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Client management
Client profiles, history and everything stored on a case.
Add a client
In ImmiPractice every client starts as a lead. You add one by sharing your Form Menu link so the client submits an email-verified form, or by entering them you…
Read →The client profile: what a case holds
In ImmiPractice, a client’s profile lives on their case page. It holds the client’s details and service, the case number, fees with tax and payment terms, paym…
Read →Client and case history: timeline, notes and audit trail
ImmiPractice keeps a client’s history in several connected places: the lead’s activity timeline (notes and every status change), the case history log (includin…
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