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Presenters
Ed Akbar - Sales Manager at INSZoom
Jake Lipman – Immigration Attorney at VisaWolf
Agenda
• Billing Module
• Billing Challenges
• The Solution
• Email/Calendar Sync
• Email Communications/Calendar Challenges
• The Solution
INSZoom Billing Module
• Use of Excel sheets to track payments
• Use of Quick Books by some firms
• No specific tool to track invoices
• Payment plan – Not supported by Quick Books
• Disconnected systems – Legal team
• No customization of the invoice template
• Is every case billed?
Billing Challenges
• Customizable billing templates
• Payment plan options
• Batch printing (Invoices)
• Location based billing
• Timer billing
• Reports
• Credit and Escrow
• Notification / Alerts (Due date and over due payment)
• Credit card payment (Integration with authorize.net)
• Possibility of QuickBooks integration (Online Version Only)
The Solution – INSZoom Billing Module
Payment Plan
Fee Template
Batch Printing
INSZoom Email/Calendar Sync
• Multiple stockholders (Law firm, FN, HR or global
partners) work on single case
• Presence of emails in multiple inboxes
• It’s hard to know what has been communicated
• Losing emails, going to clutter, junk or spam
• Appointment categories
• Keeping track of case reminders
Email/Calendar Communications Challenges
• No installation required of plug-in or any account/server information
• All emails are stored at Foreign National or Case level (Sent/Received)
• In addition to Auto - Sync, Zoom Case Managers can Manually - Sync any
email received or sent outside INSZoom by just forwarding the email to
• Sync with Google, Microsoft Exchange or any other email
• Calendar
• No plug-in required
• Global Time Zone
• Google or Microsoft Exchange calendar
• Inclusion of Prior Appointments
• Scope of increased synchronization
The Solution- INSZoom Email/Calendar Sync
Email Sent and Received
Thank You!