PreciseFP vs. eimmigration by Cerenade Comparison


PreciseFP Spectrum Input	eimmigration by Cerenade Cerenade	+	+
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About Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.	About eimmigration is case management software built to help law practices and non-profits simplify immigration casework. Legal professionals use it to save time, advance cases faster, streamline immigration forms, improve client communications, and grow their practices. eimmigration is backed by Cerenade, a leader in legal software development, and informed by 30+ years of client feedback. This all-in-one system includes tools to manage your cases, forms, clients, and practice from one place.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Companies searching for a solution to collect client financial data	Audience Immigration Law Firms
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $60 per month Free Version Free Trial	Pricing $55 per user per month Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Spectrum Input Poland precisefp.com	Company Information Cerenade Founded: 1992 United States get.eimmigration.com
Alternatives Portal	Alternatives 8am DocketWise 8am
Autopilot Workflow Autopilot Workflow Solutions	8am MyCase 8am
Culverdocs	Smokeball
1st Incident Reporting emAPPetizer	Clio Themis Solutions
Docketbook View All	LollyLaw View All
Categories Forms Automation	Categories E-Filing Forms Automation Immigration Law Practice Management Legal Legal Billing Legal Calendar Legal Case Management Legal CRM Legal Document Drafting Legal Document Management Legal Intake Legal Time Tracking Trust Accounting Visa Management
Forms Automation Features Approval Process Control Archiving & Retention Collaboration Document Indexing Drag & Drop Full Text Search Remote Document Access Rules-Based Workflow Text Editing Version Control	Forms Automation Features Approval Process Control Archiving & Retention Collaboration Document Indexing Drag & Drop Full Text Search Remote Document Access Rules-Based Workflow Text Editing Version Control Show More Features Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Billing Features Accounting Management Automatic Billing Calendar Management Case Management Client Portal Document Management Expense Tracking Time Tracking Legal Calendar Features Case Defined Timekeepers Completion Tracking Conflict Management Multi-Office Reminders Rules-Based Scheduling Staff Calendar Status Tracking Task Management Legal Case Management Features Billing Management Calendar Management Case Notes Client Management Communication Tracking Conflict Management Corporations Court Management Discovery Management Docket Management Document Management Expense Tracking Government Law Firms Records Management Task Management Time Tracking Trust Accounting Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management
Integrations 8am LawPay Acuity Scheduling Box Braintree Dropbox Gmail Google Calendar Google Drive Google Workspace Microsoft 365 Microsoft OneDrive Microsoft Outlook MoneyGuidePro PayPal QuickBooks Online SmartOffice Wufoo Zapier eCMS by Cerenade Show More Integrations View All 4 Integrations	Integrations 8am LawPay Acuity Scheduling Box Braintree Dropbox Gmail Google Calendar Google Drive Google Workspace Microsoft 365 Microsoft OneDrive Microsoft Outlook MoneyGuidePro PayPal QuickBooks Online SmartOffice Wufoo Zapier eCMS by Cerenade Show More Integrations View All 15 Integrations
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