Product guides

Explore AdviserAide’s core workflows

See the real product, understand how each workflow operates and open the detailed Help Centre instructions when you need them.

Illustration of an AdviserAide case profile with the case workspace navigation highlighted
Case management

Immigration Case Management Software

Manage every immigration matter with its documents, notes, tasks, reminders, forms, agreements, emails and finance records in one case workspace.

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Client files

Client File Management for Immigration Advisers

Keep client details, relationships and separate immigration matters connected without mixing the documents, communications and history of each case.

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Illustration of the AdviserAide Form Template Library previewing an INZ PDF form
New Zealand forms

INZ PDF Forms for New Zealand Immigration Advisers

Use supported Immigration New Zealand PDF forms, send them for online completion and signature, and review new official versions before changing your copy.

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Illustration of Gmail and Outlook messages being saved to an AdviserAide case
Case email

Gmail and Outlook Integration for Immigration Case Files

Connect Gmail or Outlook, send from your normal mailbox and keep relevant messages and attachments with the correct immigration case.

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Agreements and signatures

Digital Client Agreements for Immigration Practices

Import your existing Word agreement, add reusable placeholders, assign it to a case and send a secure link for online signing.

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Based on the current product documentation

Every feature guide links to the relevant AdviserAide Help Centre pages and uses genuine product screenshots from those instructions.