Keep Track Of Missing Documents in Your Practice
& Follow Up With Clients Without The Daily Hassle
CheckWiz could be saving your immigration practice $1,000 a month just in labour costs*
"The Easier Way To Gather Client Documents in Your Immigration Practice"
How it works
..easy as 1, 2, 3!
Send clients a copy of your checklist
Check off items as you receive them
CheckWiz keeps track and automatically follows up
Do these problems happen in your practice too?
Most lawyers are still using physical paper checklists, clunky outdated software or relying heavily on their assistant.
Even worse some just try and keep a mental check on their cases! But here's the problem..
Losing track of documents - Staying on top of what you have and what you don't have gets difficult as client documents trickle in over time
Chasing clients - Constantly having to nag clients for outstanding documents gets tiresome
Searching back through files - Spending time digging back through files and emails to clear up confusion eats into precious time and looks unprofessional
Back and fourth communication - Clearing up confusion between clients and colleagues to bring everybody on the same page can feel like a chore
Have cases fall between the cracks - Some cases fail to get attention due to specific document requirements being overlooked causing them to get lost in the shuffle
Holding up cases - Realising you're still missing documents after you've assembled the case can be bit of a pain and unnecessarily prolong things
See missing documents at a glance
Save time not having to depend on files, emails or staff
Clear up confusion and keep
clients & staff on the same page each step of the way
motivate forgetful (..OR lazy) clients
Send automated reminders that kick clients into gear without lifting a finger
Work smarter with smarter checklists
Out with the old.. In with the new!
No more juggling paper checklists,
files, emails or calendars
Stay vigilant. Stay proactive
Minimise errors and catch issues before they unnecessarily slip between the cracks
Jump start cases
Hand off cases quickly, save time, confusion and labour costs!
What CheckWiz will do for you
14 year professional law practice business coach
and American Bar Association member
"Checklists are the groundwork for an excellent, well-run practice that is mistake free and less stressful"
Official US Citizenship & Immigration government agency
"When submitting a petition to the USCIS, the petitioner must provide evidence.."
Immigration lawyer & 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"
American Bar Association
Rule 1.4 Comment 4, Model Rules 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
Fast. Simple. Efficient.
Bespoke to your clients.
Personalised to your brand.
Less frowns. More smiles. Boost morale.
fast 24/7 support
Problem? We're here to help 24/7
Safe. Fast. Reliable.
Easily scale up or down
whatever your size
Why more practices are turning to CheckWiz
What is CheckWiz?
CheckWiz is a simple checklist system which helps your practice keep track of outstanding documents and follow up with clients without the usual frustration.
Does CheckWiz replace my case management software?
No. CheckWiz simply takes care of your client document checklists and automatically works in the background alongside any software you're currently using in your practice. Just check off any items you receive from clients and we'll handle the rest.
Doesn't this add another layer of work?
No. CheckWiz is a more powerful checklist system which replaces and upgrades what you're already doing. Your business wont look back.
Do I use my own checklists?
Yes. CheckWiz works with your current checklist templates which takes just a few minutes to copy over. Easily keep all of your checklists updated and in sync amongst everybody in your team to use in all your cases.
Can my clients access the software?
No. Surprisingly we found giving clients access to software actually fragments your workflow, increases workload and can hinder productivity since less than half of clients ever end up using it. Instead just check off any items you receive and we seamlessly do the rest of the legwork.
Do my clients send their documents via the software?
No. CheckWiz doesn’t actually store or host any client documents. Whether your client delivers a document in person or online you simply check it off from CheckWiz. From there we'll automatically manage your data and handle those frustrating tasks that drain your business.
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.