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.
- Built for IAA-licensed advisers
- NZ · AU · CA · USA · EU
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.
- Passport & travel history
- Qualifications assessed
- Police certificate — chasing
- Passport & travel history
- Qualifications assessed
- Police certificate — chasing
- 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.
- Passport & travel history
- Qualifications assessed
- Police certificate — chasing
Why it matters
The real business impact of Agreement Builder for immigration advisers.
Minutes, not hours
Agreements that took ages now take a few clicks.
Fewer errors
Merge fields remove copy-paste mistakes.
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.
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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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
Reach every lead, on every channel they use
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.
Get a free demo