What's New in AdviserAide
Product updates, improvements, and new features for immigration advisers.
Contract templates can now pull in the eligibility saved on the case
Contract templates can now pull in the eligibility saved on the case for client sign-off.
Read update
Choose who receives form and agreement email alerts
You can now choose who receives email alerts when a client fills in a form or signs an agreement.
Read update
Choose the wording for form and agreement links
Set the default text used when form and agreement links are inserted into case emails.
Read update
Create personal email templates
Create personal email templates without adding them to the shared team template list.
Read update
Find the right template faster
Template lists now put defaults and personal templates first, then sort the remaining templates alphabetically.
Read update
Case activity notifications
Get real-time alerts when someone mentions you, assigns work to you, or important case activity happens.
Read update
Customise your list columns
Choose which details you see, move columns into the right order, and resize them to fit the way you work.
Read update
Attach files to case notes
Keep screenshots, documents, and other supporting files with the note they belong to.
Read update
Reuse invoice items
Save common charges once, then add them to invoices or advance payments without retyping.
Read update
Case tasks in one place
Use the Tasks menu to review, filter, and complete case tasks without opening each case first.
Read update
Tables in case notes
Use rows and columns in case notes when structured details are easier to read than paragraphs.
Read update
Find staff faster in email CC
Search staff by name when adding people to the CC field.
Read update
AI help chat
Get quick help from the AdviserAide AI chat assistant when you need guidance.
Read update