Get a free demo

Every client detail and file, in one record

A single, structured client record — personal details, family, history and documents — so your whole team works from one source of truth.

Get a free demo
  • Built for IAA-licensed advisers
  • NZ · AU · CA · USA · EU
Client Info & Files dashboard
Capabilities

Everything Client Info & Files can do

One organised record per client, shared across your team.

Details, family, history and files in one place.

Consistent data across every client.

Link partners and dependants to the case.

One client record
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Structured fields
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Family & dependants
PS
Priya SharmaAuckland, NZ
86
InterestSkilled Migrant
CompanyFisher & Paykel
StatusReturn visitor

Encrypted document storage per client.

See every change and interaction over time.

Everyone sees the same up-to-date record.

Secure file store
IAA compliant
  • Full audit trail
  • Encrypted storage
  • Access controlled
Full history
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Team access
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Impact

Why it matters

The real business impact of Client Info & Files for immigration advisers.

01

One source of truth

No more scattered spreadsheets and drives.

02

Faster everything

Find any client detail in seconds.

03

Audit-ready

A complete, logged record for compliance.

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
Book Demo
ezymigrate.co.nz

Got a sec? 👋

26
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.

Client Info & Files
questions, answered

Get a free demo

Personal details, family and dependants, history and all documents.

Yes — encrypted storage with controlled access.

Yes. Partners and dependants link to the case.

Everyone works from the same live record.

Ready to see Client Info & Files in action?

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

Get a free demo