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
"Works like magic! — a real pleasure to use"
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
FAQ's
What is Checkwiz?
Checkwiz is a tool designed to help you gather all the necessary client documents for your immigration practice, reducing lots of hassle and saving lots of time.
Does Checkwiz replace my case management software?
Not quite. Checkwiz simply replaces & upgrades the document acquisition part of your current workflow making it the perfect complimentary tool in your existing set up.
Most firms already have satisfactory case management software in place so Checkwiz runs quietly in the background with very little effort and provides big results.
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 much less effort.
No more spending time to check files, search emails, send follow ups or check in with other colleagues. Your business will not look back.
Do I use my own current checklists?
Yes, simply copy and paste your checklists into Checkwiz in seconds. All your lists will be in one easy to find place, ready to use in all your cases.
Can my clients access the software?
No. Traditionally you would use a 'client portal' to give clients access but we found this actually fragments your workflow from those clients who don't use the portal - making your workflow even more cumbersome and time consuming.
Instead we give all your clients instant access to their case in just a click without fiddling around inside complicated client portals. 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 a hard copy for any of your clients and they'll still receive email and tailored follow up notifications if you choose.
Do my clients send their documents via the software?
No, because we found clients usually submit documents based on their individual preference (via email, postal service, in person, Dropbox or Google Drive).
We think you should let your clients submit documents however they choose while you use Checkwiz to better manage and acquire documents more efficiently.
Is Checkwiz built for teams or just solo practitioners?
Yes to both! Whether you're a one man band or managing a larger team, seamless collaboration is where Checkwiz really shines.
Have team members work together on lists or choose to keep cases private from one another while still overseeing all of your cases at once.
Is my data safe?
Yes of course. Checkwiz takes data security very seriously. Your data is hosted privately on Amazon© servers in the USA. 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.