INSZoom Reviews & Pricing

Key Features

• Case Management: Manage and track all aspects of legal cases, including deadlines, documents and communication in a centralized repository. Easily view and manage case status, filing dates and important milestones. 
• Customized Case Workflows: Streamline and automate routine tasks like data entry or document generation. 
• Deadline Tracking: Track case deadlines and set automated reminders to avoid missing critical dates, reducing the risk of missed deadlines and associated penalties. 
• Document Management: Organize and manage all legal documents related to immigration cases in a single place. Access all relevant case forms, applications, contracts and other important files. 
• Document Version Control: Track and manage multiple document versions. Team members can collaborate effectively on documents by accessing the latest version. 
• Document Automation: Create, assemble and distribute legal documents automatically, saving time and increasing efficiency. 
• Time and Billing: Track billable hours and expenses, create invoices, and manage payments to bill clients accurately. 
• Invoicing: Generate professional-looking invoices for clients and track payments based on predefined billing rules or time-tracking data. 
• Trust Accounting: Manage client funds, including deposits, payments and refunds. Track all transactions and generate reports to comply with relevant regulations. 
• Reporting and Analytics: Create custom reports and dashboards to track case information, financial data and performance metrics. Get a range of reporting options such as ad-hoc, scheduled and automated reporting. Export data in various formats like Excel and PDF. 
• Financial Analytics: Analyze financial performance and profitability of cases and clients using detailed financial reports that provide insights into billing rates, billable hours, expenses and payments. 
• Performance Metrics: Track key performance indicators (KPIs) and identify areas for improvement with performance metrics. View metrics such as case cycle time, client satisfaction and employee productivity to optimize legal operations. 
• Collaboration and Communication: Collaborate with team members and assign tasks with ease. Clients can use a portal to access case information and documents. 
• Compliance Management: Stay compliant with immigration regulations by providing alerts and reminders for key deadlines, managing compliance documents, and automating compliance checks. 
• Secure Portal: Upload documents securely and communicate with the legal team. Access up-to-date information about cases and eliminate the need to visit the legal office for updates. 
• Integrations: Integrate with various third-party apps, such as HR systems, eSignature tools and document management systems, to streamline workflows and simplify data management. 
• Mobile App: Access and manage cases from anywhere, at any time, on any device. 

Limitations

•  No customization options for templates and workflows. 
•  Lack of flexibility in assigning user roles and permissions. 
•  Slow, inadequate issue resolution. 
•  The absence of a mobile app limits on-the-go access. 
•  Limited language support for global businesses. 

Suite Support