Features
A focused toolset for immigration and visa agencies — no bloat.
Case management
- Client cases with status, case type, and assigned agent
- Ordered case-step checklists visible to clients
- Meeting notes with per-note client visibility
Appointments
- Agency-defined event types with duration and color
- Appointment history and status tracking
- Clients see upcoming appointments in their portal
Documents & signatures
- Request specific documents from clients
- Two-way document uploads with agency-only or shared visibility
- E-signature workflow via third-party provider (DocuSign-ready)
White-label & multi-tenancy
- Each agency gets its own subdomain
- Custom logo, brand color, agency name on the client portal
- Roles: agency owner, agent, and client — with strict data isolation