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Keep a clear note on every case

Time-stamped file notes on every client and case — so advice, calls and decisions are recorded, searchable and IAA-ready.

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  • Built for IAA-licensed advisers
  • NZ · AU · CA · USA · EU
File Notes dashboard
Capabilities

Everything File Notes can do

A complete, defensible record of every interaction.

Every note dated and attributed automatically.

Notes live on the case, not in your head.

Capture calls and emails as notes.

Time-stamped notes
Skilled Migrant · Priya S.72%
3 of 5 documents received
  • Passport & travel history
  • Qualifications assessed
  • Police certificate — chasing
On the client file
Skilled Migrant · Priya S.72%
3 of 5 documents received
  • Passport & travel history
  • Qualifications assessed
  • Police certificate — chasing
Call & email logging
+64 21 555 0100AI answering…

Find any note across clients in seconds.

Everyone sees the full note history.

A complete record for compliance reviews.

Searchable
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Team-visible
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
IAA audit trail
IAA compliant
  • Full audit trail
  • Encrypted storage
  • Access controlled
Impact

Why it matters

The real business impact of File Notes for immigration advisers.

01

Nothing forgotten

Every conversation and decision is recorded.

02

Compliance confidence

A time-stamped trail for IAA reviews.

03

Seamless handovers

Any adviser can pick up a case fully briefed.

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.

File Notes
questions, answered

Get a free demo

Yes — dated and attributed automatically.

Yes. Capture them as notes on the file.

Yes — across all clients in seconds.

They form a complete, auditable trail.

Ready to see File Notes in action?

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

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