What's New

What's New in AdviserAide

Product updates, improvements, and new features for immigration advisers.

Illustrated Case Documents screen with a PDF selected and the PDF Tools menu open
New22 August 20262 min read

Introducing PDF Tools built into AdviserAide

Merge, compress, split, reorganise and add notes to PDF files from Case Documents or Library.

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Illustrated Form Template Library showing questionnaire and PDF form rows with a form preview and Use this form button
7 August 20263 min read

Ready-made forms are now available in the Form Template Library

Preview AdviserAide questionnaires and PDF forms, then add an editable copy to My Forms.

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Illustrated client export screen showing a date range and client information selected for a CSV file
7 August 20261 min read

Export your client data to CSV

Choose the client information you need and download it as a CSV file for use outside AdviserAide.

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Illustrated invoice settings screen showing options for the default invoice due date
7 August 20261 min read

Choose the default due date for new invoices

Set how many days after the invoice date new invoices should be due.

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Illustrated case overview showing the View History link and a list of case status changes
7 August 20261 min read

See every case status change

See what changed, who changed it and when, with status updates also recorded in Case Notes.

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Contract template editor showing the Case Eligibility placeholder field inserted into a template
18 June 20261 min read

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.

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Case email alerts setting showing assigned users and organisation inbox recipient options
18 June 20261 min read

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.

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Email links settings showing custom display text fields for form and agreement links
18 June 20261 min read

Choose the wording for form and agreement links

Set the default text used when form and agreement links are inserted into case emails.

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Email template creation screen showing a checked Set as Personal Template option
18 June 20261 min read

Create personal email templates

Create personal email templates without adding them to the shared team template list.

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Email templates list showing default, personal, and alphabetically sorted template groups
18 June 20261 min read

Find the right template faster

Template lists now put defaults and personal templates first, then sort the remaining templates alphabetically.

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Browser window illustration showing push notifications in AdviserAide
9 May 20263 min read

Case activity notifications

Get real-time alerts when someone mentions you, assigns work to you, or important case activity happens.

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Browser list illustration showing custom columns and saved list settings
24 April 20262 min read

Customise your list columns

Choose which details you see, move columns into the right order, and resize them to fit the way you work.

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Browser illustration showing files attached to a case note
10 April 20261 min read

Attach files to case notes

Keep screenshots, documents, and other supporting files with the note they belong to.

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Browser illustration showing saved invoice items being added to an invoice
27 March 20262 min read

Reuse invoice items

Save common charges once, then add them to invoices or advance payments without retyping.

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Browser illustration showing the Tasks menu and case task list
13 March 20262 min read

Case tasks in one place

Use the Tasks menu to review, filter, and complete case tasks without opening each case first.

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Professional illustration showing a case note with a table
27 February 20261 min read

Tables in case notes

Use rows and columns in case notes when structured details are easier to read than paragraphs.

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Professional illustration showing staff suggestions in an email CC field
13 February 20261 min read

Find staff faster in email CC

Search staff by name when adding people to the CC field.

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Professional illustration showing the AdviserAide AI help chat
30 January 20261 min read

AI help chat

Get quick help from the AdviserAide AI chat assistant when you need guidance.

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