Immigration Software Product
Immigration Software Product
A complete toolkit for legalization specialists:
A complete toolkit for legalization specialists:
Case Management
Case Management
Communication Hub
Gmail Module
Docs Management
Tasks & Activities
Automatic Questionnaire
Automatic Questionnaire
Gmail Module
Communication Hub
Docs Management
AI Assistant
Invoices & Finance
Payments
Website Builder
Import & Export
Client portal
Client portal
Website Builder
Invoices & Finance
Payments
AI Assistant
Tasks & Activities
Import & Export
CRM
Specialized for legalization processes.
Telegram and WhatsApp bots are connected to the CRM to receive new client requests.
All communication is automatically stored within the system.
After a client is transferred from the sales department to the legal team, all previous correspondence, notes, and details remain saved in the history.
CRM
Specialized for legalization processes.
Telegram and WhatsApp bots are connected to the CRM to receive new client requests.
All communication is automatically stored within the system.
After a client is transferred from the sales department to the legal team, all previous correspondence, notes, and details remain saved in the history.
Case Management
All the necessary fields for legal professionals are already configured, including personal details, submission data, case details, inspector data and more.
Specialized fields such as eye color, identifying marks, parents’ names and surnames, MOS and PIO numbers, case number, inspector information, and more.
Related cases (e.g., family submissions) can be linked together.
Tasks and reminders can be added to each client’s case to track ongoing activities.
Case Management
All the necessary fields for legal professionals are already configured, including personal details, submission data, case details, inspector data and more.
Specialized fields such as eye color, identifying marks, parents’ names and surnames, MOS and PIO numbers, case number, inspector information, and more.
Related cases (e.g., family submissions) can be linked together.
Tasks and reminders can be added to each client’s case to track ongoing activities.
Automatic Questionnaire
For each client, the system automatically generates a link to the initial questionnaire and saves all the submitted data automatically. No manual entry required.
This feature automates the process, saves lawyers’ time. No more sending Google Forms or transferring data to Excel. Just a few clicks, and all information is stored where you need it.
All answers are automatically saved to the client’s profile.
The system automatically generates a personalized questionnaire link for each client to complete before submitting applications for residence permits.
Automatic Questionnaire
For each client, the system automatically generates a link to the initial questionnaire and saves all the submitted data automatically. No manual entry required.
This feature automates the process, saves lawyers’ time. No more sending Google Forms or transferring data to Excel. Just a few clicks, and all information is stored where you need it.
All answers are automatically saved to the client’s profile.
The system automatically generates a personalized questionnaire link for each client to complete before submitting applications for residence permits.
Communication Hub
All conversations from Telegram, WhatsApp and Instagram are automatically synced with the system.
These messengers are fully integrated, allowing users to communicate directly from SmartLegalizator.
All conversations are synced and stored, so you can quickly recall every detail without searching or switching tabs.
The system is also connected to IP telephony, which synchronizes all calls and recordings.
Communication Hub
All conversations from Telegram, WhatsApp and Instagram are automatically synced with the system.
These messengers are fully integrated, allowing users to communicate directly from SmartLegalizator.
All conversations are synced and stored, so you can quickly recall every detail without searching or switching tabs.
The system is also connected to IP telephony, which synchronizes all calls and recordings.
Gmail Module
A built-in Gmail module for correspondence with inspectors and other contacts.
You can add your own email templates, select an address for communication, and the system will automatically insert all necessary client data into the email.
Several people can reply to clients from the same shared inbox. Everyone sees who’s already answered, so nothing gets lost and every message gets a quick response.
All your emails stay in sync. If you send, reply, or delete something in the system, the same happens in your Gmail. You’ll always see the full and up-to-date conversation history in one place.
Docs Management
All client documents are securely stored and organized within each case.
Files can be uploaded, viewed, and shared directly in the system.
Gmail Module
A built-in Gmail module for correspondence with inspectors and other contacts.
You can add your own email templates, select an address for communication, and the system will automatically insert all necessary client data into the email.
Several people can reply to clients from the same shared inbox. Everyone sees who’s already answered, so nothing gets lost and every message gets a quick response.
All your emails stay in sync. If you send, reply, or delete something in the system, the same happens in your Gmail. You’ll always see the full and up-to-date conversation history in one place.
Docs Management
All client documents are securely stored and organized within each case.
Files can be uploaded, viewed, and shared directly in the system.
Tasks & Activities
This module helps keep all deadlines under control.
Tasks, reminders, and activities appear both inside the client’s case and on the main dashboard, helping you keep everything visible and under control.
Managers can easily track progress, control deadlines, and see all tasks of their team. The system shows how busy each worker is and helps plan work more effectively.
Once a client receives their documents, the system automatically creates a reminder for the lawyer to follow up 7–8 months before the document expires.
Tasks & Activities
This module helps keep all deadlines under control.
Tasks, reminders, and activities appear both inside the client’s case and on the main dashboard, helping you keep everything visible and under control.
Managers can easily track progress, control deadlines, and see all tasks of their team. The system shows how busy each worker is and helps plan work more effectively.
Once a client receives their documents, the system automatically creates a reminder for the lawyer to follow up 7–8 months before the document expires.
AI Assistant
Helps compose and edit emails, adjust tone and writing style, and format message size.
AI writes messages from your ideas, checks them for mistakes, and improves the style and wording.
The Assistant can summarize email threads and show you the key points of what was agreed or discussed.
The Assistant analyzes incoming emails and alerts you if something looks suspicious or potentially unsafe.
You can instantly translate emails into other languages directly within the system.
AI Assistant
Helps compose and edit emails, adjust tone and writing style, and format message size.
AI writes messages from your ideas, checks them for mistakes, and improves the style and wording.
The Assistant can summarize email threads and show you the key points of what was agreed or discussed.
The Assistant analyzes incoming emails and alerts you if something looks suspicious or potentially unsafe.
You can instantly translate emails into other languages directly within the system.
Invoices & Finance
Issue invoices and monitor client payments effortlessly.
You can generate commercial offers and invoices directly within the system. Each quote can be split into multiple partial payments if needed.
The system also tracks overdue payments to help manage debts efficiently.
Lawyers can easily monitor client payment status.
Invoices & Finance
Issue invoices and monitor client payments effortlessly.
You can generate commercial offers and invoices directly within the system. Each quote can be split into multiple partial payments if needed.
The system also tracks overdue payments to help manage debts efficiently.
Lawyers can easily monitor client payment status.
Payments
All transactions are automatically linked to the client’s case, ensuring fast and easy payment tracking.
Online payments are supported via PayU: BLIK, Apple Pay, Google Pay, and bank cards.
Payments
All transactions are automatically linked to the client’s case, ensuring fast and easy payment tracking.
Online payments are supported via PayU: BLIK, Apple Pay, Google Pay, and bank cards.
Website Builder
Built-in website builder.
Includes all the essential tools to build a functional and informative website. No coding required.
Website integrates with the CRM, so every submitted form or inquiry goes straight into the system. You can easily connect a contact form, live chat, Telegram, WhatsApp, and others.
Comes with basic SEO optimization features.
Website Builder
Built-in website builder.
Includes all the essential tools to build a functional and informative website. No coding required.
Website integrates with the CRM, so every submitted form or inquiry goes straight into the system. You can easily connect a contact form, live chat, Telegram, WhatsApp, and others.
Comes with basic SEO optimization features.
Client portal
The client portal allows users to receive invoices, upload documents, and check the status of their cases.
Client portal
The client portal allows users to receive invoices, upload documents, and check the status of their cases.
Import & Export
When switching systems, data migration takes just a few clicks. You can easily perform data import and export operations at any time.
Import & Export
When switching systems, data migration takes just a few clicks. You can easily perform data import and export operations at any time.
FAQ
FAQ
SmartLegalizator is an all-in-one system for managing business processes of legalization companies in Poland.
Key features:
• CRM for Immigration Law Firms for managing leads and clients;
• Project module for case management;
• Auto-surveyors: automatic questionnaires for data collection;
• Communication center: WhatsApp, Telegram, Viber, Facebook, Instagram, IP telephony, Gmail. Synchronization of all correspondence and conversations;
• Gmail module: correspondence with inspectors and clients directly in the system. Your templates are already in the system, and contact details are inserted automatically;
• Document management: uploading and structured storage of files for each case;
• Tasks and actions: control of submission terms and deadlines in legalization;
• AI assistant: letters generation, translations, scam analyses;
• Bills, invoices and payments (PayU, BLIK, Apple Pay, Google Pay);
• Client's personal account: case status, payments, documents online;
• Website builder: a website for a legalization company with automatic lead collection.
This is a complete set of tools that legalizers need for their daily work.
The SmartLegalizator system supports such languages as:
• Ukrainian;
• Polish;
• Russian;
• English;
• and 90+ other languages.
This allows legalization companies to work with clients and employees of any nationality.
SmartLegalizator is connected to all key tools used by legalization companies in Poland:
• WhatsApp;
• Telegram;
• Viber;
• Instagram Direct;
• Facebook;
• Gmail;
• Google Calendar;
• Binotel IP telephony;
• Ringostat IP telephony;
• PayU (BLIK, Apple Pay, Google Pay, cards).
All communication, call history and payments are automatically saved in the system.
Yes, SmartLegalizator is a flexible legalization system that adapts to the work models of legal departments, legalizers and consultants. Adaptation to any legalization processes is supported, depending on the selected package:
• Cloud — basic changes (theme, menu, shortcuts, disabling modules).
• Cloud+ — deep customization for legalization companies, including new functions and integrations.
• Box Solution — complete freedom of modifications, your own server, unlimited possibilities.
By choosing Cloud+ or Box Solution, you can order additional changes from us or the installation of individual modules necessary for your company's processes. We will adapt the system to your work scenarios, expand the functionality or integrate new tools. All this is done upon individual request and for an additional fee.
You can familiarize yourself with the features of our product on the page.
Yes, SmartLegalizator has an advanced access rights system.
You can:
• restrict access to individual clients and cases;
• hide financial information;
• limit work by roles (manager, lawyer, administrator, accountant;)
• allow viewing without editing;
• divide teams by departments.
Each employee will see only what is relevant to their processes.
Yes, of course. We assist with data migration when switching to SmartLegalizator from other systems, such as Bitrix or SalesDrive.
To migrate, export your data from the old CRM in XLS/XLSX, CSV, or another supported format. Before importing, make sure your file matches the SmartLegalizator template: correct field names, proper formats for dates, phone numbers, and emails, and no unnecessary or empty columns. If any fields don’t match the required structure, simply adjust the file. Then open SmartLegalizator and import your data.
If needed, we can provide full support during the migration process and help with organizing or correcting your files.
You can migrate:
• contacts
• product list
• CRM deals
• client cases
The process is fast and secure. Contact us anytime and we’ll gladly answer all your questions.
SmartLegalizator is an all-in-one system for managing business processes of legalization companies in Poland.
Key features:
• CRM for Immigration Law Firms for managing leads and clients;
• Project module for case management;
• Auto-surveyors: automatic questionnaires for data collection;
• Communication center: WhatsApp, Telegram, Viber, Facebook, Instagram, IP telephony, Gmail. Synchronization of all correspondence and conversations;
• Gmail module: correspondence with inspectors and clients directly in the system. Your templates are already in the system, and contact details are inserted automatically;
• Document management: uploading and structured storage of files for each case;
• Tasks and actions: control of submission terms and deadlines in legalization;
• AI assistant: letters generation, translations, scam analyses;
• Bills, invoices and payments (PayU, BLIK, Apple Pay, Google Pay);
• Client's personal account: case status, payments, documents online;
• Website builder: a website for a legalization company with automatic lead collection.
This is a complete set of tools that legalizers need for their daily work.
The SmartLegalizator system supports such languages as:
• Ukrainian;
• Polish;
• Russian;
• English;
• and 90+ other languages.
This allows legalization companies to work with clients and employees of any nationality.
SmartLegalizator is connected to all key tools used by legalization companies in Poland:
• WhatsApp;
• Telegram;
• Viber;
• Instagram Direct;
• Facebook;
• Gmail;
• Google Calendar;
• Binotel IP telephony;
• Ringostat IP telephony;
• PayU (BLIK, Apple Pay, Google Pay, cards).
All communication, call history and payments are automatically saved in the system.
Yes, SmartLegalizator is a flexible legalization system that adapts to the work models of legal departments, legalizers and consultants. Adaptation to any legalization processes is supported, depending on the selected package:
• Cloud — basic changes (theme, menu, shortcuts, disabling modules).
• Cloud+ — deep customization for legalization companies, including new functions and integrations.
• Box Solution — complete freedom of modifications, your own server, unlimited possibilities.
By choosing Cloud+ or Box Solution, you can order additional changes from us or the installation of individual modules necessary for your company's processes. We will adapt the system to your work scenarios, expand the functionality or integrate new tools. All this is done upon individual request and for an additional fee.
You can familiarize yourself with the features of our product on the page.
Yes, SmartLegalizator has an advanced access rights system.
You can:
• restrict access to individual clients and cases;
• hide financial information;
• limit work by roles (manager, lawyer, administrator, accountant;)
• allow viewing without editing;
• divide teams by departments.
Each employee will see only what is relevant to their processes.
Yes, of course. We assist with data migration when switching to SmartLegalizator from other systems, such as Bitrix or SalesDrive.
To migrate, export your data from the old CRM in XLS/XLSX, CSV, or another supported format. Before importing, make sure your file matches the SmartLegalizator template: correct field names, proper formats for dates, phone numbers, and emails, and no unnecessary or empty columns. If any fields don’t match the required structure, simply adjust the file. Then open SmartLegalizator and import your data.
If needed, we can provide full support during the migration process and help with organizing or correcting your files.
You can migrate:
• contacts
• product list
• CRM deals
• client cases
The process is fast and secure. Contact us anytime and we’ll gladly answer all your questions.
Let's Connect
Grow your client base without expanding your team!
Let's Connect
Grow your client base without expanding your team!