Where work actually gets done.
The Staff Portal is optimized for high-velocity casework. Agents can switch between lead handling, document review, and visa drafting without ever leaving the interface.
1. Lead Handling
Don't let leads go cold. The Staff Portal aggregates inquiries from your website, WhatsApp, and email into a single "New Leads" pipeline.
- One-click "Convert to Client"
- Auto-assign to available agents
- Send fee quotes instantly
2. Case Processing
Move cases through a visual pipeline. From "Intake" to "Lodged" to "Finalized".
- Visual Kanban Boards
- Critical Date Reminders
- Email syncing to Case File
3. Document Requests
Stop chasing clients via email. Send secure upload links to the Client Portal in one click.
Review documents side-by-side with the case file without downloading. AI flags expiring passports or low-quality scans automatically.
Visa Drafting
✓ Address History verified (No gaps)
4. Visa Drafting
Map client data directly into government forms (Form 80, 1221, 956).
Generate submission letters using custom templates. Record every interaction in the "Compliance Notes" section for Safe Harbor protection.
- Auto-fill PDFs
- Digital Signatures (DocuSign)