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What is Officio?

Officio offers immigration professionals a comprehensive range of tools and resources designed to facilitate the establishment, operation, and expansion of their practice effortlessly. With its user-friendly, cloud-based solution, Officio enables you to optimize client file management, ensure effective communication with both prospects and clients, automate routine tasks, adhere to regulatory requirements, and keep abreast of developments in the immigration sector. You can engage with prospective clients through questionnaires available in various languages and utilize our automated scoring system to evaluate and classify your leads for different immigration programs. Enhance your outreach by automating messaging and follow-ups with customizable email templates, making it easier to convert leads into clients through straightforward setup tools like a client portal and payment scheduling options. Additionally, you can collaborate seamlessly with both clients and staff by uploading essential documents, filling out necessary forms, and managing tasks effectively. Keep your client files up-to-date with notes and time tracking for each case, while also establishing and monitoring payment schedules with timely notifications for key dates and milestones. Customize and enhance your branding with our extensive library of over 50 email and letter templates, all while managing your email and calendar from a single platform. Moreover, take full advantage of Officio’s unlimited educational resources to further enrich your practice and stay informed. Ultimately, Officio equips you with the necessary tools to cultivate a successful immigration practice in a competitive landscape.

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

Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$69 per month
Solo, Pro, and Ultimate packages are available.

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

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

Officio

Date Founded

1996

Company Location

Canada

Company Website

officio.ca/immigration-software.html

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 Billing

Accounting Management
Case Management
Client Portal

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Document Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

Immigration

Not specified

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