New Zealand · Immigration Operating System
Every case,
from passport
to approval.
A purpose-built CRM for immigration firms. OCR intake, merge-tag agreements, round-robin case allocation, click-to-call voice, IPP-grounded AI drafting and Xero billing — one console, zero paperwork.
Cloud · NZ region
IAA-friendly audit trail
INZ deadline sync
12 min
Setup
4
Roles
Live
OCR
80%
Onboarding time cut
12 min
Average case setup
100%
Signed agreement audit trail
3+
Native integrations live
The platform
Everything an immigration firm
actually does — automated.
Six purpose-built modules replace six vendors. Every screen is designed for the messy reality of visa casework, not a generic CRM template.
3s
avg extract
Passport OCR intake
Drop a passport scan — GPT-Vision returns names, DOB, expiry, nationality in under 3 seconds.
1 click
to signature
Agreement automation
Merge-tag docx templates render to PDF and dispatch a signing link the moment a client picks a visa type.
12+
agent presets
Dynamic case allocation
Round-robin loading, per-agent SLAs, kanban visibility — no one gets buried, nothing goes cold.
Live
voice + logs
Click-to-call
One-tap dial from every case, auto-logged, transcribed, and pinned to the client timeline.
AI
grounded
IPP RAG · INZ drafting
Claude grounded in the live INZ Operational Manual. Draft PPI responses, cite chapters, ship faster.
2-way
sync
Xero & Zoho native
Invoicing to Xero, secure client docs to Zoho WorkDrive, deadline sync — no double entry.
The workflow
Four steps. First case in 12 minutes.
No configuration marathons. Import your templates, add your team, pipe a passport in — you're operational the same afternoon.
01
Lead lands
Client uploads passport via a secure branded link.
02
OCR + assign
Data extracted, case created, agent auto-allocated.
03
Agreement out
Retainer merged, e-sign dispatched, INZ deadlines set.
04
Casework flows
Click-to-call, IPP citations, Xero invoices — one console.