Everything You Need to Run Your Practice
Built from real immigration adviser workflows. Every feature designed to save you time, keep you organised, and help you deliver better service to your clients.
Our Key Differentiator
Multiple Cases Per Client
Unlike other CRMs that force you to dump everything into one client profile, AdviserAide lets you create separate cases for each visa application. Work visa documents stay with the work visa case. Residence application notes stay with the residence case.
- Separate documents, notes, and emails per case
- Track each application status independently
- Bill clients per case with separate invoices
- Never mix up client files again
Mandeep K
3 active cases
Inspired by Google Drive
Smart Document Management
We studied how people actually use OneDrive and Google Drive, then built a document system that works the same way. Create folders, drag and drop files, and find anything in seconds.
- Create unlimited folders and subfolders
- Drag and drop file uploads
- See who uploaded what and when
- Share specific files with clients
- Full-text search across all documents
Emails That Stay With Cases
Built-in Email Integration
Send emails directly from within a case and client replies automatically appear in that case. No more hunting through your inbox. Each case gets its own unique email address, so you can even forward emails from other inboxes.
- Send emails from within any case
- Each case has its own email address
- Replies automatically filed correctly
- Forward external emails to any case
- Inbox, Sent, and Draft folders
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Professional Agreements Made Easy
Digital Contracts & E-Signatures
Create contract templates, customize them for each client, and send a link for e-signature. Clients can sign on any device—phone, tablet, or computer. Track signature status and get complete audit trails.
- Create reusable contract templates
- Send signature links via email
- Clients sign on any device
- Track: Sent for Signature → Signed
- Complete audit trail with timestamps
Feature preview
No More Printing & Scanning
PDF Form Digitisation
Upload any PDF form (like NZQA or INZ forms), drag and drop text fields to make it fillable, then send your clients a link. They fill it out online on any device, and you get a completed PDF back instantly.
- Upload any existing PDF form
- Drag and drop to add form fields
- Text fields, checkboxes, signatures
- Clients fill on phone or computer
- Get completed PDFs instantly
Feature preview
Custom Data Collection
Advanced Form Builder
Build custom online forms with our drag-and-drop form builder. Add text fields, dropdowns, file uploads, and even conditional logic. Perfect for client onboarding questionnaires and data collection.
- Drag and drop form builder
- Multiple question types
- Conditional logic (show/hide fields)
- File attachment support
- Track completion progress
Feature preview
Get Paid Faster
Professional Invoicing
Create branded invoices for each case, track payments, send automatic reminders for overdue invoices, and manage advance payments. See all your invoices in one dashboard with status filters.
- Create invoices per case
- Track Paid, Overdue, and Draft
- Automatic payment reminders
- Advance payment management
- Invoice list with filters
| INV00140 | $1,000 | Paid |
| INV00126 | $14,169 | Paid |
| INV00109 | $1,000 | Overdue |
Never Lose Track
Case Notes
Keep detailed notes for each case. Track conversations, decisions, and progress in one organised timeline. Use note templates for common entries, and export notes to PDF when needed.
- Detailed notes per case
- Organised timeline view
- Note templates for common entries
- System-generated notes (form submissions)
- Export to PDF
Feature preview
Never Miss a Deadline
Smart Reminders
Set reminders for visa expiries, document submission deadlines, RFI responses, and follow-up calls. See upcoming and completed reminders in one view.
- Set reminders for any date
- Multiple reminder notifications
- Upcoming vs completed view
- Link reminders to cases
- Email notifications
Feature preview
Know Your Numbers
Business Dashboard
See your business at a glance. Track revenue, case categories, top-paying clients, and trends over time. Make data-driven decisions about your practice.
- Total clients, cases, invoices
- Monthly recurring revenue chart
- Top earning case categories
- Top paying clients
- Trend analysis over time
Feature preview
Work Together
Team Collaboration
Add team members with role-based permissions. Assign cases to specific advisers, and everyone sees exactly what they need to see—nothing more, nothing less.
- Add unlimited team members
- Role-based permissions
- Assign cases to advisers
- Track who did what
- Shared document library
Feature preview
Internal Messaging
Team Chat
Built-in messaging for your team. Discuss cases, ask questions, and collaborate without switching to email or WhatsApp. Keep work conversations in one place.
- Direct messages between team
- Share files in chat
- Keep work separate from personal
- No need for external apps
Feature preview
And Much More
Everything else you need to run a professional practice.
Bank-Level Security
AES-256 encryption, SOC 2 compliant data centers, and two-factor authentication.
Shortcuts
Save frequently used links (Immigration NZ, forms) in one accessible place.
Lightning Fast
Built for speed. Search clients, open cases, and find documents in milliseconds.
Evaluate AdviserAide for your practice
Book a demo and see how AdviserAide can transform your immigration practice.
Have questions first? Send us a message