Case Study: Effective Immigration Consulting achieves faster service delivery and serves more clients with Tallyfy

Online legal agency serves more clients by reducing service delivery time

Effective Immigration Consulting (EIC) is a nationally recognized online legal agency serving thousands of clients in Central America that provides web‑based immigration services. They faced scattered information, poor time management and a specific multi‑step stage that took several weeks to collect documents, complete forms and chase responses—constraints that limited capacity. After evaluating other BPM and CRM options, they chose Tallyfy to streamline operations and standardize processes.

Using Tallyfy’s workflow and process automation, EIC centralized documents, created reusable forms and conditional workflows, and enforced step‑by‑step sequences across teams. Tallyfy reduced the weeks‑long stage to under a week, improved decision‑making and employee productivity, enabled clearer client status communication and allowed EIC to serve more clients and process more applications.

Effective Immigration Consulting

Mario Alfaro

Manager, Business Strategist.