Integrate website and case management system for more efficient client onboarding [VIDEO]

Posted by: INSZoom | Date: December 17, 2014


Law firms can ease the anxiety many potential clients feel when beginning to work with an attorney by integrating the firm’s immigration case management program and website. Combining these two systems reduces the number of steps prospective clients have to take to start getting help.

With a more comprehensive system, people can contact an attorney directly through the attorney’s website, and when they decide to start a relationship, clients can access retainer documents to confirm the arrangement. They can also fill out intake sheets and customizable questionnaires. The ability for clients to easily access the initial paperwork takes the hassle out of the process and improves client satisfaction.

For law firms, it means all initial client intake information is securely stored in one place.

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

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