Every Relationship, One View
From first inquiry to case closed (and the referrals that follow). Track every touchpoint, automate follow-ups, and never let a lead go cold or a deadline slip.
Relationships Are Your Business. Manage Them Like It.
A CRM built for immigration firms — not a generic sales tool with legal jargon pasted on top.
Unified Communication
Every email, call, and text in one timeline. No more searching five different tools to piece together a client conversation.
Automated Lead Nurturing
Set it and forget it. Automated sequences keep potential clients engaged while you focus on active cases.
Pipeline Visualization
See exactly where every lead and case stands. From first contact to engagement letter to active case.
Deadline & Task Management
Never miss a deadline. Automated reminders, task assignments, and calendar sync keep your team on track.
Seamless Integration
CRM talks to Portal and Accounting natively. Update a client's status here, it updates everywhere.
Email & SMS Templates
Pre-built communication templates for every stage of the client journey. Personalized outreach at scale.
From First Contact to Signed Engagement
See exactly where every lead and case stands. Drag-and-drop pipeline management gives you a bird's-eye view of your practice, so nothing slips through the cracks.
- Visual pipeline with customizable stages
- Automated stage transitions based on actions
- Revenue forecasting by pipeline stage
- Conversion rate tracking at every step
One Timeline. Every Conversation.
Every email, call, text, and note — all in one chronological timeline per client. No more hunting through inboxes and sticky notes to reconstruct a conversation.
- Email integration with automatic logging
- Call logging with notes and follow-up reminders
- SMS communication tracking
- Internal team notes and @mentions
- Full communication history at a glance
Stop Losing Leads. Start Building Relationships.
See how VeriMatter's CRM helps immigration firms convert more leads, retain more clients, and grow through referrals.