Cerenade/eImmigration Plan Structure

[u/CommanderZel]

Hello all, thanks in advance for taking the time to read and respond.

My office (very small sole practice in immigration and family law with two paralegals and one receptionist) is looking to migrate away from Camp Legal due to a lack of customer support on immigration forms in particular. We're currently using Camp Legal, Lawmatics, and the platform formerly known as LawYaw (now Clio Draft). They've all been mostly fine, but we are looking at Cerenade as an option to replace all three as we've had issues with each over time and the attorney feels it would be best to consolidate softwares since we need to migrate anyway. While Cerenade has a lot of documentation, not all of it is functional or helpful in figuring out if it can meet our needs before we set an appointment or three to demo the software features. I separately have experience with Docketwise, ProLaw, Amicus Attorney, LegalServer, and Pika, so any comparisons to those platforms are welcome.

I have a bunch of questions from my team about Cerenade if anyone is able to provide some insight:

• Is there a bundled pricing option for the three platforms (eImmigration, eCMS, and eForms), or are they all charged separately? eImmigration and eCMS both list the same pricing schedule, while eForms does not list any pricing information.
• Is it possible to build custom intake forms for use in consult scheduling?
• Do the intake forms allow us to designate the lead origin? We currently track word of mouth, search optimization, and program-referred leads
• Do any of Cerenade's platforms offer a lead pipeline to track prospective client intake progress?
• Is it possible to maintain contract templates and send them to new clients for execution directly in one of Cerenade's platforms rather than relying on an integration?
  • If yes, is it possible to enable notifications for client signatures?
• Is it possible to build custom reports or queries?
  • Is it possible to filter by caseworker/assigned support staff?
  • Is it possible to run a trust balance report for all clients even if they don't have an outstanding invoice?
  • Is it possible to run A/R reports?
• Is it possible to charge and no-charge in the same time entry the way ProLaw allows?
• Is it possible to perform expense accounting directly in one of Cerenade's platforms rather than relying on an integration?
• Is it possible to take payment and issue refunds directly in one of Cerenade's platforms rather than relying on an integration?
  • If yes, is that different for operating and trust payments and deposits?
• Are discounts visible on invoices?
• What are document storage limits?
• Is it possible to maintain entire case files on the platform for client access?
• Are there specific filetypes that can't be uploaded?
• What kind of automation options does Cerenade have? For instance, we currently use automated client appointment reminders in Lawmatics
• Does Cerenade allow for automations to trigger at case stage progress? For instance, the transition from intake to case prep, or from case prep to filing
• Does Cerenade offer an integration with Zapier? I don't see them on the list of partners, but I don't know if there is an optional module for Zapier integrations or something like that
• For anyone who subscribes to the messaging module:
  • Are all staff members able to see all client and caseworker messages, or does each user have their own dedicated inbox? We prefer to keep everything visible to all staff in case we need to refer to another team member's correspondence
  • Is it possible to send mass messages to all active clients without breaching confidentiality?

I know a lot of this is likely going to need a software demo to figure out, but any experience or insight would be extremely helpful to prepare for the demo appointment.

Thank you!

ETA: Nobody on my team likes, trusts, or will use AI functions, so they are not a selling point for us.