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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Illustration of the AdviserAide contract editor with Word import and placeholders highlighted — Start with the agreement your organisation already uses and make it reusable.

What it does

AdviserAide lets an immigration practice turn its existing Microsoft Word agreement into a reusable template. Add client, case, contact and organisation placeholders, assign the agreement to a case, review the generated document and send a secure signing link.

What this helps your practice do

Import the Microsoft Word agreement your organisation already uses
Insert reusable client, case, contact and organisation placeholders
Review and edit the generated agreement before sharing it
Keep the signed PDF and contract activity with the case

How it works

A practical workflow from the AdviserAide Help Centre

Prepare the template

Create a contract template, import the Word document and add the placeholders and signature fields required by your practice.

Assign it to a case

Choose the template from the Contracts tab and review the client, contact and case information placed into the agreement.

Send for signing

Generate a secure shareable link, send it to the client and retain the signed PDF with the case.

Build from your existing agreement

The contract editor can import a Microsoft Word document so your organisation does not need to recreate its approved agreement from a blank page. Review the formatting, then add the reusable fields needed for future cases.

Import an existing Word agreement
Add images, page breaks and signature fields
Save the finished document as a reusable template

New contract editor with Microsoft Word import — Import, review and prepare the agreement inside the contract editor.

Insert client, case and contact information

Placeholder fields insert information already held in AdviserAide. Contact placeholders can also follow the order of contacts attached to the case, making one template reusable across different matters.

Use client, case and organisation placeholders
Insert contact details using the case contact order
Review the generated values before sending

Placeholder Fields panel in the AdviserAide contract editor — Choose the reusable information that should be inserted into the agreement.

Review the agreement before generating the link

After assigning a template to the case, the agreement opens for review. Make any matter-specific edits, save the contract and generate the secure link only when the document is ready for the client.

Choose a template from the case Contracts tab
Review and edit the case-specific agreement
Generate the client link and retain the completed PDF

Agreement opened in AdviserAide for review — Check the case-specific agreement before creating the signing link.

Read the detailed product guides

These pages are based on the current AdviserAide Help Centre. Use the documentation for complete setup instructions and detailed behaviour.

Turn Your Existing Word Agreement Into a Reusable Client Agreement

Import the agreement your organisation already uses, add reusable client and case placeholders, and send a secure link for signatures.

See the workflow with your own process

Book a demonstration or request a trial account to test how this feature fits the way your immigration practice works.