An immigration law firm in Spain needs seven things from its software: case files organised by procedure type, a document checklist, a client portal, translation, deadline tracking, form generation and VeriFactu-compliant invoicing. Everything else is nice to have, but it is not what decides whether the tool works for you. This is the list I would compare against, and what changes depending on your volume.
1. Case files organised by procedure type
An arraigo social does not require the same paperwork as a family reunification or a renewal. If the software makes you build each procedure from scratch, you are doing the vendor's job. Ask whether Spanish immigration procedures come predefined or whether it is a blank template.
2. A document checklist per file
This is the feature used most often during the day and shown least often in demos. Seeing at a glance what is missing from each file is what prevents the "we still need your padrón certificate" call three days before the appointment.
What matters is not that a list exists. It is that it updates itself when the client uploads something.
3. A client portal
If your client can log in and see where things stand, they stop calling to ask. It sounds minor and it is probably the biggest time saving on the whole list.
Count how many times this week somebody in your team types "we are still waiting for a decision". Every one of those is an interruption, and interruptions are what stop files getting done.
4. Translation and multilingual access
This is what separates immigration software from generic legal software. Your client writes in English, Arabic, Chinese or French, and you need to read it in Spanish without an external translator or a relative acting as interpreter.
For a firm advising foreign nationals arriving in Spain, whether that is an American on a non-lucrative visa, a remote worker on the digital nomad route, or a family reuniting from abroad, this is the first item on the list rather than the fourth.
5. Deadline tracking and alerts
Card expiry, deadlines to remedy a filing, documents going stale. A calendar is not enough: the alert has to reach you without you going to look for it. A deadline you have to remember to check is a deadline you will eventually miss.
6. Form generation
The EX and MI forms are filled in with data already sitting in the file. Having the software generate them instead of retyping saves time and, more importantly, avoids the transcription error that gets an application rejected.
7. VeriFactu-compliant invoicing
Since Royal Decree 1007/2023, invoicing systems in Spain have to meet specific requirements. Firms operating as companies have a January 2027 date and self-employed professionals a July 2027 one. If your software does not handle it, your billing ends up somewhere else, and that means your data lives in two systems.
What changes at higher volume?
At twenty files almost anything works, including a well-kept spreadsheet. Past one or two hundred, three features stop being conveniences and become requirements.
Search that actually works. Finding a file by name, NIE or phone number in a second, without remembering which folder it was in.
Assignment and workload. Knowing who is handling what, especially with several people and somebody on holiday.
A view of what is urgent. Opening the system on Monday and seeing in ten seconds which files have a deadline this week, without reading the whole list.
And what looks good in the brochure but nobody opens?
Dashboards full of coloured charts, unless they answer a question you genuinely ask. Integrations with twenty tools you do not use. And AI assistants that draft generic documents: in immigration work the document is not the problem, the missing paperwork is.
My advice is to judge software by what it saves you on an ordinary Tuesday, not by the feature list on the website. Ask for a trial, put two of your own real files in, and count the clicks it takes to see what each one is missing.