Stop doing data entry.
Immistack captures leads from your website, WhatsApp, and email, then automatically creates client profiles. No more copying details from PDFs to spreadsheets.
Smart Questionnaires
Build intake forms with conditional logic. If a client selects "Married", the form automatically asks for Spousal details. If they select "Single", it skips.
- Embed directly on your website
- Multi-language support
- Auto-save progress for clients
WhatsApp & Email Sync
Stop searching through your phone for client messages. Immistack syncs WhatsApp and Email conversations directly to the client's timeline.
Get Paid Faster, Your Way.
Invoices, stage payments and a payment-gated workflow: a matter cannot advance while an invoice is in arrears.
Settle However You Already Do
Take payment by bank transfer or terminal, then record it against the matter. Money in and money out are kept in separate columns and never summed together.
Staged Plans With a Real Gate
Upfront, instalment or stage-gated plans come from the config pack. When a plan says a stage is unpaid, the matter cannot advance past it — enforced by the workflow, not by a reminder.
Automated Installments
Set up "Stage Payments" (e.g., 50% on Intake, 50% on Lodgement). System auto-charges cards on due dates.