Save time gathering client immigration documents in your practice.
Easier, Faster, without all the fuss.
Can 'smart lists' save your practice an extra hour hassle a day too? The must have tool for smart immigration lawyers 🤓
Auto follow up with clients
Track & share client progress
Address & fix errors quickly
Keep track of missing items
Birds eye view of your caseload
How much could Checkwiz be saving you?
Jennifer Paulino
Principal Attorney at Paulino Immigration LLC
Charlotte Metro, USA 🇺🇸
Checkwiz does exactly what I need it to by simplifying and automating tasks. It is very simple to create lists from templates and personalise for each client with a clean and professional look. The automated follow-up option is a lifesaver.
Alex Morley
Principal Attorney at Immigration Street Legal
North Yorkshire, UK 🇬🇧
I cannot overstate how impressed I've been with Checkwiz - an amazing tool which I highly recommend. It works effortlessly alongside your present system to simplify the whole document identification and management process. A great encouragement for you and your client to ensure that all required items are promptly received. I would encourage all practitioners to give Checkwiz a try to discover just how simple, effective and useful it is.
Stop sending checklists. Start sending Smart Lists 🤓
Show clients missing items without reminding them
Clients track progress without hassling you
Customise lists to each client. More clarity = less questions
Edit as cases evolve and notify changes in real time
Check when clients received their list and when they last viewed it
Works on any device - No client portal log in needed
"The Easiest Way To Gather Client Documents in Your Immigration Practice"
How it works
Easy as 1, 2, 3!
1
Send a smart list in one click
No complicated Microsoft Word attachments
2
Check off items as they trickle in
See client progress & know where you are
3
Gather documents without the fuss
Track, follow up & fix issues easily
Still Run Into These Issues in Your Practice?
It may be time to upgrade to smart lists 🤓
Losing track which documents you have
Knowing which items you have gets difficult as documents trickle in
Chasing clients for missing documents
Reminding clients for outstanding items can be a real pain
Searching back through files
Digging through files getting up to speed can be a hassle & time suck
Back and forth communication
Constant back and fourth slowly eats away at productive time
Cases fall between the cracks
Cases out of sight are out of mind, further slowing down progress
Delay preparing & filing of cases
Realising documents are missing delays preparing and filling of cases
"Documentation is the most crucial part of an immigration application"
Make document acquisition a breeeze💨 with Smart Lists
Reduce heavy workloads
Streamline repetitive tasks, free up valuable time
Clear up client confusion
Work transparently, stay on the same page & reduce issues
Stay professional and personal
Keep the personal touch clients love with much less effort
No added work
Replace what you already do but with less time & effort
No heavy migration
Copy & paste your current checklists in seconds!
No training needed
Super easy to use, just point and click!
See missing documents at a glance
See exactly where you are without digging into files, emails or nagging staff
More transparency
Less confusion
Clear up confusion and keep
clients & staff on the same page each step of the way
Automatically remind forgetful (and lazy) clients
Send automated reminders that kick clients into gear without lifting a finger
Work smarter with smarter checklists
No more juggling Microsoft Word checklists, email attachments and calendar reminders
Stay vigilant. Stay proactive
Minimise errors and catch issues before they unnecessarily slip between the cracks
Jump start cases
Save the confusion and resume cases quickly without the added labour cost
Things you'll ❤️ about Checkwiz
Anthony Guidice
Author of:
'Easy Ideas for a Better Immigration Law Practice'
"You can waste a lot time just trying to find something in a folder. You should be able to find anything in about 30 seconds"
Irene Leonard
Professional law practice business coach
"Checklists are the groundwork for an excellent, well-run practice that is mistake free and less stressful"
American Bar Association
Rule 1.4 Comment 4, of Professional Conduct
“A lawyer’s regular communication with clients will minimize the occasions on which a client will need to request information concerning the representation”
What the experts say
Boost Productivity
Fast. Simple. Efficient.
Personal touch
Personalised to your clients and
bespoke to your brand.
Happier staff
Streamline heavy admin. Boost morale.
Fast 24/7 support
Need help? We're right on hand
from inside your dashboard
Access anywhere
Safe. Fast. Reliable.
Fits your practice size perfectly
Whether solo or a large firm,
Checkwiz handles it all
Why more practices are turning to Checkwiz
"Works like magic! — a real pleasure to use"
FAQ's
What is Checkwiz?
Checkwiz is the worlds first 'smart list' platform built to gather all the necessary client documents you need for your immigration practice, significantly reducing hassle and workload.
Does Checkwiz replace my case management software?
Not quite. Checkwiz only replaces and upgrades the client document acquisition part of your current workflow.
Most firms already have an existing legal framework in place which they're happy with so Checkwiz was designed to be the perfect complimentary tool by running independently and quietly in the background - adding big results with zero effort.
Simply check off any items you receive and we'll handle the rest.
Doesn't this add another layer of work?
No. Checkwiz simply replaces the time you're already spending to acquire your clients documents, but in less time and way less effort.
No longer do you need to check your files, search back through emails, craft follow up emails, take client calls, report with colleagues etc. Your business will not look back.
Do I use my own current checklists?
Yes, even if your lists are currently in Microsoft Word you can copy and paste your checklists directly into Checkwiz in seconds. Consolidate all your lists into one place, easy and ready to use for present and future cases.
Can my clients access the software?
No, we found only a handful of clients ever use 'portals' which inadvertently fragments your workflow making it even more cumbersome to work through the extra tasks that it creates.
Instead we allow all your clients to access their case instantly at anytime from any device in a click. They can easily keep track of their case, see outstanding items, fix errors and see their progress as they'll all stay in perfect sync with the same checklists on your dashboard.
It works like magic.
Do my clients need a device to access their checklist.
No, you can also print out a hard copy of their checklist at any time. Even so they will still be able to receive any email updates if you choose.
Do my clients send their documents via the software?
No. We found no one tool fits all for document intake as each client is different and will usually submit their documents through whatever means best suits them (via email, hand delivered in person, physically mailed in, uploaded via Dropbox/ Google Drive or even using client portals).
We think you should let your clients submit their documents however they choose all while using Checkwiz to better manage and work through the entire acquisition process more efficiently.
Can I add my team members
Yes of course, seamless collaboration with the rest of your organisation is where Checkwiz really shines. Work more cohesively while keeping everybody on the same page and up to date.
Is my data safe?
Yes of course. Checkwiz takes data security very seriously. Your data is hosted privately on Amazon© servers in the USA and we also include SSL encryption as standard as an extra layer of security.
As another extra layer of precaution we intentionally designed Checkwiz so that the only data you store in your account is simply the representation of a case, but never the actual sensitive data of the case itself.