
How Immigration Professionals Can Merge, Compress and Organise PDF Documents
Prepare client documents without moving between separate PDF websites. Merge, compress, split and organise files while keeping the finished copy with the case.
Read articleThe complete toolkit for registered migration agents in Australia.
A growing library of Australian migration PDF forms comes ready to use in AdviserAide. Every form is fillable online: your client opens a link, fills it in and signs it right from their phone. Nothing to download, print or scan. When a form changes, we update the AdviserAide version too.
Use the advanced form builder to collect client details your way. Build a questionnaire once, with conditional questions that adapt to each answer, and send it to your client with a link. Answers come back to the case, ready to review.
Have your own questionnaires? Send them over and we'll set them up for you, free of charge.
Build contract / client agreement templates once with smart placeholders. When you assign a contract to a case, client details are automatically filled in. Send for signature instantly, and clients can sign straight from their phone.
Connect your Gmail or Outlook account and AdviserAide files your email for you. When a client emails you, or you email them, the message and its attachments save to their case automatically. No forwarding, no copying and pasting.
Signed contracts, completed forms, and email attachments - all automatically saved and organised in the case profile. The case file builds itself as you work.
Never miss recording an important update. Key actions are automatically captured as notes: contracts signed, forms submitted, invoices sent. Your case history writes itself.
Combining files, shrinking them for an upload, pulling out pages or turning scans into one PDF used to mean a trip to another website. PDF Tools does it all from Case Documents or your Library, and saves the result as a new copy so your original stays untouched.
Manage your entire practice from list views. See all clients, track every case from draft to approval, and monitor invoices and payments. Filter, search, and take action without switching screens.
Get a complete overview of your immigration practice with real-time metrics. Track revenue, monitor case statuses, identify your most profitable visa categories, and stay on top of outstanding invoices - all from one dashboard.
From invoicing to team collaboration, AdviserAide has all the tools to run your immigration practice efficiently.
Create branded invoices, track payments in real-time, and send professional receipts automatically.
Request deposits with proforma invoices. Perfect for retainers and staged payments.
Automatic payment reminders at intervals you choose: 3, 7, 14, 21 days. Fully configurable.
Never miss a visa expiry or deadline. Set reminders for any date and get notified in advance.
Predefined checklists auto-added when cases are created. Assign to team members and track progress.
Built-in messaging for your team. Discuss cases and collaborate without cluttering email.
Add your own fields: text, dates, dropdowns, checkboxes. Use them as placeholders in contracts.
Toggle off features you don't need. Keep your interface clean and focused on what matters.
Save frequently used links in one place. Quick access to the immigration websites, forms and resources you use most.
Role-based permissions. Control who can view, edit, or manage clients, cases, and invoices.
See everything that happened on a case. Track who did what and when for full transparency.
Independently audited for security and privacy controls. Encrypted at rest and in transit.
Migration agents handle sensitive information every day. We built AdviserAide with security as the foundation.
"I love AdviserAide, and choosing it has been one of the best decisions I have made for my business. It is simple, intuitive and user-friendly, but what really sets it apart is the exceptional customer service. When we first joined, there were still a few features missing, but every suggestion we have raised has been listened to and implemented. The platform continues to evolve alongside the industry, which gives us real confidence in its future."
Jamee
Black Sands Immigration Consulting
New Zealand
"AdviserAide has made our case management more organised and efficient by helping us track client information, documents, tasks, and application progress in one place. What we value most is its user-friendly system, which supports better workflow management and consistent client service."
Keshiya
Yathra Immigration Consultancy
New Zealand
"AdviserAide is very nice and easy to use software and the team is always very helpful and standing by when we have any questions."
White Cloud Immigration
New Zealand
"AdviserAide has proven very useful for managing immigration applications and day to day work. It saves us a lot of admin time."
Jag
Immigration Matters
New Zealand
"We've been using AdviserAide for a while now and it has made managing our work much easier. What really makes it stand out is the team behind it. They listen to their customers and regularly improve the system based on feedback from immigration advisers. It's great to see them adding features that advisers have actually asked for. The team is also very helpful and quick to respond. We're really happy with AdviserAide and would definitely recommend it."
Bijendra
Prime Immigration Services Limited
New Zealand
"AdviserAide has made our business more efficient. The team has been really helpful, especially while we were getting everything set up. We asked them so many questions, but they were always patient and happy to help. They made the setup process much easier for us and were quick to respond whenever we needed help. We've had a really good experience with them so far."
Jack Immigration Consultants Limited
New Zealand
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Prepare client documents without moving between separate PDF websites. Merge, compress, split and organise files while keeping the finished copy with the case.
Read article
Import the agreement your organisation already uses, add reusable client and case placeholders, and send a secure link for signatures.
Read article
Connect Gmail or Outlook and keep relevant sent emails, replies and attachments alongside the other information connected to the correct client case.
Read articleWe started in 2024 with a simple goal: build software that saves immigration professionals time. With teams across the UK, North America, and APAC, we're here when you need us - building every feature alongside our users.
You get full access to all features for 3 months, completely free. No credit card required to start. Use the full platform, invite your team, and see if it's the right fit. If you decide AdviserAide isn't for you, simply cancel. No questions asked, no hidden fees.
Book a demo and see how AdviserAide fits the way registered migration agents work.
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