CRM Built for
Immigration Advisers, Attorneys, Migration Agents, Lawyers, and Consultants
The complete toolkit for immigration professionals, worldwide.
Case management, secure document storage, automated notes, smart reminders, professional invoicing, digital forms, e-signatures, client agreements, and built-in email - all designed to save you up to 60% of your time on every case.
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Student Visa
Visa GrantedCase #CS00096 • Sarah Johnson
Documents That Stay
With the Case
Signed contracts, completed forms, and email attachments - all automatically saved and organised in case profile. The case file builds itself as you work.
- Signed client agreements → Saved as PDF automatically
- Forms filled by clients → Saved as PDF automatically
- Incoming emails → Converted to PDF automatically
- Email attachments → Saved to case documents automatically
- Preview PDF and Word documents → No download required
- Download entire case → One ZIP file
Every Client Interaction, Automatically Logged
Never miss recording an important update. Key actions are automatically captured as notes — contracts signed, forms submitted, invoices sent. Your case history writes itself.
- Client signs agreement → Note created automatically
- Form submitted by client → Note with timestamp added
- Invoice sent → Automatically recorded in notes
- Payment received → Receipt note added automatically
- Emails sent from AdviserAide → Automatically logged as notes
Case Notes
Keep track of case updates and client interactions
Client Sarah signed the Client Agreement on 21 Nov 2025 at 2:38 PM. A PDF has been added to the case documents and emailed to the client.
Client Sarah submitted the Student Visa Questionnaire form on 21 Nov 2025 at 2:30 PM. A PDF copy has been added to the case documents.
Checked case eligibility - client meets all requirements for Student Visa category. Proceeding with application preparation.
Authority to Act Form
Last saved at 2 Dec 2025 8:35 pm
PDF Form Fields
Drag and drop onto PDF
Client Fields
Admin Fields
Authority to Act
Immigration Form
Form Details
PDF Forms, Fillable & Signable Online
Official immigration forms are hard to sign and fill digitally. With AdviserAide, upload any PDF, drag and drop signature fields or text fields, and send it to clients to sign and fill on their phone. No printing, no scanning.
Plus, build custom questionnaires with our advanced form builder — conditional logic, file uploads, and more.
- Digitize PDF forms instantly with drag-and-drop field tools
- Let clients sign on any device—zero printing or scanning
- Completed PDFs are stored automatically in case documents
- Turn official immigration forms into online fillable forms
- Design powerful custom questionnaires in minutes
- Personalize every form with conditional logic
Contracts Sent in Under a Minute
Build contract templates once with smart placeholders. When you assign a contract to a case, client details are automatically filled in. Send for signature instantly - most clients sign on their phone within minutes.
- Create unlimited contract templates with smart placeholders
- Import your existing Word documents and transform them into reusable templates
- Placeholders populate automatically once the contract is assigned to a case.
- Send contracts for e-signature in under a minute
- Clients can sign on any device, with 99% signing on mobile
- Signed contracts are automatically saved as PDFs to the case documents
Immigration Services Agreement
This agreement is made on {{CurrentDate}}
Between: {{OrganisationName}}
And: {{ClientFirstName}} {{ClientLastName}}
Client Signature:
Date: {{ContractSignedDate}}
Placeholder Fields
Click to insert into contract
General
Client
Organisation
Re: Student Visa Documents
Fwd: Invoice INV00143...
Re: Work Visa Application
Question about fees
Write your message...
Emails That Stay With the Case
Send and receive emails directly from the case profile. Each case has its own email address. When clients reply, you receive it in your email (Gmail, Outlook, etc.) AND it automatically saves to the case.
- Send and receive emails directly from the case profile
- Client replies arrive in your email AND save to the case automatically
- Share forms and contracts directly from the compose window
- Attach case documents to email with one click
- Use email templates with placeholders for common messages
- Full email history stays with the case forever
Organised Lists for Cases, Clients & Invoices
Manage your entire practice from powerful list views. See all clients, track every case from draft to approval, and monitor invoices and payments. Filter, search, and take action without switching screens.
- See all clients, cases, and invoices at a glance
- Filter and search to find what you need instantly
- Track case status from Draft to Approved
- Monitor invoice payments and chase overdue amounts
- Quick-create clients, cases, or invoices from any screen
Cases
Track all cases from draft to approval
Dashboard
Overview of your business metrics and performance
16
18
32
$1,167
Current
$141
1-15 days
$2,301
16-30 days
$0
31-45 days
$0
>45 days
$10,833
Your Business, At a Glance
Get a complete overview of your immigration practice with real-time metrics. Track revenue, monitor case statuses, identify your most profitable visa categories, and stay on top of outstanding invoices - all from one powerful dashboard.
- See total clients, cases, and invoices at a glance
- Track monthly recurring revenue with visual charts
- Identify top earning visa categories for marketing
- Monitor top paying clients and outstanding balances
- Filter all metrics by custom date ranges
- Spot overdue invoices and contracts awaiting signature
Plus Everything Else You Need
From invoicing to team collaboration, AdviserAide has all the tools to run your immigration practice efficiently.
Professional Invoicing
Create branded invoices, track payments in real-time, and send professional receipts automatically.
Advance Payments
Request deposits with proforma invoices. Perfect for retainers and staged payments.
Invoice Reminders
Automatic payment reminders at intervals you choose — 3, 7, 14, 21 days. Fully configurable.
Case Reminders
Never miss a visa expiry or deadline. Set reminders for any date and get notified in advance.
Case Tasks
Predefined checklists auto-added when cases are created. Assign to team members and track progress.
Team Chat
Built-in messaging for your team. Discuss cases and collaborate without cluttering email.
Custom Fields
Add your own fields — text, dates, dropdowns, checkboxes. Use them as placeholders in contracts.
Feature Toggles
Toggle off features you don't need. Keep your interface clean and focused on what matters.
Shortcuts
Save frequently used links in one place. Quick access to INZ pages, forms, and resources.
Team Management
Role-based permissions. Control who can view, edit, or manage clients, cases, and invoices.
Activity Timeline
See everything that happened on a case. Track who did what and when for full transparency.
SOC 2 Certified
Enterprise-grade security. SOC 2 certified, encrypted at rest and in transit.
Your Data, Protected
Immigration advisers handle sensitive information every day. We built AdviserAide with security as the foundation.
SOC 2 Certified
- Independently audited security controls
- Continuous compliance monitoring
Bank-Level Encryption
- AES-256 encryption at rest
- TLS 1.2+ encryption in transit
- Industry-standard cryptography trusted by financial institutions
Australian Data Hosting
- Hosted on Azure and AWS in Australia
- Customer data remains within Australia
- Built-in geographic redundancy
Encrypted Backups & Recovery
- Automatic daily encrypted backups
- 30-day backup retention
- Fast, reliable data recovery
Data Isolation & Access Control
- Data is logically isolated per organization
- Tenant-level authorization enforced across the platform
- Only authorized users within your organization can access your data
Simple, Straightforward Pricing
One Plan. Everything Included.
- Everyone gets the full platform
- All features included from day one
- No contracts — cancel anytime
- 3 months free to make sure it's right
Pricing based on your team size. No hidden fees.
Request a QuoteEverything you get:
- Unlimited clients and cases
- Document management
- Case notes with automation
- Built-in email per case
- Digital contracts & e-signatures
- PDF form digitisation
- Advanced form builder
- Professional invoicing
- Advance payments
- Smart reminders
- Business dashboard
- Team collaboration
- Custom fields
- SOC 2 certified security
Questions? Get in touch — we're happy to help.
A Bit About Us
We started in 2024 with a simple goal: build software that saves immigration professionals time. With teams across the UK, North America, and APAC, we're here when you need us - building every feature alongside our users.
Frequently Asked Questions
Evaluate AdviserAide for your practice
Book a demo and see how AdviserAide can transform your immigration practice.
Have questions first? Send us a message