How it works

From first hello to visa granted — one connected system

Ezymigrate joins up the whole journey: AI agents win and qualify the work, your CRM converts and runs it, the case work processes itself, and getting paid just happens. Here’s how the pieces fit together.

01Agentic Lead Generation · Powered by Knock Knock AI

Capture & qualify every enquiry — automatically

An AI agent works your front desk around the clock. It answers inbound calls in a natural voice, makes outbound follow-up calls, and replies instantly on SMS, WhatsApp and web chat — qualifying each enquiry and booking consultations straight into your calendar.

  • AI voice agent answers & makes calls 24/7
  • Instant replies on SMS, WhatsApp & web chat
  • Qualifies intent and books consults for you
  • Every enquiry captured — nothing slips through
See lead generation
AI voice call
+64 21 555 0100AI answering…
312 enquiries answered · 0 missed
02CRM · Convert & onboard

Turn conversations into signed clients

Every call, message and lead lands in one unified inbox and a visual deal pipeline. Reply across WhatsApp, Instagram, WeChat, Messenger and email from a single screen, send a service agreement, and collect an e-signature — so leads become clients without the chase.

  • One inbox for every channel your clients use
  • Visual pipeline — no hot lead ever goes cold
  • Service agreements sent & e-signed in minutes
  • Client onboarded straight into a live case file
See client conversion
Client pipeline
New
Priya SharmaSkilled Migrant
Chen WeiWork visa
Docs
Amara OkaforPartner visa
Lodged
R. SinghResident
Agreement e-signed · 2 min
03CRM · Run the practice

One live workspace for your whole team

Client details, documents, file notes, dependants and employer records all live in one secure, audit-ready place. Automated tasks and key-date reminders keep every visa deadline and expiry on track — and your whole team works from the same live case file.

  • Client info, files & file notes in one place
  • Employer & dependant records linked to the case
  • Automated tasks & deadline reminders
  • IAA-ready audit trail on everything
See case management
Client profile & files
PS
Priya SharmaAuckland, NZ
86
InterestSkilled Migrant
CompanyFisher & Paykel
StatusReturn visitor
No key date missed
04Case Management + Agentic Case Processing

The case work does itself — you review & submit

Run NZ, AU, CA, USA & EU cases end to end with document checklists and workflows for every visa type. Then let the agents take the prep: they read scanned documents into structured fields, chase what’s missing, build the case file and pre-fill government forms — so 15 hours of manual prep becomes a one-hour review.

15hrsmanual prep today
1hryou review & submit
  • Document checklists & workflows per visa type
  • AI reads documents into structured case fields
  • Missing-item chaser completes the file for you
  • Drafts submissions & pre-fills government forms
See the AI roadmap
Document checklist
Skilled Migrant · Priya S.72%
3 of 5 documents received
  • Passport & travel history
  • Qualifications assessed
  • Police certificate — chasing
Case file built by Ezy AI
05Accounts · Get paid

Invoicing and trust accounting, handled

Raise invoices, take online payments and run trust accounting without leaving the case. A two-way Xero sync keeps your books straight with no double entry, while time tracking and live dashboards show exactly how the practice is performing.

  • Invoices & online payments from the case file
  • Two-way Xero sync — no double entry
  • Trust accounting & time tracking built in
  • Live dashboards on revenue and performance
See accounts & Xero
Invoice & payments
Invoice #1042$2,400.00
PaidSynced to Xero
Paid · synced to Xero
AI across every stage

Two AI layers, one platform

Agents run at the front and the back of your practice — winning the work, then doing the work — so your team spends its time on advice, not admin.

Knock Knock AIThe front office
  • Answers & makes AI voice calls
  • Replies on SMS, WhatsApp & chat
  • Qualifies leads & books consults
  • Follows up so nothing goes cold
Ezy AIThe back office
  • Reads documents into the case file
  • Chases missing items automatically
  • Drafts submissions & pre-fills forms
  • Runs on private, self-hosted LLMs

You stay in control — the agents prepare, you review and approve. Nothing is ever submitted without you.

Loved by 500+ advisers

See the whole journey on your own practice

Book a free demo

Capture more work

AI answers and qualifies every enquiry, day or night.

Convert & run it in one place

Inbox, pipeline, cases, documents and accounts unified.

Let the case work itself

Agents do the prep; you review, approve and submit.

Get paid without the admin

Invoicing, payments and Xero sync built right in.