminders directly from INSZoom immigration practice management software. Track and manage your receivables like a PRO and contact our sales team by email: sales@localhost, by phone: 925-244-0600 x 1 or request a demo here.

Artificial intelligence. Machine learning. Process automation. To immigration lawyers, these terms might sound like buzzwords from faraway industries. After all, immigration lawyers, particularly in the US often still file hard copy petitions, receive paper receipts, approval and other notices, and otherwise deal with a variety of manual government processes.

But recently, there’s been a major shift. Innovations in immigration technology are coming out more rapidly than ever, and we have strived our very best to be on the forefront of immigration technology since our inception in 1999.

After spending several years building, testing, tweaking, and testing again, INSZoom has rolled out the immigration industry’s first process automation bot – Zoomee. Learn more here.

What is Zoomee?

Zoomee is an intelligent process automation bot for immigration teams. In other words, Zoomee is the immigration industry’s very first virtual assistant.

As a virtual assistant, Zoomee can take care of tedious administrative processes that are often done by overworked paralegals or legal assistants. Here’s an example: updating a case after getting a receipt notice in the mail.

Here’s how it works with Zoomee. When you get a receipt notice in the mail, scan and upload it into INSZoom, and let your new virtual assistant – Zoomee handle the rest. With the power of optical character recognition (OCR)/ AI (Artificial Intelligence)/ ML (Machine Learning) technology, Zoomee reads your receipt notice, identifies the corresponding foreign national and updates their case status right in the INSZoom platform.

And it’s not just receipt notices that Zoomee can read, parse and work with. Approval notices, Application Support Center appointment notices, requests for evidence and denial notices are all recognized by your new virtual assistant – Zoomee!

But how smart is Zoomee really?

When we set out to build an intelligent virtual assistant, we had to make sure that it could operate in less-than-perfect scenarios too. Because let’s face it, we’re human and sometimes we make mistakes. A fellow human can catch and fix our mistakes, but can Zoomee?

We say yes, and here are some examples of how.

Have you accidentally made a duplicate foreign national (FN) record in your system, or does that FN have multiple records from past cases? Worry not – Zoomee finds the correct record by searching through and identifying relevant case information, and updating the data accordingly for the right FN record.

Did you get a receipt notice and only then realize you forgot to create a record for the FN client in the first place? Zoomee will create that record for you, populate it with the right FN information, and immediately update it with the receipt notice information. And if you already have a FN record in INSZoom but haven’t opened the specific case for which you got the receipt notice, Zoomee will create that case within the appropriate FN’s record.

Maybe you marked that FN’s record or case as inactive. Zoomee will catch that, activate the case and update it with the new receipt notice data.

And in the rare case when Zoomee can’t figure out exactly what the problem is, you’ll get an exception report for some good old fashioned human intervention.

Here’s the kicker, though. Zoomee isn’t just pre-programmed with knowledge and tasks – it also learns along the way. So the more it works and the more skills and rules it picks up, the more efficient and effective it becomes.

Other than updating reading and updating Receipt notices, what else can Zoomee do?

Aside from OCR and case update skills, we’re really excited about Zoomee’s bulk case creation. Today, we’re able to create bulk H-1B cap cases, non-cap cases and extensions, I-485 adjustment of status applications, and even bulk registrations for the new USCIS electronic H-1B registration system which will open its initial registration period from March 1, 2020 through March 20, 2020.

How does this work?

First, you need a workflow spreadsheet. INSZoom has generic workflows that can map to the petitions mentioned above, though you can also create custom workflows per your firm’s processes as well. For bulk case creations, Zoomee goes down the workflow you’ve created and generates cases one by one, validating your existing records for errors, duplicates, etc. along the way.

Where a FN record doesn’t exist for a particular case, Zoomee creates it in your INSZoom account as well.

As with receipt notices, if there’s an issue that can’t be resolved, Zoomee generates an exception report, along with a broader report of all transactions. So you always know what Zoomee’s doing, what it’s accomplished, and when it needs some help figuring out.

At the end of the day, we’re incredibly proud of what we’ve already built and excited for what’s to come. As we learn more from our clients and teach Zoomee more skills, we’ll continue to push the boundaries of artificial intelligence and process automation within the immigration space.

Interested in learning more? Visit our Zoomee page here or reach out to your INSZoom representative at sales@localhost.

Now that the coronavirus has forced most immigration law firms to figure out how to “work from home” (WFH), it’s more important than ever to do it the right way – to ensure that clients continue to be served, casework goes on and business disruption is minimized. Now more than ever it’s becoming clear that remote work capabilities are technology capabilities.

But of course, no immigration law firm is the same, and there’s a big distinction between business firms – those that handle work visas, employment-based green cards, investment visas, and other similar matters, and those that handle family, asylum, deportation defense and other non-business immigration cases.

So, in this article, we’ll break down a few key differences between these two types of firms within the context of coronavirus changes, discuss some of their unique demands and offer a few suggestions as far as how to adapt to a fully remote workforce.

Business immigration firms

We’ll start off with business immigration firms. This category is quite broad, but generally, these are immigration firms whose clients include for-profit and nonprofit organizations, sole proprietors, investors, and high-net-worth individuals. In many instances, correspondence and information transfer with these clients tends to be digital – law firms use robust immigration case management platforms that enable these sophisticated clients to log into their own portals, fill in some if not all their own information, upload important documentation, etc.

There’s email exchange, video conferencing, virtual document review and usually little, if any, human contact. Indeed, immigration law firms and their corporate clients are often located in different states, sometimes even on different coasts. The point is that these business relationships have been virtual for some time already.

So, with the current coronavirus pandemic forcing both law firms and businesses around the country to start working remotely, client correspondence with corporate clients actually hasn’t changed much. But that doesn’t mean that work can now go on as usual – from court filings to the proper use of technology, here are a few things that business immigration firms should be thinking about now as they transition over to a fully remote business.

  • Create shifts for printing and shipping applications. While the US isn’t in total lockdown – at least not yet – only those employees who absolutely can’t do their work remotely, including healthcare providers who work with patients, sanitation workers, police officers, and others, should be leaving their homes for work. In the business immigration context, while much of the work can be done remotely, many visa applications still need to be printed and shipped out by mail. The H-1B for example, cannot be e-filed, which means once all the documents are drafted and gathered, the full petition must be printed and mailed to the USCIS for adjudication. If you are in this situation and you must designate someone from your firm to print and ship applications, try to create shifts so that only one or two people are in the office at any given time printing, preparing and shipping out these applications. If you can print it at home, you can also schedule a FedEx pickup to make it easy and minimize time outside.
  • Digitize paper-based compliance processes. Some processes are traditionally paper-based and must be done in order to stay compliant. Staying with the H-1B visa, the one that comes to mind is the labor condition application (LCA) process, whereby employers must post an LCA notice at worksites where their H-1B worker will be working for a minimum of ten days, and then create a public inspection file called a public access file (PAF) to keep on-site as well. This is a traditionally paper-based process that must be completed, and companies that have traditionally relied on hanging hard-copy posting notices that their employees can see will no longer be able to do that since they won’t be in the office to hang these notices and the rest of the company won’t be there to see them. Luckily, at least in this instance, the US Department of Labor allows for compliance digitally, which means that companies can consider electronic LCA compliance, which can be done remotely.
  • Use immigration case management solutions more effectively. Even though business immigration firms already tend to be heavy immigration case management software users, they don’t always use every feature and function, meaning a lot of the process is still left to back-and-forth email, phone calls, etc. And while phone and email are also remote, they can be much less effective. As law firms transition to being fully remote, replacing email with, say, a client portal will allow HR staff members or, to continue with our example, H-1B candidates, to securely upload documents and information, which will lead to less time spent on back-and-forth emails, less information and files getting lost in the digital shuffle and less headache during an already hectic period of transition. INSZoom has multiple features that can help law firms leverage the platform to more easily transition to a fully remote team – from the client portal mentioned above to our Zoomee virtual assistant that can take on administration work while your human staff work on more important and pressing matters.
Family, asylum and other non-business immigration firms

Non-business immigration law firms use case management tools to manage their documents and case docket too, but their client relationships tend to be different. Whether it’s asylum seekers who feel more comfortable sharing their case history in person or a family trying to get a set of green cards, these client relationships are often more personal and, because of that, in-person. Therefore, this presents its own set of challenges.

So, in addition to some of the suggestions noted above, here are a few more considerations for firms transitioning to a fully remote staff to keep their business running as smoothly as possible.

  • Fully virtual client meetings or very limited staff. First, try to make all your client meetings virtual – whether through services like Zoom, Bluejeans or Google Hangouts, or even just through a Whatsapp or Facebook video call – to keep the face-to-face interaction while taking human exposure into account. In more sensitive cases, clients may prefer to see your face when talking to you, so keeping as much of the “humanness” of an in-person meeting as possible is a great way to keep meetings effective. If it’s absolutely impossible to make the meeting virtual, and if it’s imperative to have the meeting now because of, say, a looming deadline, consider asking just one or two staff members to come into the office – the lawyer or staff member to speak to the client and maybe one administrative staff member to help with other tasks. And during the client meeting, make it clear that you won’t be shaking their hand, that you may sit on the other side of a long table, etc., as a safety precaution and not out of disrespect.
  • On-demand virtual translation services. If you do manage to get your clients to meet over the phone or virtually, and if you would normally have an in-person translator handy, you can either conference that person in to translate or use a translation service not unlike what’s used in courtrooms or hospitals. Whether you dial them in or have them join your meeting, you can continue working with your clients who may not be English speakers without the traditional office setting.
Stay flexible and see what works – we’re all in this together

Coronavirus has turned the immigration industry on its head. From travel restrictions and USCIS office closures to suggested, or in some cases mandated, work-from-home quarantines, immigration lawyers, employers, and individual applicants are all trying to figure out what’s happening at the same time.

As we navigate these changes together, it’s important to keep an open mind and to stay flexible in terms of work capabilities. If an employee or even a client suggests something new to keep the firm’s business going, give it a try. If you have to, buy your employees’ laptops or tablets to help them get set up at home. Give them some time to get used to working from home, and be understanding of frustrations that may come up, likely from all sides.

As for INSZoom, we’re making day-to-day changes as well – you can read about it here. And we’re working with our clients to deliver the best possible service now that it’s more important than perhaps ever before. So if there’s anything we can do to help you, or if you have any questions as to how INSZoom can support your law firm or team, please reach out to us today.

Immigration and employment are one of the many things highly impacted since the Covid-19 Pandemic has begun. At the time of writing, there are over 33 million American workers who lost their jobs. A big chunk of these are immigrants holding different type of visas which are either in jeopardy of being sent back to their home country or lose their status altogether. Given this scenario, INSZoom foresee attorneys or law firms needing to contact clients to provide a possible solution to figure out the next step in helping their clients remain in the United States. As a company, INSZoom would like all its clients to prosper and pivot during this strange shift by providing a solution from an untapped feature that will create significance with both their new and existing clients: The Broadcast Module.

The Broadcast Module (or as I fondly call it B-module) is an Automated E-mail Solution built within the INSZoom Case Management Software and is a powerful business tool for sending direct messages to clients. The module can be used to replace broadcast messaging and even existing e-mail marketing software (e.g. Constant Contact, Campaigner, Mailchimp, Hubspot, etc.). A remarkable benefit of using the B-module is that it pulls a list right from an existing database, already stored in INSZoom. It provides the ability to send important announcements and broadcast messages on the latest immigration laws or changes targeted to a specific client or case segment. The Broadcast Module will help grow your business by generating leads from your existing or prospective clients. It comes with advanced features that enable a user to create and design professional looking messages using HTML, images, and hyperlinks.

INSZoom recently enhanced the Broadcast module by providing a more robust recipient list filtering approach. A list generated from the database can be filtered by recipient list, case type, by company, date or group, priority, or expiration dates. Users will be given the ability to upload a contact list to target specific audiences. Messages can also be scheduled for future dates or intervals giving the sender the ability to predict a preferable time to send messages. Improved message tracking, including viewed rate, failure to send are also part of the functionality.

I became a fan of the INSZoom Broadcast Module since the day I mastered the skill of using the feature. It became my lead generation mechanism when I want to reach specific clients. It has provided favorable results when I want quick & direct response from clients. The straightforwardness of use while having essential functionalities to reach clients, without having the need to use another software when sending messages and eliminating separate excel sheet makes it worthwhile. The fact that all client and case-related information is already in INSZoom made my life easier back in the day when I have three or more different groups to reach in a week. I know the struggle of mass e-mailing and I am glad I have this platform to share some of my real-life experience using the INSZoom Broadcast Module.

1. Reach out to a micro-sized audience

It gave me the capability to reach out to a micro-sized audience derived from the firm’s existing cases – for instance, sending a message to clients with H or L visas only because they are the most affected segment during this pandemic. The first step is to compose a compelling message and choose specific recipients by using the “All Foreign Nationals of Specific Petition” from the Recipients drop-down menu, choosing H-1B & L Visas under “Choose Petitions” and after a few more clicks I get to send my message to my intended audience instead of sending a mass e-mail to everyone who are not going to benefit from my message.

2. Send Messages as immigration news and events are unfolding

The B-module favored me in sending messages as recent immigration events unfold. After composing messages with hyperlinks or images from reliable sources (e.g. government sites, statistics, etc.), I navigate to the recipient’s drop-down menu, choose my desired audience, and finally send my message. Taking into consideration that almost everyone is working remotely these days, clients are continuing to access information via e-mail using their mobile devices. Clients are best served with information right in front of them during these challenging times – they become more reliant and purposefully act to find an attorney. Law firms should capitalize on immigration law changes and must be quick in sending the latest updates to show that they are always ahead of their game.

3. Level-up client or case focused storytelling using real-life success stories

The INSZoom Broadcast Module leveled-up my client or case-focused storytelling. The Module gave me the ability to announce firm achievements to both prospective and existing clients. Law firms and attorneys should be the deliverer of good news and in most cases, success stories promote positive results and convey signs that your firm is the best. I have composed success stories on the module using actual client photos (after getting their written consent of course) and sent it to everyone in the database to tell the world that the firm just won a unique and challenging case.

4. Create a bridge to reconnect with past clients

The INSZoom Broadcast Module created a bridge to reconnect with past clients. Previous clients may have pending immigration cases that they have been putting off for a long time and a message from their immigration law firm might just be their wake-up call. Sending updates or just showing concern relating to recent events can generate new business. After composing my message, I can activate the past client segment by downloading a report of closed cases. I then navigate to the Broadcast Module and use the “Import your own list” from the recipient’s dropdown, upload the list I generated via the INSZoom Reports Module and then I can either send it right away or schedule a time to deliver my message.

5. Generate more business from your existing database

Technology does not replace the knowledge and qualifications of Immigration Attorneys and/or practitioners in terms of developing strategies towards a successful case, but it is something that can be utilized in generating more business with improved efficiency. Instead of manually creating lists or mail merging in MS Word, applying the INSZoom Broadcast Module functionality in your day to day mass communication activities will likely produce beneficial results in terms of direct client response.

The INSZoom Broadcast Module is a compelling business tool that supports law firms in client or case segmentation. Any message being sent to clients without any form of filtering is not as effective as when you reach a potential group that will benefit from a new service or strategy that a law firm or an attorney can provide.

The current situation calls for unique ways to reach out to clients. INSZoom has built-in tools to help any firm reach out to different cases or client segments. To learn more about the INSZoom Broadcast Module and all of its other helpful features, please visit or contact any of the Expert Services Team.

E-Consent Is Vital To Immigration Law Firms For Two Reasons.

Data privacy and consent are more important now than ever before, including for immigration law firms. Firms have learned — some the hard way — that when collecting personal information from clients, it’s vital to get informed and voluntary consent beforehand. Consent is simple and straightforward with written documents where it usually occurs through a handwritten signature. Electronic consent (otherwise known as e-consent) works on the same principle and is equally as important when confirming who the signer is and that they agree to the terms.

Of course, the concept of consent — both electronic and handwritten — is well-known from a legal point of view, but law firms may not realize how important it is from a business point of view as well.

So let’s dive into a little refresher about recent data privacy and protection laws and then go through the two reasons e-consent is important for immigration law firms not just important from a legal point of view, but also for immigration law firm business development.

Understanding GDPR and CCPA

The General Data Protection Regulation (GDPR) as well as the California Consumer Privacy Act (CCPA) have changed the way organizations around the world collect and use personal data. Europe’s GDPR is probably the most comprehensive piece of data privacy legislation, and it affects American businesses, including your law practice. No matter where your business is located, you need to worry about the GDPR and the CCPA. Need a quick primer on what these laws cover? Here are the basics:

At a high level, per Forbes, GDPR is “a legal framework that requires businesses to protect the personal data and privacy of European Union (EU) citizens for transactions that occur within EU member states. It covers all companies that deal with the data of EU citizens, specifically banks, insurance companies, and other financial companies.” In other words, it’s a set of rules and regulations restricting the use of personal user information that many of today’s largest companies collect, store, and sometimes sell as part of their business.

According to TechCrunch, “CCPA, is a state-level law that requires, among other things, that companies notify users of the intent to monetize their data, and give them a straightforward means of opting out of said monetization.” CCPA became California law on January 1, 2020.

So what does any of this have to do with your immigration practice?

Collecting personal information is required in the immigration process. A visa candidate’s name, date of birth, home address, family member information is just a start. You may also need to collect financial data and health history. In the age of GDPR and CCPA, it is important that immigration law firms collect all of this personal information in a safe and secure manner.

Refusing to implement privacy protections can put your organization at risk of fines and penalties. But complying with the current laws and regulations should not be your only motivation for using e-consent to protect yourself and your clients’ data.

Specifically, there are two important business-related reasons to prioritize e-consent: it’s best practice for your law firm and it’s becoming increasingly common in requests for proposal (RFPs).

E-consent is key for immigration law firms for these two reasons.

Many companies have learned the importance of protecting client privacy through highly publicized privacy fails. Avoid joining their ranks! Privacy protections must be in place for collecting, storing, processing, accessing, transmitting, sharing, and disposing of the data. Yes, I know this list is long, but by prioritizing privacy you’re protecting your clients and your business.

For immigration law firms, one of the ways to prioritize privacy is by providing e-consent to clients who collect personal foreign national information. And here are two major reasons e-consent is great for your firm: it’s a good best best practice to protect you and your firm, and it’s also a powerful business development tool, especially when it comes to RFPs.

E-consent is a good business practice.

Some companies make the mistake of assuming that their established business ethics policies or a code of ethics are enough. Ethics policies typically ensure that confidential information will be handled responsibly, but more must be done to actually protect personal data.

As far as the immigration industry is concerned, law firms’ clients are increasingly demanding that their privacy be proactively protected. That’s why e-consent and other privacy measures should be viewed as not just something legally required of us, but a standard practice across all our operations.

By adhering to GDPR and CCPA data privacy requirements, we’re ensuring both your employer clients and the foreign nationals they hire and support feel secure and worry-free. This next-level data protection is also excellent marketing for your firm because potential clients choose law firms based not only on the ability to file cases but for the broader client experience and support, including robust data privacy.

E-consent can be a deal-breaker when it comes to RFPs.

A Forbes Insights report found that 46% of organizations suffered reputational damage as a result of a privacy breach. And a Pew report found that it was important to 90% of Americans to control the specific types of information that was collected about them.

Almost 75% of internet-using households in the US had significant concerns about online privacy, and according to an Australian study on the impact of data breaches on reputation, 65% of people whose personal data was breached lost trust in the organization that they entrusted to protect that data.

Convinced yet?

That’s why corporate clients are starting to demand more technology and data protection from their immigration law firms, particularly during an RFP when they are looking to switch firms or perhaps add an external immigration provider during a period of growth. Don’t have good privacy practices? They’re not interested in doing business with you.

That’s why law firms that implement privacy protections — such as e-consent — will strengthen and grow their business as they become preferred over their competitors which do not provide such privacy protections.

Did you know that INSZoom has an e-consent module?

INSZoom’s E-Consent module can be used to protect yourself and your organization. It ensures the accuracy and validity of the information your clients provide, gives your clients the ability to pre-consent to your Terms of Service, and allows you to customize the e-Consent message per your organization’s needs. E-consent in INSZoom is a customizable way for organizations to manage and track consent, whether it is terms of service, terms of use, or a statement of truthfulness.

Here’s an example of how it works. If your law firm wants to send a questionnaire to a foreign national to collect personal information or documentation, you can have an e-consent pop up that asks the foreign national to accept or decline a customized message. You can either send this via email, or directly in INSZoom’s foreign national portal.

Ultimately, if an employer needs to procure and track foreign national consent, or if they need to get an official declaration from their users that some information they are providing is accurate, e-consent in INSZoom is the answer.

Want to learn more about how INSZoom’s e-consent module, or get information from our team if you’re going through an RFP and e-consent is part of the engagement? Reach out to connect with an INSZoom rep or visit our website to learn more!


Did you know that a significant percentage of malpractice claims arise because of calendaring mistakes and attorneys failing to know deadlines?

Seemingly simple errors such as forgetting to write down the next court date can cost your client their case, and in the world of immigration, this can mean they lose the ability to work and live where they need to. You could also be liable for a malpractice claim and damages.

You can greatly reduce the chance of these mistakes by working with a comprehensive immigration software program that helps you to manage your caseload and calendar.

INSZoom, for example, integrates with Outlook email and calendar so you never have to worry that you wrote a date down in one place but not the other. The program can also be set to send out alerts and notifications so you don’t forget when a deadline is approaching.

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


A key element of client dissatisfaction is a lack of information on what is going on with their case. However, it’s not possible for you to call your client every week to let them know nothing’s changed, and many immigration cases take months to resolve.

To balance the issue, you can invest in a case management program that integrates with an online client portal. Clients can simply sign in to a secure website to see the latest information on their case.

This will ensure your clients are as up-to-date as possible, and that you don’t need to make unnecessary calls when there’s nothing new to report. Clients can be proactive and more engaged in their case, and will feel more satisfied with the services you provide.

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


Clients can become frustrated with your services if they feel they aren’t kept in the loop regarding their immigration cases.

You can solve this problem by using a case management program with email alert options. Through the program, you can have automatic emails sent to clients regarding updates in their case or upcoming deadlines. You can also have informational emails sent to clients if there are changes in immigration laws.

These automatic emails increase the efficiency of your workflow while improving client communications.

Keeping your clients 100 percent up-to-date on their cases will only increase their satisfaction.

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

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