Solutions Immigration
The immigration CRM that keeps every filing on track.
Manage complex immigration cases with confidence. Track visa applications, organize supporting documents, communicate with clients in real-time, and never miss a filing deadline with purpose-built tools for immigration attorneys.
Sound familiar?
What slows immigration firms down, and what we fixed.
- 01Tracking multiple visa types and complex filing requirements
- 02Managing large volumes of supporting documents per case
- 03Communicating with clients who may have language barriers
- 04Keeping up with changing immigration policies and deadlines
- 05Coordinating across multiple government agencies and courts
Built for immigration, plus everything else a firm needs.
Case & Matter Tracking
Organize cases by visa type, track filing status, and manage deadlines across all your immigration matters.
Document Management
Store passports, I-forms, supporting evidence, and correspondence organized by matter with version control.
Client Communication
SMS reminders and client portal access keep clients informed about case progress and upcoming appointments.
Client Intake Forms
Custom intake forms capture the specific information you need for different immigration case types.
Automated Billing
Flat-fee and hourly billing with automated invoicing and payment processing via Stripe.
AI Document Generation
Generate cover letters, case summaries, and template documents with context-aware AI.
Lexi, on every plan
Ask Lexi to draft, summarize or find anything in the case file. She asks before saving a thing.
Free data migration
Our team moves your clients, matters and documents over from your current system at no cost.
Step by step
How a immigration matter runs in Clienty.
01Intake on the client's schedule
Send intake forms by email or text, or embed a form on your website with lead source keys so you know which channel brought each case in. Every lead lands on a journey board that shows how long it has sat in each stage.
02Matter types for each case type
Create a matter type for each kind of case you handle, with custom fields for details like receipt numbers and priority dates, and deadline reminders for filing and response dates.
03Document collection that doesn't stall
Immigration cases run on documents. Request passports, certificates and supporting evidence through the portal, keep them in matter folders, upload in bulk as a ZIP, and use OCR so scanned pages are searchable.
04Letters and forms from your own templates
Turn your cover letters, client letters and declaration drafts into templates with a firm-wide placeholder library, then generate DOCX or PDF from the matter with the client's details filled in.
05Updates during the long waits
Cases can go quiet for months. Text templates and appointment reminders keep clients informed, and case status in the portal answers “any update?” before they call. Flat fees and payment plans fit how immigration work is usually billed.
Keep exploring
Immigration FAQ
Can I organize immigration cases by visa type?
Yes. Organize matters by visa type, track filing status and manage deadlines across every immigration case in one place.
Can I build intake forms for different case types?
Yes. Custom intake forms capture exactly the information you need for each type of immigration case.
Does Clienty support flat-fee billing?
Yes. Bill flat fees or hourly, send invoices automatically and take payments through Stripe.
“Clienty is an excellent tool for legal billing and time tracking.”