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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 Say goodbye to outdated case management systems and cumbersome Word documents that slow you down.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 Ekspat?

Ekspat CRM is a cloud CRM for immigration agencies, independent legalization specialists, law firms and in-house HR teams that handle cases of foreigners in Poland. Each case keeps the client's details, documents, key dates and comments in one place. The client fills in a questionnaire in Polish, Ukrainian, Russian or English and uploads files in the client panel, where the case status is also visible. The specialist checks each document and approves it or returns it with a comment. From the questionnaire answers, Ekspat CRM prepares the case documents: the application, declarations and a power of attorney. It covers 8 procedures: temporary residence, permanent residence, EU long-term residence, change of permit, invitation, registration of residence of an EU citizen, recognition as a Polish citizen and granting of Polish citizenship. Document checklists with examples come ready for each case type, and the team can edit them. Ekspat CRM reminds the team of visa and residence card dates and of interviews. The account owner assigns clients to managers, hands cases over and sees reports by client and by manager. Closed cases go to the archive. The Ekspat team moves data from spreadsheets or another CRM free of charge. The interface is available in English, Polish, Russian and Ukrainian.

Media

Media

Integrations Supported

Microsoft Word

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

200 PLN/month
Start: PLN 0 per month for accounts registered by 31 December 2026 (standard price PLN 100 per month), up to 3 active clients. Basic: PLN 200 per month, up to 50 clients. Extended: PLN 600 per month, up to 250 clients. Premium: PLN 1,000 per month, unlimited clients. Annual billing saves 17%. Prices are net, plus VAT.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Formally

Date Founded

2018

Company Website

formally.com

Company Facts

Organization Name

Ekspat

Date Founded

2024

Company Location

Warsaw, Poland

Company Website

ekspat.pl

Categories and Features

AI Legal

Not specified

Immigration

Not specified

Legal

Not specified

Visa Management

Not specified

Categories and Features

Immigration

Not specified

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