
Everything an agency runs on, in one licence.
There are no add-on modules to buy per feature. Every plan ships with communications, documents, accounts, the client portal and the mobile app. The plan you pick decides which practice areas unlock.
Service agreements signed digitally, by email or client portal
No printing, no scanning, no booking the client in to sign a page. Send an agreement by email or through the portal, watch where it is up to, and the executed copy files itself against the client.
- Service agreement and letter templates
- Custom visa and admission agreements
- Letters carry a QR code so anyone can verify them
Live numbers per person, per branch, per practice
Revenue, case completion and team productivity update as work happens, so nobody spends half a day building a report before a management meeting. Managers see their branch, directors see everything.
- Per-module and org-wide KPI dashboards
- Branch, country and global manager views
- Financial reports and commission tracking
Attendance and hours without a second system
Staff check in from web or mobile, hours accumulate against the day, and payroll gets an export instead of a chase. Available as an add-on on every plan.
- Org-wide attendance oversight for managers
- Exportable reports for payroll
- Works from the mobile app in the field
Targets people can actually see themselves against
Set targets for case completions, leads or any metric you track, then let the dashboard do the reminding. Progress is visible to the person and to their manager, side by side with the rest of the team.
- Points, activity log and overdue targets
- Custom KPI definitions on Enterprise
- Notification rules engine for reminders
Services and processing steps that match how you work
Build each service with its own steps, checklists and document requirements, per visa type or jurisdiction. New matters open with the right folders, the right checklist and the right access already applied.
- Workflow builder with custom checklists
- Auto folder generation with integrated drive
- Access levels applied by role, automatically
The full capability list
Included on every plan unless marked. Migration items require the Migration or Complete plan.
- Lead management
- Application management
- Institute & course catalog
- Visa management flow
- Multi-applicant case handling
- Document & evidence checklists
- Pending document reminders
- Case / file notes
- Meeting management
- Follow-ups & reminders
- Form 956 & 956A generation
- Visa expiry monitoring
- Skill assessments
- LMT tracker & report
- Statement of service
- PR point calculator
- Visa draft generator
- Prefilled visa types with VAC
- Prefilled occupation list
- Service agreements
- Email send & receive + calendar
- SMS & WhatsApp
- Phone system (Australia only)
- Accounts & invoices
- Xero / MYOB sync
- Financial reports & commissions
- Marketing campaign tools
- Complaints & feedback
- Spreadsheet import / export
- Credential management
- Client portal
- Web & mobile app
- Auto folder generation + drive
- Cloud storage sync
- Workflow builder
- Notification rules engine
- Task management
- Email drafting assistance
- Note summaries
- Auto access level management