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What is The REDI Office?

The REDI Office application for iPad has been crafted using the FileMaker Platform, enabling seamless connections to the REDI Office from a hosted server. This app ensures you stay updated on your practice’s operations while efficiently managing time tracking, billing, and daily tasks. The interface and navigation are designed to be intuitive, eliminating any lengthy learning periods—you can dive straight into using the app! You can easily schedule meetings, assign tasks, and have them added to the Practice Schedule, along with sending reminders to all involved parties. Moreover, the app allows you to create and track notes related to the file’s progress, documenting significant events and discussions as they take place. In addition, it features a shared document repository tailored to fulfill your practice's document management needs, making organization and accessibility a breeze. This all-encompassing solution not only simplifies administrative responsibilities but also enables you to devote more attention to your clients, minimizing the time spent on paperwork. With these tools, your practice can operate more efficiently and effectively than ever before.

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.

Media

Media

Integrations Supported

Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook

Integrations Supported

Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$69 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

REDI Analysis

Date Founded

1997

Company Location

Canada

Company Website

www.redianalysis.com

Company Facts

Organization Name

Officio

Date Founded

1996

Company Location

Canada

Company Website

officio.ca/immigration-software.html

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

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

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

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