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Build client agreements in minutes

Create compliant service agreements and engagement letters from reusable templates, pre-filled with client and case data, ready to e-sign.

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  • Built for IAA-licensed advisers
  • NZ · AU · CA · USA · EU
Agreement Builder dashboard
Capabilities

Everything Agreement Builder can do

Professional, compliant agreements without the copy-paste.

Turn your standard agreements into fill-in templates.

Client and case details merge in automatically.

Start from clauses designed to meet IAA requirements.

Reusable templates
Skilled Migrant · Priya S.72%
3 of 5 documents received
  • Passport & travel history
  • Qualifications assessed
  • Police certificate — chasing
Auto-filled from the case
Skilled Migrant · Priya S.72%
3 of 5 documents received
  • Passport & travel history
  • Qualifications assessed
  • Police certificate — chasing
IAA-ready clauses
IAA compliant
  • Full audit trail
  • Encrypted storage
  • Access controlled

One click to send for legally-binding signature.

Keep a clear record of every agreement sent.

Signed agreements save straight to the case.

Send to e-sign
Service Agreement
Signed ✓Priya Sharma
Version history
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Filed to the client
Skilled Migrant · Priya S.72%
3 of 5 documents received
  • Passport & travel history
  • Qualifications assessed
  • Police certificate — chasing
Impact

Why it matters

The real business impact of Agreement Builder for immigration advisers.

01

Minutes, not hours

Agreements that took ages now take a few clicks.

02

Fewer errors

Merge fields remove copy-paste mistakes.

03

Always compliant

Standardised clauses reduce your complaint risk.

Now with Sales Automation built in

Capture every lead and follow up automatically — without leaving your CRM. Two new systems ship first, each delivering value on day one.

STEP 01

AI Sales System & Messaging Unification

Knock Knock comes fully embedded inside Ezymigrate — see who's on your site, capture every enquiry, and unify every channel in one inbox.

  • Identify and capture every website visitor
  • One unified inbox across web, SMS & email
  • AI sales agent engages leads instantly
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STEP 02

Automation Flows

A visual workflow builder native to Ezymigrate — triggers, actions, outbound and booking. Everything you'd use a separate tool for, now inside your CRM.

  • Drag-and-drop trigger-action workflows
  • Automated outbound follow-up sequences
  • Built-in booking and calendar handoff
Book Demo
New enquiryTrigger
Auto follow-upEmail & SMS sequence
Book a callCalendar handoff
Win more leads · Knock Knock, built in

Reach every lead, on every channel they use

Visitor IdentificationSee who’s on your site — names & intent. Intent ScoringLive 0–100 score per visitor. AI Chat AgentsEngage every visitor, 24/7. Inbound AI Call AgentsAI answers your phone line, 24/7. Outbound AI Call AgentsAI dials & qualifies your leads. Live Video CallsOne-click human takeover. WhatsApp AI AgentsQualify leads on WhatsApp. Lead ManagementCapture & route every enquiry.

Ezymigrate Co-Pilot embedded in every screen, and Agentic Case Processing — part of our 2026 AI roadmap.

Agreement Builder
questions, answered

Get a free demo

Yes — turn your existing agreements into reusable templates.

Yes. Client and case data merge in automatically.

Yes — send straight to legally-binding e-signature.

They file automatically to the client’s case.

Ready to see Agreement Builder in action?

Join hundreds of immigration advisers who run their practice on Ezymigrate.

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