A Powerful Client
Finally, a Client Management
Software for immigration practitioners so easy to use
that it can be mastered in just minutes, yet so powerful
that will become an integral part of your practice. E-Organizer
is a Client Management Software that allows you to organize
and manage your data efficiently. From client management
to accounting, to keeping track of your time, E-Organizer
does it all.
Just start typing — no initial
setup — and you are up and running immediately.
up-to-date with your clients
Keep a history of every conversation and completed activity
for each file, so everyone knows who said what and when
it was said.
Instantly recall meeting notes
for every client.
Find any client or any detail using simple keyword searches or
use sophisticated “SmartSearch”
based on multiple criteria. Eg. Search based on
Dependant’s name, CE file number, and …
Search the Way You Think
Use the state-of-the-art
SmartSearch to find clients based on multiple search criteria.
For example, search for all clients whose applications
are filed in London after March 1998 and haven’t been
invited to Interviews. Or search for clients whose agent
is "Smith", their visas are issued and owe you money.
and get the results
E-Organizer can export data to your favorite word processing
software. Let E-Organizer customize your form letters in
Print envelopes in seconds.
Stop searching in the
paper file for a piece of correspondence. E-Organizer
allows you to open your past correspondence for a client
Choose the letter of your choice, and click to open...
Keep track of Clients’
Accountings. Specify clients’ payment schedule, and the
E-Organizer calculates the rest. It automatically bills
the clients, and debits their accounts.
Here is a sample of what you can print:
To-do-list at your fingertips
To-do-list is designed to remind you of important
dates and future tasks to be done for each client.
Keep track of the time
you or your colleagues spend on each case...
...and have it printed for you instantly...
Create Custom reports
the way you want in seconds.
Keep track of your appointments. If you are using
the multi-user version of the E-Organizer, different users
can assign appointments for you or view them.
and write notes
for each meeting.
If you are using the E-Organizer in a multi-user environment,
assign different levels
of access to different users. The system is password protected,
and each user can only access the information that he
or she is allowed.
E-Organizer is user-friendly, flexible, and yet powerful.
It’s designed with the day-to-day requirements of an immigration
practice in mind. Plus, it’s customizable to your particular
Define your own fields, the way you do business...
based on your user-defined fields.
I have E-Organizer?
Your time or your staff's time is more valuable
to do the manual work.
Using technology in this competitive business is
no longer a luxury, it's a necessity.
Using technology will let your business operate efficiently,
and let it grow without incurring expensive personnel costs.