Building in public

The AI Operating System for Immigration Practices

Our 6–9 month product roadmap. Ten years of immigration software, rebuilt around AI agents, modern conversion tooling, and autonomous case processing.

Where we are today

A mature, mission-critical CRM — used daily for a decade.

10+Years in market
100sActive practices
Every dayUsed by advisers
Already built
Case management
Client portal
Trust accounting
Xero integration
File manager
School management
Reporting & dashboards
Multi-user practices
The opportunity

The OS is solid. The AI layer is the unlock.

Immigration practices live with five chronic problems. Each one is now solvable with modern AI, modern messaging, and the data we already hold in Ezymigrate.

1

Leads ghost the slow practice

After-hours, weekends, lunch — enquiries go cold before an adviser sees them.

2

Messaging is fragmented

WhatsApp, Messenger, email, SMS, web chat. Nothing is unified. Nothing is logged.

3

Follow-ups fall through

Document chases, expiry renewals, status updates — manual and inconsistent.

4

Case prep takes 15 hours

Reading documents, extracting data, organising files, drafting submissions, filling forms.

5

Advisers leave value on the table

Renewals, referrals, reviews, family-stream cases — rarely captured systematically.

Our roadmap

Four steps. Built in public.

Each step ships independently and creates value on day one — but together they form an integrated AI operating system.

01

AI Sales System & Messaging Unification

Capture every lead, every channel

Months 1–2
02

Automation Flows

Workflows + outbound + booking

Months 2–4
03

Ezymigrate Co-Pilot

AI embedded in every screen

Months 4–6
04

Agentic Case Processing

15 hours → 1 hour

Months 6–9
Step 01 · Months 1–2

AI Sales System & Messaging Unification

Capture, qualify and book every lead — across every channel clients actually use — threaded into one inbox per case.

AI chat widget

Embedded on adviser sites.

Voice AI

Web + inbound after-hours.

Video calls

Real-time, triggered from chat.

Visa qualification

Eligibility scored before booking.

Ezymigrate sync

Every lead a contact with context.

Multilingual

Top 5 source-country languages.

Unified inbox WhatsApp Messenger Instagram SMS Web chat Email
Step 02 · Months 2–4

Automation Flows in Ezymigrate

A native workflow engine orchestrating the platform you already use — cases, accounting, portal, file manager — plus outbound follow-ups and bookings.

New enquiry → qualified booking

Web/WhatsApp/voice in → qualified → calendar slot held.

Client onboarding

Welcome → engagement letter → doc checklist → first invoice.

Document chase sequence

Daily intelligent reminders until the file is complete.

Case milestone notifications

Lodgement, RFI, decision pushed to client portal + chat.

Visa expiry renewals

6 / 3 / 1 month touchpoints recover lapsed clients.

Post-approval referral + review

Captured at the happiest moment of the journey.

Step 03 · Months 4–6

Ezymigrate Co-Pilot

Co-Pilot lives on every Ezymigrate screen — jurisdiction-aware, case-aware and document-aware. It knows your practice, and the law.

Jurisdiction knowledge

INZ Instructions, AAT/IPT decisions, processing data — kept current.

Case-aware Q&A

Ask anything about the active case file. Answers cite the source.

Drafting workspace

Cover letters, PPI responses, AAT submissions — drafted from case data.

Document intelligence

Reads passports, qualifications and employment letters into structured fields.

Practice intelligence

Surfaces at-risk cases, expiring visas and stalled document collection.

Multilingual client interface

Client-facing Co-Pilot in 5+ languages, escalates to an adviser.

Step 04 · Months 6–9

Agentic Case Processing

The north star: an army of AI agents that build the case file — read documents, chase what’s missing, populate Ezymigrate and prepare the application for adviser review.

Today15hoursto prepare one case — reading documents, extracting data, organising files, drafting submissions and filling forms.
With Agentic Processing1houradviser review & approve. The agent does the rest — and you always submit.
  • Reads scanned documents
  • Builds the case file
  • Chases missing items
  • Drafts the submission
  • Pre-fills government forms (adviser submits)

AI form-filling — the agent that fills government forms

INZ and Immigration Australia don’t offer APIs. So we built around that — a vision-based agent that reads Ezymigrate, navigates the adviser’s authenticated portal session and fills forms field by field. The adviser reviews and submits. Always.

1

Trigger from case

Adviser clicks “prepare visa application” in Ezymigrate.

2

Pre-flight check

Agent flags missing or inconsistent fields for the adviser to fix.

3

Fill in browser

Agent enters data page-by-page in the adviser’s authenticated session.

4

Adviser reviews

Every section approved or corrected before the next page.

5

Adviser submits

The agent never clicks submit. Audit log saved to the case.

Runs on private, self-hosted LLMs.Your clients’ data stays inside our secure environment — never sent to third-party AI providers.
The timeline

6–9 months. Four steps. Shipping in public.

Months 1–2
01AI Sales System & Messaging Unification
Months 2–4
02Automation Flows
Months 4–6
03Ezymigrate Co-Pilot
Months 6–9
04Agentic Case Processing
Month 2 AI Sales System live · WhatsApp + Messenger inbox in production.
Month 4 Automation engine with 15 pre-built workflows shipped.
Month 6 Ezymigrate Co-Pilot case-aware across NZ + AU jurisdictions.
Month 9 Form-filling agent live for 5 highest-volume NZ visa categories.
Agency services

Services that wrap the platform.

For advisers who want their practice running on Ezymigrate without building it themselves. Productised, fixed-scope, fast turnaround.

Adviser websites

Compliant, conversion-optimised, with Knock Knock + Co-Pilot embedded.

Landing pages

Visa-pathway specific, with built-in eligibility quizzes.

Google Ads

Managed campaigns on high-intent visa keywords.

SEO & AEO

Ranked on Google. Cited by ChatGPT, Perplexity and AI Overviews.

The moat

Why no one else can ship this.

10 years of immigration-specific data

Normalised case data, document patterns and workflow models — across NZ and AU practices.

Regulatory trust we don’t have to earn

Existing clients renew because they already trust the platform with their licence.

Vertical AI, not horizontal AI bolted on

Co-Pilot is trained on Instructions, AAT decisions and adviser workflows. Generic CRMs can’t replicate it.

A live customer base to learn from

Hundreds of advisers as design partners. We ship, they validate, we improve weekly.

We’re building this in the open.

Updates ship weekly. The roadmap is live. Design partners get early access, a direct line to the team, and lifetime pricing.

Become a design partner