Every case document, checklist and deadline in one place

AI reads what a client sends, drafts the checklist a case actually needs, and automations track deadlines and follow-ups — so nothing sits unread in an inbox.

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AI
drafts case checklists from documents
60/30/14/7
day deadline reminders, automatic
1
document hub for every case

Built for document-heavy casework

Purpose-built for legal, immigration and compliance services — not adapted from a generic CRM.

📄

Document hub with AI OCR

Every case document in one searchable place — AI reads scans and drafts a structured checklist of what is still missing.

✅

Case-specific checklists

AI generates the exact checklist a case variant needs — a minor’s visa case gets different requirements than a standard renewal, automatically.

⏰

Deadline automation

Visa, passport and work-document expiry reminders fire automatically at 60/30/14/7 days out — nothing depends on someone remembering.

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Automation Hub

Lead routing, document follow-ups and case-readiness checks run as flows you configure once, not manual daily review.

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Document templates

Consent forms, checklists and declarations pre-built per case type — generate a filled document in seconds, not a copy-pasted draft.

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Client-facing website

A public site where clients see which situation applies to them and what documents to prepare — before they ever contact you.

Questions from legal & compliance teams

Does the AI read scanned documents, not just typed text?+
Yes — the document hub runs OCR on scans and photos, then drafts a structured checklist from what it finds.
Can checklists differ by case type?+
Yes — a minor’s visa case, a standard renewal and an employer sponsorship case each get their own checklist logic, not one generic form.
How do deadline reminders work?+
Once a document’s expiry date is on file, reminders are created automatically at 60, 30, 14 and 7 days out — no one has to track dates by hand.
Is client data kept separate per case?+
Yes — every document, checklist and communication is scoped to its case, with role-based access for who on your team can see what.

Stop tracking deadlines by hand

Your 14-day free trial includes the document hub, AI checklists and deadline automation.

Start free trial→