Case pipeline
Every case visible by stage — document collection, filing, authority review, decision, permit issued — with the owner and next action.
CORE MODULE · IMMIGRATION & COMPLIANCE
Immigration & Compliance
Every visa, work permit and residence case tracked by stage, with the documents collected through secure links, the government milestones logged, and alerts before any permit or passport expires — for the assignee and every family member.
Case pipeline by stage
Document checklists
Government milestones
Automatic expiry alerts
Who runs this every day
If your team recognises itself here, this module is the right starting point.
Immigration practices and legal advisers handling corporate work permits
Global mobility providers filing on behalf of corporate clients
Relocation companies bundling permits with destination services
In-house mobility teams tracking assignee compliance
Consultancies managing dependants, renewals and deregistrations
Anyone currently tracking permit deadlines in a spreadsheet
Sales, adapted to selling a case
An immigration sale hinges on nationality, permit category and eligibility — plus fees you do not control.
- 01
Check eligibility
Nationality, current status, role and salary, qualifications, family members and intended start date scoped before any promise is made.
- 02
Define the case type
Visa class, work and residence permit category, renewals, dependants and any registration or deregistration steps required.
- 03
Quote fees transparently
Your professional fee, government and consular charges, translations, apostilles and courier costs each listed with their own cost and markup.
- 04
Confirm and open the case
The client accepts, the case opens with its checklist and deadlines, and the document requests go out immediately.
Operations: deadlines you cannot miss
The case moves through stages; the system watches the clock so your paralegals do not have to.
Document collection
Checklists per case type, secure upload links for the assignee, and reading of passports and permits so files arrive pre-filled.
Authority milestones
Submission dates, reference numbers, appointments and decisions recorded against the case as an auditable history.
Expiry alerts
Passports, permits, residence cards and renewals counted down, with tasks created before the deadline becomes a problem.
Add-ons that extend this module
Switch them on only when your operation actually needs them.
Case extension
Translations, apostilles & couriers
The third-party steps that quietly delay cases, tracked and costed like everything else.
- Translation and legalisation tasks with vendor and due date
- Apostille tracking per document
- Courier and consular appointment logistics
- Vendor costs billed on the same case invoice
Corporate extension
Compliance reporting
What corporate clients and auditors ask for, produced from the cases you already run.
- Status of every assignee's right to work
- Upcoming expiries across the client's population
- Audit trail of filings, decisions and document versions
- Exports for HR, payroll and internal audit
Inside the module
The detail your coordinators, field teams and managers work with every day.
Case setup
- Case types with their own stages
- Eligibility and category recorded
- Dependants linked to the main applicant
- Start date and lead time planning
- Fee structure per case type
Documents
- Checklist driven by case type
- Secure upload links for the assignee
- Data read from passports, permits and leases
- Version history on every document
- Missing-document chasing built in
Filings & authorities
- Submission and reference logging
- Appointment scheduling
- Decision and permit issue recording
- Renewal cases opened from the original
- Deregistration and exit steps
Deadlines
- Countdown on every expiring document
- Automatic task creation before expiry
- Escalation to the case owner
- Client-visible upcoming deadlines
- No silent lapses
Client experience
- Assignee portal with what is needed next
- HR portal with case status per employee
- Clear explanation of each stage
- Notifications on progress
- Documents downloadable when issued
Control
- Role-based access to sensitive personal data
- Company separation for each client
- Full change history per case
- Retention with a trail, not deletion
- Permission ranks for cancelling and deleting
What changes for your team
Outcomes, not features.
- No permit or passport expires unnoticed
- Assignees stop emailing documents into a shared inbox
- Government fees are recovered instead of absorbed
- Case status answers itself for HR and the assignee
- Renewals are opened early, not discovered late
- Audits are answered from the record, not from memory
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