Track every visa application, end to end
A visual, standardised workflow that keeps your whole team aligned — from first enquiry to visa grant — with live progress tracking, document checklists and deadline alerts built in.
- Built for IAA-licensed advisers
- NZ · AU · CA · USA · EU
Everything Case Management can do
Built specifically for immigration advisers, every capability is designed to save time and reduce errors.
Visual completion percentages and task status at a glance for every single case.
All team members see the same case file — no duplicate emails, no crossed wires.
Standardised workflows designed to meet IAA requirements and reduce complaint risk.
- Full audit trail
- Encrypted storage
- Access controlled
See uploaded vs pending documents for every case in seconds — no chasing needed.
Automated key-date reminders ensure every case stays on track, every time.
A repeatable process so every adviser handles cases consistently, at any scale.
- Passport & travel history
- Qualifications assessed
- Police certificate — chasing
Why it matters
The real business impact of Case Management for immigration advisers.
Fewer IAA complaints
A standardised system eliminates the inconsistency that leads to complaints and compliance issues.
Faster case processing
Visual workflows cut coordination overhead and accelerate every file from enquiry to grant.
Complete audit trail
Every action is logged — giving you full transparency for compliance reviews and IAA inspections.
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.
Case Management
questions, answered
Get a free demo
Yes. Standardised workflows are designed to meet IAA requirements and every action is logged, giving you a complete audit trail for compliance reviews and inspections.
Absolutely. Everyone sees the same live case file — no duplicate emails, no crossed wires, and no version confusion.
Yes. You can see uploaded vs pending documents for every case in seconds, so nothing slips through and there is no chasing.
Automated key-date reminders alert you and your team before any deadline or visa expiry, keeping every case on track.
Yes. Visual completion percentages and task statuses show exactly where each file is — from first enquiry to visa grant.
Case Management supports NZ, AU, CA, USA and EU workflows across skilled, partner, work, student and more.
Ready to see Case Management in action?
Join hundreds of immigration advisers who run their practice on Ezymigrate.
Get a free demo