From first enquiry to closed file — clients, matters, deadlines, billing, and compliance in one secure platform. Built by an immigration barrister for immigration practitioners.
Built around the actual workflow of a NZ immigration practice — not adapted from a generic CRM.
Legal quotations with online acceptance, Standard Terms versioning, Written Confirmation workflow — every engagement auditable and on record.
Conflict checks, AML/CFT verification, immutable file notes, 7-year retention — all enforced by the system, not left to chance.
IPT appeal deadlines auto-calculated on every refusal. RFI/PPI tracking. ITA deadlines. Visa expiry monitoring. Nothing slips through.
8 proactive rules run every night — billing gaps, inactive matters, unassigned deadlines flagged before they become problems.
Per-matter and per-client document registers, expiry date tracking, naming conventions enforced. Every document, always findable.
IAA and NZLS credentials, 69 INZ matter types, SMC median wage rate table, partnership visa pathway — by practitioners who know the work.
Every step of the engagement lifecycle, in the right order, with the right safeguards.
They submit the intake form. A Client record is created instantly. You run the conflict check, then generate a legal quotation from a template in minutes.
They receive a secure link, read the Standard Terms, tick 11 acknowledgements, and sign with their name. You confirm — the matter opens automatically.
Documents tracked, deadlines on the calendar, file notes immutable, pipeline visible. RFI arrives — variation quotation issued before work starts.
Closure checklist enforced. File retained 7 years. Destruction date on the calendar. Complete audit trail, forever.
One firm, one site, your data isolated and secure. 14-day free trial, no credit card required.
For sole practitioners getting started.
For growing practices that need everything.
For firms with multiple advisers.
14-day free trial. No credit card required. Your own isolated site, up and running in minutes.