A side-by-side look at features, pricing and automation, so you can choose the right immigration case management software for your firm.
$69/user/mo billed annually ($79 monthly) for Core + US Immigration. No setup fee, unlimited storage, free onboarding training. Optional AI Credits for AI Case Review from $80/mo per firm.
Best for: solo, small and mid-size immigration firms that want forms, case management, billing and automation in one affordable system.
Starter from $49/user/mo; Core, Signature and Elite are quote only. Clio Grow, Clio Draft and Clio Work are separate add-ons.
Best for: General practice firms that need broad practice management across many practice areas.
Prima includes the full USCIS, EOIR, DOL and DOS form library, Smart Interviews, USCIS receipt tracking, Visa Bulletin tracking and immigration package assembly. Clio Manage has none of these natively.
Prima.Law integrates directly with Clio and is listed in the Clio App Directory. Import Clio contacts and matters, keep a two-way sync running, and use the "Save to Clio" button on every form. Clio for the firm, Prima for immigration.
Prima's $69/user/mo immigration plan includes billing, trust accounting and online payments, so you don't pay for a general practice tool plus an immigration forms tool.
Zapier, the External API and n8n let you keep the rest of your stack connected.
56 features across forms, intake, filing, billing, AI and integrations.
“Limited” means the feature is partial, restricted to a higher tier, or a paid add-on. “Not listed” means we couldn’t find it in the vendor’s public materials. “Basic” means a simpler version of the feature: for package assembly, the vendor doesn’t document the full toolset (table of contents, exhibit sheets, page numbering, cover sheet, drag-and-drop ordering, instant renumbering, custom footer, section headings, exhibit label styles and templates). “Via Zapier / n8n” and “Via API + n8n” are capabilities Prima.Law customers build with Prima’s integrations rather than native features. *Needs live demo verification.
| Feature | Prima.Law$69/user/mo | ClioClio Manage |
|---|---|---|
| Pricing & plans | ||
| Pricing published on website | ✓Yes | ◐LimitedStarter only; other tiers quote |
| Immigration case management, per user/mo (billed annually) | $69 all-in (Core $49 + Immigration $20) | From $49, plus a separate immigration forms product |
| Free trial | ✓Yes15 days | ✓Yes |
| No setup or onboarding fee | ✓YesFree onboarding training | ✓Yes |
| Month-to-month option | ✓Yes$79/user/mo all-in | ✓Yes |
| Forms & libraries | ||
| USCIS form library | ✓YesALL USCIS forms | ✕NoNot in Clio Manage; some via Clio Draft add-on |
| EOIR immigration court forms | ✓YesALL EOIR forms; paginated court TOC | ✕No |
| DOL / PERM (ETA) forms | ✓YesALL DOL/ETA forms incl. PERM & LCA | ✕No |
| NVC & DOS forms (DS-160, DS-260) with CEAC autofill | ✓YesALL NVC & DOS forms; Chrome-extension autofill | ✕NoOnly via the Prima.Law integration |
| California Judicial Council & 58-county forms | ✓Yes+$20/user add-on | ◐LimitedVia Clio Draft add-on |
| Forms autofill from the client profile | ✓YesAutofill + Reverse Autofill; saves as you type | ✕No |
| Form update turnaround (vendor stated) | Usually 1 business day, max 2 | — |
| Intake & client experience | ||
| Online client questionnaires | ✓YesSmart Interviews: adaptive, save & resume, prefilled | ◐LimitedClio Grow; not mapped to USCIS forms |
| Questionnaires in the client's language | ✓Yes10 languages: English, Spanish, French, Portuguese, Ukrainian, Russian, German, Haitian Creole, Dari, Nepali | ◐Limited4 languages; built-in labels only |
| Lead pipeline (CRM) with lead-to-case conversion | ✓YesLeads Hub, Kanban, embeddable intake form | ◐LimitedClio Grow add-on |
| Branded client portal | ✓YesUploads, interviews, forms, USCIS status, invoices | ✓YesCore tier and up |
| Mobile app / mobile client access | ✓YesMobile-friendly client portal (updated 2026) | ✓YesiOS & Android |
| Employer / HR access to employee cases | ◐LimitedCompany representative sees shared employee cases | ✕No |
| Filing & tracking | ||
| Advanced package assembly | ✓YesAuto TOC, exhibit sheets, page numbering, cover sheet, drag & drop, instant renumbering, custom footer, section headings, exhibit label styles, templates | ✕No |
| USCIS e-filing | ✓YesE-file USCIS online forms with the Prima Chrome extension | ✕No |
| DOL & EOIR online filing autofill | ✓YesETA-9089, 9035, 9141, 9142B/C, 790A, EOIR-42B & more | ✕No |
| CBP I-94 & travel history import | ✓YesChrome extension | ✕No |
| USCIS case status tracking | ✓YesBulk updates via the official USCIS API; shown in portal | ✕No |
| Visa Bulletin & priority date tracking | ✓YesIncluded; family & employment-based | ✕No |
| Document expiration tracking (EAD, parole, passport) | ✓YesDashboard + expiration reports | ◐LimitedGeneral deadlines |
| Practice management | ||
| Pre-built case type templates (forms + document checklists + case flow steps) | ✓Yes140+ ready to use, each complete with forms, document checklists & case flow steps | ✕NoFirm builds its own; Clio points to Prima.Law’s templates |
| Monday.com-style case boards | ✓YesTable & Kanban views, drag and drop, custom colored statuses + meta-statuses, saved views, custom columns, group/filter/sort, tags, XLSX export | ◐LimitedMatter Stages Kanban; select plans, no custom colors |
| Tasks, deadlines & firm calendar | ✓YesPriorities, assignees, shared calendars | ✓Yes |
| Google & Outlook calendar sync | ✓Yes | ✓Yes |
| Unlimited document storage | ✓YesNo file-count or file-size limits | Not listed |
| Custom case types & checklists | ✓YesBuild your own case templates | ✓Yes |
| Client communication | ||
| Gmail & Outlook email integration | ✓YesFree; send, receive & auto-log to client | ✓Yes |
| Two-way client texting (SMS/MMS) | ✓YesOne-to-one, logged to the contact | ✓YesShared firm number |
| E-signature | Via Zapier / n8nDocuSign, Dropbox Sign or PandaDoc; signed PDF saved to case | ✓Yes |
| Email newsletters & marketing campaigns | Via Zapier / n8nTag contacts and sync to Mailchimp or Constant Contact | ◐LimitedClio Grow |
| Phone system call logging | ✓YesCall logs; auto-log from RingCentral, Dialpad, etc. via Zapier | ✓Yes |
| Billing & payments | ||
| Time, expenses & invoicing | ✓YesApproval workflow, partial payments | ✓Yes |
| Trust accounting | ✓YesTrust & operating accounts, client and trust ledgers | ✓Yes |
| Payment plans with autopay | ✓YesAuto-generated installment invoices | ✓YesAutomated payment plans via Clio Payments |
| Online card & ACH payments | ✓YesPrimaPay+ by Confido Legal: 2.95% card, 1% ACH capped at $30 | ✓YesClio Payments |
| QuickBooks Online | Via Zapier / n8nPayments and customers sync via Zapier | ✓Yes |
| AI | ||
| AI review of the complete filing package | ✓YesAI Case Review: chat with the package, answers cite exact pages | ◐LimitedGeneral document AI |
| AI data extraction from IDs & notices | Via API + n8nBuild with AI agents on the External API + n8n | ◐LimitedDeadline extraction |
| Client data never used to train AI models | ✓YesZero Model Training Guarantee; TLS 1.3 + AES-256 | ✓YesClio states data is never used to train AI models |
| In-app AI help assistant | ✓YesMaya, with handoff to a human | Not listed |
| Integrations & automation | ||
| Zapier integration | ✓YesWorks on Zapier's free plan; 5,000+ apps | ✓Yes |
| Zapier triggers for cases, tasks & payments | ✓Yes40+ instant triggers incl. passport, EAD & travel history | ✓Yes |
| Zapier actions (create cases, contacts, tasks, files) | ✓Yes13 actions + contact search | ✓Yes |
| External / open API | ✓YesExternal API access (Enterprise plan) | ✓Yes |
| n8n workflows & AI agents on your data | ✓YesBuild n8n automations and AI agents via the External API | Not listed |
| Slack / Microsoft Teams notifications | Via Zapier / n8nNew leads, completed checklists, payments & more | Via Zapier / n8n |
| Direct Clio & PracticePanther integrations | ✓YesClio two-way sync + “Save to Clio”; PracticePanther import. Pairs great with both | —Pairs with Prima.Law (Clio App Directory) |
| Security | ||
| Security certifications & encryption | ✓YesCASA Tier 2 audited & validated; all data encrypted with 256-bit encryption at rest and in transit; web application firewall; U.S.-only data centers; 2FA | ✓YesSOC 2 Type II; AES-256, TLS 1.2+ |
| Support & onboarding | ||
| Data migration | ◐LimitedClio & PracticePanther imports; ask about others | ✓YesFree |
| Training included | ✓YesFree onboarding training + training courses | ✓Yes |
| Support channels | Phone, email, live chat, Maya AI assistant | 24/5 phone, chat, email |
Clio Manage is owned by Clio (Themis Solutions Inc.). It’s a good fit for: general practice firms that need broad practice management across many practice areas.
Prima.Law integrates directly with both. Run your firm in Clio or PracticePanther and do your immigration work in Prima: no double entry, no switching costs.
Prima.Law’s Zapier app has 40+ instant triggers (cases, tasks, notes, calls, calendar events, payments, and immigration profile data like passports, EADs and travel history) plus 13 actions, and it works on Zapier’s free plan. Firms on the Prima.Law Enterprise plan’s External API can build n8n workflows, custom apps and AI agents that work directly with their Prima data.
A website form, Facebook Lead Ad or Calendly booking creates a Prima lead or contact, opens a case of the right type, and assigns an intake task.
When a case is created, DocuSign, Dropbox Sign or PandaDoc sends the retainer. The signed PDF is uploaded back to the case automatically.
Every Prima payment transaction posts to QuickBooks Online; new contacts become QuickBooks customers.
Get notified the moment a lead arrives, a checklist is completed, a task is assigned or a payment comes in.
Tag clients (e.g. “TPS” or “H-1B renewal”) and sync them to a Mailchimp or Constant Contact audience for newsletters and announcements.
When a passport, EAD or advance parole record is added or updated, create a follow-up task or calendar reminder.
RingCentral, Dialpad or Aircall calls are logged to the right contact in Prima automatically.
Stream new cases, tasks and payments into Google Sheets or Airtable for firm-wide reporting.
Use the External API with n8n to build AI agents that triage new leads, extract data from documents or draft tasks and notes in Prima.
Keep Prima in sync with your firm's CRM, data warehouse or BI tool, or build a custom client-update app.
Clio Manage doesn't include a USCIS form library. Clio Draft (a paid add-on) offers some court and immigration forms, and Clio points immigration firms to integrations like Prima.Law.
Yes. Prima is listed in Clio's App Directory. You can import Clio contacts and matters, enable two-way sync of contacts, matters, tasks and notes, and save completed forms back to Clio.
If immigration is your main practice, Prima can replace Clio: it includes billing, trust accounting, payments, calendaring and email integration alongside its immigration tools. If you run a multi-practice firm, many firms keep Clio and connect Prima for immigration work.
Yes. Start a free 15-day trial with full access, and our team provides free onboarding training.
Trusted by hundreds of immigration lawyers. Try every feature free for 15 days.
Comparison based on publicly available information from each vendor’s website, pricing page, help documentation and public review sites, reviewed in October 2026. Features and prices change often; please confirm details with each vendor. 8am DocketWise, Mitratech INSZoom, Equifax Immigration Case Management, eimmigration by Cerenade, Clio Manage, Filevine, NEUTRINET by AILaw, CampLegal, BlueDot Immigration Software and other product names are trademarks of their respective owners. Prima.Law is not affiliated with or endorsed by these companies. Spot something out of date? Let us know and we’ll correct it.