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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.

CRM: Leads Over Time Illustration

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.

Chatbot messaging a client illustration

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.

List of leads illustration

DocketWise is the fourth immigration software I've used in my career. None come close. It's everything I'd wished for in an immigration forms software. Law offices would be well-served to at least give it a try. I've already enthusiastically recommended DocketWise to several colleagues.

Saja Raoof, Founder and Principal

Saja RaoofFounder and Principal , Saja Raoof, Inc. Law Corporation

This product has increased my law firms productivity ten fold. Before I used to do forms on my own from the USCIS website. Using DocketWise, has caused me to give up paper questionnaires and keeps me from inputting information directly into forms.

Shahzad Khan, Principal Attorney

Shahzad KhanPrincipal Attorney, Shahzad R, Khan Legal, PLLC

I am extremely pleased with DocketWise. This software streamlined my Immigration practice and enabled me to process more cases in less time. Clients (and my staff) love how "user friendly" this software is. Definitely a great value for the money.

Anna Ernest Headshot

Anna ErnestManaging Attorney, Ernest Law Group, PLC

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