Aflock QuickImmigrant - For Immigration Consultants and Lawyers What is QuickImmigrant?
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Recent developments:

  • Module :CLIENT LOGIN
    Feature: "I forgot my password"
    for you clients at client login page. All clients previously authorized to login, can now request a password reset from your website. QuickImmigrant verifies the integrity of the request then sends a new password to their email.

  • Module: QuickForms
    Coming soon: Ability to save comments and other annotations to the PDF forms!
Barcode forms are now available in QI. If you have any issue please call 416-697-5555

QuickImmigrant is an online customer relationship management (CRM) system for immigration lawyers and consultants in Canada.

Accessible from anywhere, anytime!, Since 2001
 
QuickImmigrant modules:

Forms and Client Management

QuickForms is a great tool to fill, update and organize application forms of each client. Its features are as follows:

  • A collection of over 1000 PDF forms.
  • Covering more than 80 different applications (Federal, Provincial, HSRDC, Visa-offices) in French and English.
  • Forms are fill able and save-able.
  • No additional software purchases are needed.
  • Repeated information such as date of birth is automatically synchronized throughout all of the client's forms.
  • Template: information common to most clients may be saved as a template which allows you to save time when filling in a form for a new client.

Client Management is an organized database of your clients' information , which you can easily search and update.

 
optional module 1: Client Login

After the client's file is created, using the Client Login feature, you can easily setup a password for the client to login to their file from your website and perform any of the following:

  • Information Verification: Checking the status of the file and verifying their personal information such as date of birth.

  • Questionnaires Fill-in questionnaires that you have selected.
    Note: Information collected from the questionnaires will automatically be inserted into the application forms by QuickImmigrant.

  • Application Forms: The clients may have permission to fill-in their PDF application forms themselves or have view only access.

  • Notes : When the Client Login feature is used along with the Notes and Reminder feature,  The client can see those notes you have left on their file and decided to share with them.

  • Upload/Download: with the File Storage, the client can attach (upload) documents such as scanned images of their passport to their file. They can also open (download) those documents you have attach to their file and decided to share with them.

  • Easy to use:  All of these functions are easy to use for any client regardless of their Internet connection speed. If a client can check their email, they can use Client Login.

You can of course disable/enable any of the above for each client.

 
optional module 2: Reminder, Notes, Letters
Using this application users can create reminders linked to a client file or write notes to record actions taken regarding the file. Users can also prepare letters using customizable templates to print and save. Notes, Reminders and Letters are shared with those users in your company who are given the permission to access the client file.
 
optional module 3: Accounting
It is a Financial Reporting System for Immigration Businesses. You don't have to be an accountant to use it. It collects information and produces reports such as Client Statement ( A summary of all invoices/payments/refunds to the client).
Printable Invoice: Very easy and simple to use, make the invoice and it will automatically be recorded to the client's file.
Track Expenses: Keep track of your expenses for each office. Automatically calculate and track GST.
 
optional module 4: File Storage
Similar to attaching a file to an email, users can attach documents (PDF, scanned document,...) to a client file. Client can do the same to their own file when this module is used with Client Login module.