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.
Case #CS00096 • Sarah Johnson
Signed contracts, completed forms, and email attachments - all automatically saved and organised in case profile. The case file builds itself as you work.
Never miss recording an important update. Key actions are automatically captured as notes — contracts signed, forms submitted, invoices sent. Your case history writes itself.
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.
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
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.
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.
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...
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.
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.
Track all cases from draft to approval
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
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.
From invoicing to team collaboration, AdviserAide has all the tools to run your immigration practice efficiently.
Create branded invoices, track payments in real-time, and send professional receipts automatically.
Request deposits with proforma invoices. Perfect for retainers and staged payments.
Automatic payment reminders at intervals you choose — 3, 7, 14, 21 days. Fully configurable.
Never miss a visa expiry or deadline. Set reminders for any date and get notified in advance.
Predefined checklists auto-added when cases are created. Assign to team members and track progress.
Built-in messaging for your team. Discuss cases and collaborate without cluttering email.
Add your own fields — text, dates, dropdowns, checkboxes. Use them as placeholders in contracts.
Toggle off features you don't need. Keep your interface clean and focused on what matters.
Save frequently used links in one place. Quick access to INZ pages, forms, and resources.
Role-based permissions. Control who can view, edit, or manage clients, cases, and invoices.
See everything that happened on a case. Track who did what and when for full transparency.
Independently audited for security and privacy controls. Encrypted at rest and in transit.
Immigration advisers handle sensitive information every day. We built AdviserAide with security as the foundation.
Pricing based on your team size. No hidden fees.
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Practical immigration insights, new features, improvements, and announcements in one place.
A practical inspection-readiness routine for keeping agreements, notes, emails, documents, forms, contracts, invoices, tasks, and reminders reviewable before pressure arrives.
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A practical checklist for keeping agreements, communications, invoices, documents, forms, contracts, and case notes together in one reliable case record.
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Why important case emails, replies, forwards, attachments, and invoice communication should stay connected to the matter they belong to.
Read articleWe 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.
Book a demo and see how AdviserAide can transform your immigration practice.
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