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Win the work

Enquiry to signed agreement
  • Lead management
  • Sales management
  • Deals and pipelines
  • Website linking
  • Client conversion
  • Digital signature
  • Agreement builder
  • Lead agents
  • Visitor identificationNew
  • Intent scoringNew
  • AI chat agentsNew
  • Inbound AI callingNew
  • Outbound AI callingNew
  • Live video callsNew
  • Agentic qualificationSoon
  • Client acquisitionSoon

Talk to clients

Every channel, one file
  • Email and auto import
  • SMS messaging
  • Bulk mail
  • WhatsApp agentsNew
  • Messenger and InstagramNew
  • WeChat agentsNew
  • AI messagingNew
  • Video to file notesSoon
  • AI email writingSoon
  • Agentic email repliesSoon
  • Client updates agentSoon

Run the practice

The CRM foundation
  • Case management
  • Client info and files
  • Document management
  • File notes
  • Tasks and reminders
  • Employer management
  • Multiple visa countries
  • Multiple branching
  • Checklist reporting
All nine live today, and have been for years.

Do the case work

Fifteen hours to one
  • AI cover letters
  • Automation flowsNew
  • Automated workflowsNew
  • Agentic case managerSoon
  • Agentic documentsSoon
  • Information collectionSoon
  • Form fillingSoon
  • Central unified agentSoon

Get paid

And stay in control
  • Accounts and Xero
  • Time tracking
  • Dashboards and reports
  • Agentic invoicingSoon
  • Practice intelligenceSoon
23features live today, 26 more on the way
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EZYMIGRATE: FILE MANAGEMENT

EZYMIGRATE: BULK EMAIL

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Recent Posts

  • Why Immigration Firms Lose Clients Between Enquiry and Engagement (and How to Fix It)
  • Managing Compliance and Deadlines Across Multiple Countries Without the Chaos
  • How Immigration Advisers Can Qualify and Book More Consultations, Even Overnight, With AI
  • New Document Checklist Feature: Keep on Top of Uploaded and Pending Docs in Seconds
  • Benefits of Automating Client Onboarding

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