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December 24, 202410 min read
December Feature Release & Year-End Update
Wrapping up the year with new features: Help Center, Feature Toggles, Employer Management, Family Linking, Shortcuts, and more.
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Insights for Immigration Advisers
Tips, guides, and best practices to help you grow your practice and better serve your clients.
8 min read
From Scattered Tools to One Platform: A Look at Streamlining Your Immigration Practice
Many advisers use separate tools for email, documents, e-signatures, and invoicing. Here's what an integrated approach could look like.
December 4, 2024
7 min read
Digital Contracts: Get Client Agreements Signed in Minutes, Not Days
Stop manually updating client names and addresses in your engagement letters. Create reusable templates with auto-fill placeholders and send secure signing links.
November 18, 2024
6 min read
Linking Family Members: Keep Track of Related Clients Across Multiple Cases
When you represent an entire family, keeping track of who's who can get messy. Learn how to link clients together and see all related cases at a glance.
October 15, 2024Get Tips Delivered to Your Inbox
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