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See every checklist, across every case

Track document and task checklists across all your cases in one report — so you instantly see what is complete, pending or overdue.

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  • Built for IAA-licensed advisers
  • NZ · AU · CA · USA · EU
Checklist Reporting dashboard
Capabilities

Everything Checklist Reporting can do

Total visibility of what is done and what is outstanding.

Every case’s checklist status in one view.

See what is done and what is outstanding.

Spot stalled checklists before they slip.

Checklist overview
Skilled Migrant · Priya S.72%
3 of 5 documents received
  • Passport & travel history
  • Qualifications assessed
  • Police certificate — chasing
Complete vs pending
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Overdue flags
June 2026
MTWTFSS
12345678910111213141516171819202122232425262728
Visa expiry · R. Singh

Drill into any case’s checklist.

See checklists by adviser.

Share checklist reports in a click.

Per-case detail
Skilled Migrant · Priya S.72%
3 of 5 documents received
  • Passport & travel history
  • Qualifications assessed
  • Police certificate — chasing
Team workload
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Export reports
Client AnalyticsTotal 68
JulAugSepOctNovDecJan
Impact

Why it matters

The real business impact of Checklist Reporting for immigration advisers.

01

Nothing slips

See stalled checklists before they become problems.

02

Faster files

Chase exactly what is missing, nothing more.

03

Clear oversight

Know the status of every case at a glance.

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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ezymigrate.co.nz

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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.

Checklist Reporting
questions, answered

Get a free demo

Document and task checklists across all your cases.

Yes — overdue items are flagged.

Yes, into any case’s full checklist.

Yes. Share checklist reports in a click.

Ready to see Checklist Reporting in action?

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

Get a free demo