Features/Task Management
Project Management
Chaos, managed.
A dedicated Kanban board for immigration cases. Track every deadline, RFI, and expiry date without sticky notes.
To Do
Draft Submission
Due: Tomorrow
In Progress
Review Documents
Assignee: Sarah
Client Meeting
2:00 PM
Lodged
Partner Visa 820
Auto-checked VEVO
Critical Dates
Never miss a visa expiry or RFI deadline. System sends email/SMS reminders 90, 60, and 30 days out.
Workload Balancing
See which agents are overloaded. Re-assign cases in one click to balance the team's capacity.
Smart Triggers
Automatically create a "Lodgement" task when a client pays their invoice.