Some immigration platforms include billing and trust accounting on every plan, some sell it as a per-seat premium module, and some leave the money entirely to an outside processor. This answer maps the published gating on three rate cards as of August 2026, explains what a trust module actually has to produce under ABA Model Rule 1.15 and three state rules, and gives the questions to ask before the demo ends.
Almost every immigration platform that publishes a rate card bills by the seat, not by the case, and several say so in writing. Per-case and per-filing units still exist at the low end of the market and inside AI drafting tools, and the enterprise end publishes no unit at all. This answer maps the six units in use, explains how a "user" gets counted, and gives break-even math for a solo, a five-person firm, and a nonprofit program.
A rejected USCIS filing loses its filing date and cannot be appealed, which makes form automation the highest-stakes feature in an immigration platform. Nine tests, run live on your own data in a vendor demo, cover edition dates, agency coverage past USCIS, in-product instructions, auto-population, related-case packets, e-filing, update speed, blank forms, and the audit trail.
Two of the five immigration case management products checked on September 14, 2026 publish a price. eImmigration lists $55 to $110 per user per month and Docketwise $80 to $140, depending on tier and on whether the bill is annual or monthly. LollyLaw, INSZoom, and the Equifax Workforce Solutions immigration product publish nothing and quote on request, and one directory describes a per-matter fee instead of a seat license. Five seats work out to $3,300 to $8,400 a year on a published plan, before migration, extra storage, and gated modules.
Most legal tech vendors will discount for a nonprofit legal services program, but very few print the terms. A check of immigration and legal aid platforms in August 2026 found one immigration-specific vendor publishing a nonprofit percentage, several publishing no price at all, and legal aid specialists pricing by organization rather than by seat. The work that decides your budget is getting the percentage, the eligibility proof, the commitment length, the stacking rules, and the renewal rate into a written quote.
Clio Manage is a general practice platform, and Clio itself routes immigration form work to Clio Draft or to integrations with Docketwise and Prima.Law. That makes the real decision a stack question rather than a brand question: who owns USCIS form editions, related-case packets, priority-date chart selection, and filings that run through USCIS, DOL FLAG, and EOIR ECAS. This answer maps what each layer publishes, what the hybrid setup actually syncs, and how caseload mix changes the call.
An immigration file holds a Social Security number, a passport number, an A-Number, financial history and a sealed medical exam, so the confidentiality rule sets the security bar well above a vendor feature list. Eleven requirements, each paired with the proof to demand in writing, cover encryption, authentication, tenant isolation, audit logs, backups, independent testing, export rights and breach-notice terms. Includes what two vendors publish, and what an April 2026 vendor incident should change in a contract.
No. Form generation maps client data onto current agency forms, while matter management holds the case record, the receipts, and the dated obligations. Most immigration platforms sell both capabilities, and vendor pages cross the line in both directions, so a tier sheet tells you more than a category name. Electronic filing is a third capability again: USCIS names 25 forms and supplements on its online-filing page against 105 rows on its All Forms list, and the account that submits them is free.
