zoompower2017 - inszoom email & calendar sync, billing -invoicing & payments

Presenters

Ed Akbar - Sales Manager at INSZoom

Jake Lipman – Immigration Attorney at VisaWolf

Agenda

• Billing Module

• Billing Challenges

• The Solution

• Email/Calendar Sync

• Email Communications/Calendar Challenges

• The Solution

INSZoom Billing Module

• Use of Excel sheets to track payments

• Use of Quick Books by some firms

• No specific tool to track invoices

• Payment plan – Not supported by Quick Books

• Disconnected systems – Legal team

• No customization of the invoice template

• Is every case billed?

Billing Challenges

• Customizable billing templates

• Payment plan options

• Batch printing (Invoices)

• Location based billing

• Timer billing

• Reports

• Credit and Escrow

• Notification / Alerts (Due date and over due payment)

• Credit card payment (Integration with authorize.net)

• Possibility of QuickBooks integration (Online Version Only)

The Solution – INSZoom Billing Module

Payment Plan

Fee Template

Batch Printing

INSZoom Email/Calendar Sync

• Multiple stockholders (Law firm, FN, HR or global

partners) work on single case

• Presence of emails in multiple inboxes

• It’s hard to know what has been communicated

• Losing emails, going to clutter, junk or spam

• Appointment categories

• Keeping track of case reminders

Email/Calendar Communications Challenges

• Email

• No installation required of plug-in or any account/server information

• All emails are stored at Foreign National or Case level (Sent/Received)

• In addition to Auto - Sync, Zoom Case Managers can Manually - Sync any

email received or sent outside INSZoom by just forwarding the email to

messenger@inszoom.com

• Sync with Google, Microsoft Exchange or any other email

• Calendar

• No plug-in required

• Global Time Zone

• Google or Microsoft Exchange calendar

• Inclusion of Prior Appointments

• Scope of increased synchronization

The Solution- INSZoom Email/Calendar Sync

Email Sent and Received

Thank You!