12 modules · one workspace

A complete operating system for Australian immigration practice.

Every module was scoped from statutory instruments and practitioner workflow — not repurposed from a generic legal CRM.

M01

Practice CRM & Pipeline

Subclass-aware funnel, occupation → assessing body auto-mapping, conflict scan, one-click Service Agreement generator (OMARA-compliant).

M02

Matter & Case Management

Auto-generated dynamic checklist from DHA + assessing body. Unified communications log (calls, emails, SMS, portal). Family group linking.

M03

Lodgement Workspace

ImmiAccount field mirror pre-filled from matter data. File-size and naming-mask validator. Printable lodgement bundle.

M04

Document Vault + Verification

AI auto-classification, expiry tracking, WORM audit log, client-signed “true & correct, not fraudulent” declaration, one-click download pack.

M05

Timeline Client Portal

Status, next steps, ETA. Mobile-first PWA. 12 languages. E-sign agreements and approvals in-portal.

M06

Trust & Operating Accounting

Zero-negative ledger. Three-way recon. Pre-transfer consent gate: closing statement + e-signed consent before trust→operating.

M07

AI Copilot

Qualification → occupation → assessing body. RFI drafter. Doc classifier. Email triage. Policy Pulse impact analysis.

M08

Compliance & Audit

CPD tracking, MARN sync, Code version pinning, conflict register, AML/CTF hooks, 7-year retention with auto-purge and return-of-originals pack.

M09

Org Admin & RBAC

Multi-office, seven roles, 2FA mandatory, full audit log. 100% web-based — no desktop dependency, WCAG 2.2 AA.

M10

Integrations

DHA occupation lists, VETASSESS, ACS, CPA/IPA/CAANZ, Engineers Australia, AHPRA, TRA, Xero, Stripe, M365/Gmail, DocuSign.

M11

Practice Analytics

Grant rate by subclass, ageing WIP, profit per matter, per-agent KPIs. Export CSV or Power BI feed.

M12

Policy Pulse

Ingests DHA, OMARA, LegEnd. AI-summarised. Auto-flags impacted open matters and drafts client comms.