Convert clients efficiently with immigration CRM software.
Easily track, manage, and convert prospective clients into paying clients with DocketWise's powerful CRM.
Engage your leads with DocketWise's built-in CRM
DocketWise's CRM provides a dedicated space to organize and manage your prospective clients, ensuring your firm's business development stays on track.
Pipeline Automation — Automatically moves leads created from your website to your DocketWise account.
Organize Leads — Easily get an overview of your prospective clients within your dashboard.
Set Reminders — Helping reminders help you keep track of which leads you to need to reach out to convert them into clients.
Save Successful Templates — Our questionnaire-to-forms workflow makes it much easier to gather the information you need. Clients will find the process much easier.
Collect leads effectively via your website or chatbot
Whether you practice family, business immigration, or humanitarian law, our comprehensive form library provides all the forms you need. And using our SmartForm collections, you can easily package any immigration forms to speed up your workflow.
Website Integration — Add a simple embeddable contact form to your website and allow visitors to automatically add themselves as leads in DocketWise.
Chatbot Integration (YoTengoBot) — Collect leads through popular messaging platforms such as Facebook Messenger, WhatsApp, and SMS and reach a wider audience.
Track and engage your leads
Get a clear overview of your prospective clients and where they stand to help prioritize your most promising leads.
Distribute Leads and Track Activity — Distribute leads among your team and identify areas where additional support may be needed to ensure that no opportunities slip through the cracks.
Lead Reports — Sort by status, conversion rate, and creation date to gain valuable insights and make informed decisions on your firm's next steps.