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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 Milestones Professional?

Milestones Professional provides a variety of options to present your MS Project schedules, enabling you to choose which tasks to highlight and to employ different symbols and bars for visual representation. You can easily accentuate Finish dates, show task bars, or combine both features in Milestones Professional 2021. Furthermore, our tool supports imports from Primavera P6 and MS Excel, greatly increasing its versatility. Once you have set up your schedule within Milestones Professional, you can use a feature called "Refresh," which automatically verifies and updates your dates against MS Project, Primavera P6, or MS Excel. This ensures that your presentation report stays accurate without needing to recreate your schedule from scratch after getting it just right. Such seamless integration not only streamlines your workflow but also conserves valuable time, allowing you to focus on other important aspects of your project management. Overall, Milestones Professional enhances the way you visualize and manage your project schedules.

Media

Media

Integrations Supported

Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
SmartAdvocate

Integrations Supported

Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
SmartAdvocate

API Availability

Has API

API Availability

Has API

Pricing Information

$69 per month
Free Trial Offered?
Free Version

Pricing Information

$349 one-time payment
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

Officio

Date Founded

1996

Company Location

Canada

Company Website

officio.ca/immigration-software.html

Company Facts

Organization Name

KIDASA Software

Date Founded

1989

Company Location

United States

Company Website

www.kidasa.com

Categories and Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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