How Will We Cooperate
How will we work together, and how can we serve your clients if we are in different cities?
No worry. With our proprietary case management program and cloud database, our cooperation will be simple and efficient.
Client Interview (CI) Program is a web-based case management and CRM platform that will be used in our cooperation.
- It is absolutely secure – Only the lawyers and case managers from our two law firms can access it.
- It allows our legal service transparent – Every case status, each expense, and all the payments made by clients are recorded in this program and updated on time, and you can check them anytime.
- With the program and cloud service technology, our service will no longer be limited by geography.
Examples of CI Program Functions
What does the whole procedure look like
Screen-Out and Make Appointment
Once you have potential immigration clients and you think their case is a good fit for us, you can make appointment with us.
First Round of Interview
At the time of our appointment, before the client consult with Mr.Xenos Yuen, you need to complete the first round of interview using CI Program, including entering the client's personal information, the basic information about the case, and etc.
Second Round of Interview
After you finished the first interview, Mr.Xenos Yuen will talk with the client, he will review all the information you entered, ask more detailed questions, and give the client more appropriate advice.
Sign Agreement
After the consultation, if the client is willing to hire us as his lawyer, we will prepare agreement and sign it together.
Start Service and Keep Update
After signing the agreement, we will start processing your client's case. Throughout the course of the case, we will keep updating you the case status, payment status, and other events via CI Program.
Done!
We complete the case and the case is closed.