Linking Family Members: Keep Track of Related Clients Across Multiple Cases
Immigration work often involves families. A partner visa means two clients. A family relocation might mean four or five. Keeping track of who's related to whom, and which cases belong to which family members, can quickly become a headache.
"Wait, is Sarah the spouse or the dependant? And which case is hers again?" Sound familiar?
The Messy Way
Without a way to link related clients, you end up with:
Separate Client Records
Each family member is a standalone record. There's no indication they're related to each other.
Mental Notes
You rely on memory to remember that John is married to Mary, and they have two kids on dependent visas.
Searching for Context
When a family member calls, you have to search through multiple records to piece together the full picture.
Spreadsheet Tracking
Some advisers maintain separate spreadsheets just to track family relationships. More admin work.
Disconnected records. Lost context. Wasted time searching.
The Connected Way: Client Relationships
With client relationships, you can link family members together and see the full picture at a glance:
Link Existing Clients
Connect any two clients with a relationship type: Spouse, Partner, Parent, Child, Sibling, or General.
Bidirectional Links
When you link John as Mary's spouse, Mary automatically shows as John's spouse. Both profiles are updated.
See Related Cases
From any client profile, view all cases belonging to linked family members. No switching between records.
Quick Navigation
Click on any linked client to view their profile in a popup, or open it in a new tab. One click to the full picture.
Connected records. Full context. Instant navigation.
Example: Partner Visa Application
Let's say you're handling a partner visa. You have two clients:
John Doe
Primary Applicant
Partner Work Visa application in progress
Jane Smith
Supporting Partner (NZ Citizen)
Linked as spouse to John
When you open John's profile, you immediately see Jane listed as his spouse, along with her case status. When Jane calls with a question, you can see John's application status without opening another tab.
Why Link Family Members?
Track Family Applications
Link spouses, children, parents, and other family members to see all related cases at a glance.
Bidirectional Linking
When you link two clients, both profiles are updated automatically. Navigate from either side.
View Related Cases
See all cases belonging to linked family members directly from the client profile, without switching between records.
Quick Navigation
Click on any linked client to view their full profile in a popup, or open in a new tab with one more click.
Search by Family
Find a client by searching for their spouse's name, child's name, or any linked contact. The search understands relationships.
Learn More
Ready to start linking your clients? Check out our step-by-step guide:
Client Relationships
Learn how to link existing clients together, define relationships, and navigate between related family members.
Ready to Connect Your Client Records?
See how easy it is to link family members and keep track of related cases. Try AdviserAide free for 3 months.
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