Collect, store and organise every client file
One secure home for every passport, qualification and form. Request documents, track what is in and what is missing, and keep every client file audit-ready — without the email back-and-forth.
- Built for IAA-licensed advisers
- NZ · AU · CA · USA · EU
Everything Document Management can do
Built specifically for immigration advisers, every capability is designed to save time and reduce errors.
Every client file is encrypted and stored in one place — passports, qualifications, references and forms, always at hand.
Send a branded checklist and let clients upload directly — no printing, scanning or chasing long email threads.
See uploaded versus pending documents for every case at a glance, so nothing slips through and there is no chasing.
- Full audit trail
- Encrypted storage
- Access controlled
- Passport & travel history
- Qualifications assessed
- Police certificate — chasing
- Passport & travel history
- Qualifications assessed
- Police certificate — chasing
Keep a clear trail of every file version and replacement, so you always know which document is current.
Get alerts before passports, visas and police certificates expire, so client documents never go stale.
Share files with clients or partners through controlled, permission-based links — never an unprotected attachment.
- Full audit trail
- Encrypted storage
- Access controlled
Why it matters
The real business impact of Document Management for immigration advisers.
No more lost documents
Every file lives in one organised place, so nothing is buried in inboxes or scattered across local drives.
Faster, cleaner submissions
Complete, well-organised files mean fewer requests for evidence and quicker lodgements with immigration authorities.
Audit-ready compliance
A complete document history gives you full traceability for IAA reviews and client disputes.
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.
Document Management
questions, answered
Get a free demo
You send a branded checklist link and clients upload directly from any device — no printing, scanning or long email threads.
Yes. Every file is encrypted and stored in one access-controlled vault, with permission-based sharing instead of unprotected email attachments.
Absolutely. Live checklists show uploaded versus pending documents for every case, so you always know what is missing.
Yes. You get automated alerts before passports, visas and police certificates expire, so files never go stale.
Version history keeps a clear trail of every replacement, so you always know which file is current and what changed.
Yes — through controlled, permission-based links that you can revoke at any time.
Ready to see Document Management in action?
Join hundreds of immigration advisers who run their practice on Ezymigrate.
Get a free demo