IAD serves more than 18,000 Latino families across the United States from a team of 160 legal assistants. PMI digitized their entire billing and collections ecosystem — delivering multi-channel payments, ERP sync, and real-time visibility.
Inmigración al Día (IAD) is a legal advisory firm focused on the Hispanic community in the United States. With a team of 160 legal assistants, IAD has successfully supported more than 18,000 Latino families seeking to work and establish themselves in the U.S.
Through PMI's solution, IAD digitized the collection of fees for its immigration services — resulting in a more efficient, secure process with greater visibility for both their team and their clients.
IAD wanted to reorganize and digitize its invoicing and collections system, establish effective controls for monitoring payments, and expand payment options for its diverse and sizable client base.
The key challenges were:
After a detailed analysis of IAD's internal billing and collections systems, PMI delivered a comprehensive solution that addressed both operational challenges and industry-wide issues — including inter-departmental sync and effective payment monitoring for a highly diverse client base.
The solution incorporated suggestions from more than 100 sales and accounting team members, resulting in an agile, easy-to-use invoicing platform. On the collections side, PMI deployed its network of providers to offer multiple payment channels.
PMI implemented a comprehensive solution that diversified payment methods and automated financial processes. This included:
Process automation improved both internal efficiency and the end-client experience. Personalized payment plans, automatically included in invoices, provided a more transparent and straightforward experience for clients — encouraging timely payments.
The ability to offer payment links via email or phone facilitated access to multiple payment platforms, making the experience frictionless for IAD's diverse customer base.
PMI's implementation at IAD not only diversified available payment methods but also simplified the customer experience, optimized financial data management, and strengthened the connection between the collections and sales departments.
The centralization of information and the automation of processes significantly contributed to operational efficiency and comprehensive control over payments and receivables.
When your mission is to be more agile and competitive in local and global markets, you need a team that backs your vision. PMI will help you develop payment strategies to achieve your business objectives and exceed your clients' expectations.
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Inmigración al Día (IAD) — Legal advisory services for the US Hispanic community.
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