The first conversation, already on file.
A public booking page with live availability and card payment. An intake form under your brand. Every enquiry becomes a lead in a Kanban you can actually read — with source, consultant and next step.
- Lead pipeline & Kanban
- Sources, routing & auto-assignment
- Consultation booking with payments
- Email reminders & confirmations
- Intake forms, QR & link capture
- Marketplace requests from prospective clients
Retainers that write themselves.
Agreements are generated from your templates with the client’s details already in place, signed on any device, and kept with the case. Client funds are tracked per file from the first payment.
- Template-based agreement generation
- Variables filled from case & client data
- Legally binding e-signatures
- Signed copy retention & version control
- Trust accounting per file
- Invoices, receipts & payment records
A checklist per programme, a portal per client.
The right document list appears for the programme and country. Clients upload from a branded portal, you review in place, expiries are watched, and every action is logged.
- Multi-language document checklists
- Branded client portal — progress, uploads, messages
- Passwordless client sign-in (one-time codes)
- Document expiry tracking & reminders
- Case notes, comments & audit log
- In-app messaging with your team
Government forms, pre-filled.
Forms are populated from data already on file, reviewed, and submitted. Cases move through stages with SLA timers, priority flags and automated alerts so nothing slips.
- Form pre-fill from the case file
- Stage-based workflow with custom milestones
- SLA timers & deadline tracking
- Priority flags & automated alerts
- Workflow rules & automations
- Capacity & leave management
Decisions, records, and what happens next.
Record the decision; the client is notified instantly. The file closes with a complete audit trail and a retention schedule. Reports show where your cases came from and how long each stage took.
- Client notifications on every status change
- Retention schedules & compliance exports
- Lead source & conversion funnel metrics
- Case volume & stage duration tracking
- Staff performance & revenue reports
- CSV export for every report
- Immigration consulting
- Visa & permits
- Study permits
- Work permits
- Family sponsorship
- Citizenship
- Refugee claims
- Travel services