Everything immipedia Does
For Your Firm
Manage client records, document checklists, case stages, and communication. Planned features are marked coming soon.
Tools Built for Your Practice
Analytics Dashboard
Insights into case volumes, team workload, and processing times with visual reports.
How everything connects
A guided workflow using the client and document tools available today.
Client Intake
Add a client record
Build Checklist
Generate and customize
Review Uploads
OCR and human review
Track Progress
Update case stages
Portal Reminders
Send manually as needed
Case Review
Notes and activity history
Client Intake
Add a client record
Build Checklist
Generate and customize
Review Uploads
OCR and human review
Track Progress
Update case stages
Portal Reminders
Send manually as needed
Case Review
Notes and activity history
Explore each module
Full Client Lifecycle
Everything included
AI-powered form filling (coming soon)
TLS data encryption in transit
Automated deadline alerts (coming soon)
In-app client messaging
Role-based team access
Client document uploads
Branded client portal
Case analytics (coming soon)
All of this, in one place
Client counts, document status, and recent activity at a glance.
Clear ownership at every stage.
Use the workspace to support professional judgment and make responsibilities visible to the people managing the case.
Assign responsibility
Make it clear who maintains the client record, reviews documents and follows up on missing information.
Review before progressing
Check uploaded evidence and record what needs attention before moving a case to the next stage.
Keep clients informed
Use the portal and messaging tools to share updates that your team has reviewed.
One clear next step.
Then the next.
Ready to Streamline Your Practice?
See how immipedia can help your firm manage cases faster and deliver better outcomes.