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What is Formally?

Revolutionize your time management by combining client onboarding and collaboration into a unified platform. By teaming up with a Formally attorney, you can effortlessly and conveniently explore your visa options. Oversee your global workforce and manage their visa sponsorships from a single, centralized hub that aligns with your schedule. We harness innovative technology alongside insights from behavioral science to transform the realm of legal tech, starting with immigration services. Improve your case management through efficient collaboration and state-of-the-art tools. Formally optimizes workflows for each team member while establishing personalized goals that cater to their distinct work styles. You can submit applications instantly, track cases in real-time, and utilize our organized data platform to repurpose information for future immigration needs. Say goodbye to outdated case management systems and cumbersome Word documents that slow you down. Concentrate on your strengths, achieving enhanced efficiency while minimizing stress. Our distinctive visa smart process picker assesses eligibility and compatibility, enabling you to conveniently explore all visa options from one location. This all-encompassing strategy not only saves you valuable time but also clarifies the often complex immigration processes, ensuring a smoother experience for all involved. With this integrated system, managing your immigration needs has never been easier, allowing you to focus more on success and less on administrative burdens.

What is CaseEasy?

Our Intelligent Questionnaires assess clients for various immigration alternatives while also collecting essential information needed for Immigration Forms, including those featuring barcodes. You can use our ready-made templates to draft your Letters and Retainer Agreements efficiently. Clients have the ability to track their immigration progress, upload required documents, and make payments via our specialized client portal. All client files are systematically organized in one convenient location. To ensure the utmost security for client information, we employ 256-bit enterprise-level encryption and maintain a dedicated database instance that is exclusive to your organization. Moreover, your account will be temporarily locked following multiple unsuccessful login attempts, and our CAPTCHA system is designed to effectively prevent automated intrusion attempts. With these robust security measures in place, you can have peace of mind knowing that sensitive data is safeguarded throughout your operations, allowing you to focus on providing excellent service to your clients.

Media

Media

Integrations Supported

8am LawPay
Calendly
Dropbox
Google Drive
Google Workspace
Microsoft 365
Microsoft Word
QuickBooks Online
Stripe
Zapier

Integrations Supported

8am LawPay
Calendly
Dropbox
Google Drive
Google Workspace
Microsoft 365
Microsoft Word
QuickBooks Online
Stripe
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$79 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Formally

Date Founded

2018

Company Website

formally.com

Company Facts

Organization Name

CaseEasy

Date Founded

2017

Company Location

Canada

Company Website

caseeasy.ca

Categories and Features

Categories and Features

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