With multiple cases to manage, it’s important to have a system that can keep track of each one and help you stay organized. Look for a system that can handle the management and tracking of multiple cases, including the assignment of tasks and deadlines.
Tip: Look at a company’s feature pages to see if they have the features you require.
Look for a system that is intuitive and easy to use, so you don’t have to spend a lot of time training yourself or your staff on how to use it.
Tip: Check out the tool’s screenshots or videos to see how simple it is to use. The other option is to sign up for a free trial.
It’s important to ensure that the system can handle an increase in workload without requiring significant changes or disruptions to your practice’s operations. This can help ensure that you’re able to continue working efficiently as your practice grows.
Tip: Learn more about this on the website’s functionality pages or blog section to see if and how they can help your business.
Some case management systems offer support for automated PDF form filling, which can save time and reduce the risk of errors when completing immigration applications and other forms. With this feature, you can fill out forms electronically and automatically populate fields with data from the system, rather than having to manually fill out forms by hand.
Tip: Learn more about this on company’s dedicated page for this functionality.
An audit trail allows you to track changes and activity in the system, such as who made updates to a case or when a document was uploaded. This can be useful for tracking the progress of cases and ensuring that you have a complete record of all activity related to a case. Some case management systems offer a complete audit trail as a built-in feature like Casolve.
Tip: If the company offers this functionality, it should have been explained on the functionality page.
Proper document management is crucial in the immigration consulting field. Look for a case management system that offers tools for organizing and storing documents electronically, as well as the ability to retrieve them easily as needed.
Tip: The Pricing page should have this information or you can refer to the functionality page.
When considering the pricing model for a case management system, you’ll want to consider both the upfront cost of purchasing the system, as well as any ongoing fees for support.
Tip: This information should be clearly explained in the pricing page of the company.
Look for a system that offers robust support and training resources to help you get up and running quickly and efficiently.
Tip: Please be sure to look for a Case management system that offers exceptional free support. Also, check out their knowledge base to see how deeply they have covered their tool.
See how Casolve compares to other Case Management options.
Are you engaged in case management and case solving or marketing?
If you selected the former, you require a case management system rather than a CRM system.
Read this to know more- CRM or Case Management: Which One Is For You?
Being able to effectively evaluate (Case management systems) CMS and make an informed choice that will benefit your business, is crucial. However, being aware of the pitfalls to watch out for can also be very beneficial in making the right decision.
If a platform claims to have a feature or capability that it doesn’t actually have, it can cause significant issues for your organization. For example, if a platform claims to be able to automatically transfer data from the platform to a PDF form, but in reality they are doing it manually. This should be a major concern for you.
If you want to see how much a Case management platform has been improved and innovated, take a look at the company’s recent updates. You can find this information on their website. The more often they release updates, the more you can tell they are working to make their product better.
Having someone to help you when you need it is really important. Before signing up with a company, try their customer support by contacting them. If they take a long time to answer, they probably won’t be able to help you quickly if something goes wrong with your business.
A good CMS(Case management systems) platform should give you a clear and easy view of your business. You can see this by looking at product demonstrations or screenshots. The simpler the dashboard appears, the more likely it is that you and your team will be able to take advantage of the increased ease it provides. Decluttered is the word, that you need to remember.
Some of these might sound foreign but these are some of the best things that you should have
Some companies are still using outdated technologies that are insecure, suffer from performance issues, and are costly to maintain — that is no longer the case with us. We have everything covered for you!
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Yes, you can easily upgrade and downgrade between plans. Switching between plans can be done at any time in the billing cycle.
During your free trial, you will receive the same level of support as our paying customers, regardless of the plan you choose.
Not at all. During your free trial, you will have access to all of the features that are available to paying customers within the plan you have chosen. Additionally, you will have the ability to switch between any of the Casolve plans while still in the trial period.
Yes, you can invite team members based on the plan you’ve chosen.