CRM Built for
New Zealand LIAs

The complete toolkit for licensed immigration advisers in New Zealand.

  • Client agreements and INZ PDF forms, signed online. No printing, scanning or chasing paperwork.
  • Ready-to-send INZ forms, built with our own PDF form technology. When INZ updates a form, we update it too.
  • Ready-made questionnaires for health, character, travel history and more.
  • Everything comes ready to use. No long setup or configuration.
Trusted by 100+ users across New Zealand
3 months free trial
No credit card required
Cancel anytime
SOC 2 Compliant. Independently audited for security and privacy controls.

Product features

Product Features
PDF Forms

INZ PDF Forms, Ready to Send

A growing library of INZ 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 INZ updates a form, we update the AdviserAide version too.

  • INZ forms ready to send on day one, and the library keeps growing
  • Fillable online: your client types their answers and signs on their phone
  • Nothing to download, print or scan, for you or your client
  • When INZ changes a form, we update our template
  • A full PDF form builder is built in: upload any PDF and digitise it.
  • The signed form lands in the case file
Questionnaire Forms

Questionnaires Already Written for You

Ask a client for health, character or relationship details without writing the questions yourself. Ready-made questionnaires come with the system. Send one, and the answers save to the client's case.

  • Health and character questionnaires provided
  • Relationship details, travel history and address history
  • Student visa document checklist and education history
  • A Google Forms-style builder is built in, with conditional questions
  • Change the wording, or customise your own

Have your own questionnaires? Send them over and we'll set them up for you, free of charge.

Client Agreements

Send an Agreement, Signed Online

Send your client agreement and your client signs it online, usually on their phone. An agreement template comes with the system: copy it and change the wording to suit your practice. Client and practice details fill themselves in when you attach the agreement to a case.

  • An agreement template you can copy and adapt
  • The wording stays yours. Change any part of it
  • Client and practice details fill themselves in
  • Send it for signing in under a minute
  • Clients sign on their phone
  • The signed agreement saves to the case file as a PDF
Email Integration

Gmail and Outlook, Built In

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.

  • Gmail and Outlook integration built in
  • Client emails file themselves to the right case
  • Attachments save with the email
  • Send email from inside AdviserAide, using your own address
  • SMTP accounts supported too
Learn more about email integration
Document Management

Every Document,
Filed to the Case

Signed contracts, completed forms, and email attachments - all automatically saved and organised in the case profile. The case file builds itself as you work.

  • Signed client agreements  →  Saved as PDF automatically
  • Forms filled by clients  →  Saved as PDF automatically
  • Incoming emails  →  Converted to PDF automatically
  • Email attachments  →  Saved to case documents automatically
  • Preview PDF and Word documents  →  No download required
  • Download entire case  →  One ZIP file
Case Notes

Every Client Interaction, Filed as a Case Note

Never miss recording an important update. Key actions are automatically captured as notes: contracts signed, forms submitted, invoices sent. Your case history writes itself.

  • Client signs agreement  →  Note created automatically
  • Form submitted by client  →  Note with timestamp added
  • Invoice sent  →  Automatically recorded in notes
  • Payment received  →  Receipt note added automatically
  • Emails sent from AdviserAide  →  Automatically logged as notes
Document Preparation

Built-in PDF Tools

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.

  • Merge PDF Files  →  Combine several PDFs into one document
  • Compress PDF  →  Make a PDF smaller for uploading or sending
  • Split PDF  →  Create separate files from selected pages
  • Images to PDF  →  Turn JPG and PNG scans into one PDF
  • PDF Organiser  →  Reorder, rotate, remove, extract or insert pages
  • Add PDF Notes  →  Add explanatory notes directly to pages
Learn more about PDF Tools
List Views

Organised Lists for Cases, Clients & Invoices

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.

  • See all clients, cases, and invoices at a glance
  • Filter and search to find what you need instantly
  • Track case status from Draft to Approved
  • Monitor invoice payments and chase overdue amounts
  • Quick-create clients, cases, or invoices from any screen
Dashboard

Your Business, At a Glance

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.

  • See total clients, cases, and invoices at a glance
  • Track monthly recurring revenue with visual charts
  • Identify top earning visa categories for marketing
  • Monitor top paying clients and outstanding balances
  • Filter all metrics by custom date ranges
  • Spot overdue invoices and contracts awaiting signature
And There's More

Plus Everything Else You Need

From invoicing to team collaboration, AdviserAide has the tools to run a New Zealand immigration practice.

Professional Invoicing

Create branded invoices, track payments in real-time, and send professional receipts automatically.

Advance Payments

Request deposits with proforma invoices. Perfect for retainers and staged payments.

Invoice Reminders

Automatic payment reminders at intervals you choose: 3, 7, 14, 21 days. Fully configurable.

Case Reminders

Never miss a visa expiry or an INZ deadline. Set reminders for any date and get notified in advance.

Case Tasks

Predefined checklists auto-added when cases are created. Assign to team members and track progress.

Team Chat

Built-in messaging for your team. Discuss cases and collaborate without cluttering email.

Custom Fields

Add your own fields: text, dates, dropdowns, checkboxes. Use them as placeholders in contracts.

Feature Toggles

Toggle off features you don't need. Keep your interface clean and focused on what matters.

Shortcuts

Save frequently used links in one place. Quick access to INZ pages, forms, and resources.

Team Management

Role-based permissions. Control who can view, edit, or manage clients, cases, and invoices.

Inspection-Ready Timeline

See who did what and when on every case, and export case notes to PDF when the IAA asks for the file.

SOC 2 Compliant

Independently audited for security and privacy controls. Encrypted at rest and in transit.

Security

Your Data, Protected

Immigration advisers handle sensitive information every day. We built AdviserAide with security as the foundation.

SOC 2 Compliant

  • Independently audited to meet the highest standards of data security and privacy
  • Monitored across 14 data security, 34 corporate security, and 8 network security controls
  • View our Trust Center for full details
View Trust Center

Bank-Level Encryption

  • AES-256 encryption at rest
  • TLS 1.2+ encryption in transit
  • Industry-standard cryptography trusted by financial institutions

Australian Data Hosting

  • Hosted on Azure and AWS in Australia
  • Customer data remains within Australia
  • Built-in geographic redundancy

Encrypted Backups & Recovery

  • Automatic daily encrypted backups
  • 30-day backup retention
  • Fast, reliable data recovery

Data Isolation & Access Control

  • Data is logically isolated per organization
  • Tenant-level authorization enforced across the platform
  • Only authorized users within your organization can access your data
Trusted by 100+ users across New Zealand

Loved by Immigration Advisers Across New Zealand

"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."

JA

Jamee

Black Sands Immigration Consulting

New Zealand

Switched from HubSpot

"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."

KE

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."

WC

White Cloud Immigration

New Zealand

Switched from Bitrix24

"AdviserAide has proven very useful for managing immigration applications and day to day work. It saves us a lot of admin time."

JG

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."

BI

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."

JC

Jack Immigration Consultants Limited

New Zealand

Pricing

Simple, Straightforward Pricing

3 Months Free Trial: Full Access to Everything

One Plan. Everything Included.

  • Everyone gets the full platform
  • All features included from day one
  • Free unlimited training sessions
  • Free help with configuration and setup, no charge
  • 3 months free to make sure it's right
  • No tiers, no contracts

First user

$80standard rate $100per month

Each additional user

$30standard rate $45per month

All prices in NZD.

Start now and you keep the discounted rate.

3 months free trial
No credit card required
Cancel anytime

Everything you get:

  • Unlimited clients and cases
  • Document management
  • Case notes with automation
  • Built-in email per case
  • Gmail and Outlook integration
  • Digital contracts & e-signatures
  • INZ PDF forms, digitised with our own PDF form technology and kept up to date whenever INZ changes them
  • Ready-made questionnaires for health, character, travel history and more
  • Professional invoicing
  • Advance payments
  • Smart reminders
  • Business dashboard
  • Team collaboration
  • SOC 2 certified security

Questions? Get in touch and we're happy to help.

About Us

A Bit About Us

We started in 2024 with a simple goal: build software that saves immigration professionals time. AdviserAide is developed in New Zealand, with teams across the UK, North America, and APAC - building every feature alongside our users.

FAQ

Frequently Asked Questions

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.

3 Months Free Trial

Evaluate AdviserAide for your practice

Book a demo and see how AdviserAide fits the way New Zealand advisers work.

Book a Demo

Have questions first? Send us a message

3 months free trial
Full access to all features
No commitment