Practice management built for immigration firms.
Clients, matters, documents, contracts, email and billing on one client record. Deployed privately, on your own server.
- Passport
- E1234567 · expires Mar 2027
- Visa
- Skilled Worker · expires Nov 2026
- Matter
- ILR application · fee earner S. Whitmore
Stages
Introducing ACTRA
Most practices run on scattered tools. Client details live in spreadsheets, deadlines live in someone's head, contracts live in Word, and email lives everywhere. Every case starts by re-finding what the firm already knows.
ACTRA puts everything on one client record. A passport logged at intake is the passport that fires an expiry reminder, fills a contract and files against the matter. What is due surfaces on its own, before anyone has to chase it.
You advise. ACTRA keeps the file.
Running a real UK immigration practice, today.
1,381
client files
136,000
documents held
139
matters managed
26
client languages
Foundations
Three decisions the whole product stands on.
One client record
Ten modules read and write the same file. Enter a fact once and it follows the client everywhere: reminders, contracts, invoices, email.
Configured per practice
Service categories, document checklists, contract and email templates are all yours to define. A new vertical is a configuration, not a new product.
Privately deployed
ACTRA runs on your own server. Client files, documents and email never leave your practice, and every change lands on an audit trail.
Features
What ACTRA runs for you.
01
Every enquiry lands graded and dated
Website enquiries drop straight into the pipeline with an A, B or C grade and a follow-up date the system enforces. Nothing waits in an inbox.
ACTRA Intake →Amara Okafor
New enquiry
Website form · Skilled Worker route
Grade
Follow-up due in 3 days · scheduled automatically
02
The whole case on one timeline
Passports, visa history, conflict checks and matter stages sit on the client record. Whoever opens the file sees exactly where the case stands.
ACTRA Matters →- Passport
- E1234567 · expires Mar 2027
- Visa
- Skilled Worker · expires Nov 2026
- Matter
- ILR application · fee earner S. Whitmore
Stages
Matter · ILR application
Stage 3 / 5
Application submitted 14 Jul · next milestone due in 6 weeks
03
Deadlines announce themselves
Visa expiries, passport renewals, stalled follow-ups and overdue stages surface weeks ahead. The 18:00 daily summary lands in every inbox.
ACTRA Care →- Visa expiryE. Petrova120 days
- Passport renewalA. Okafor60 days
- Follow-up overdueT. Novak3 days over
- Stage overdue · EvidenceP. SharmaToday
- BirthdayD. OseiTomorrow
Daily summary · sent 18:00 to 6 staff
Reminder
120 days out
Visa expires 12 Nov 2026
Elena Petrova · Skilled Worker
04
Every document where it belongs
A folder tree per client, matter folders created automatically, Office files previewed in the browser. Nothing leaves your server.
ACTRA Drive →- Oliver Bennett
- 01 Identity
- 02 Matter · ILR
- 03 Contracts
- 04 Correspondence
Preview in browser · linked to matter, never re-uploaded
Oliver Bennett / 01 Identity
Passport · E1234567.pdf
1.2 MB · uploaded 12 Jul
Previews in the browser · no download, no Office licence
Linked into 02 Matter · ILR · referenced, never re-uploaded
Stays on your server · soft delete, full audit trail
05
Contracts fill and sign themselves
Templates pull client details straight from the record. Clients sign online with no account to create, by hand or with an audited e-signature.
ACTRA Sign →Client agreement · ILR application
betweenOliver BennettregardingILR application
14:32 GMT · no client account required · audit certificate attached
Client agreement · signature
Signed ✓Oliver Bennett
SIGNED BY CLIENT14:32 GMT
No client account needed · one-tap secure link
Audit certificate attached · IP, device and timestamp on file
06
Email that files itself
Every adviser sends from their own address. Every message, sent or received, lands on the right client, tracked from sent to opened.
ACTRA Inbox →[email protected]Tue 09:14
[email protected]Tue 11:40
Re: Documents for your ILR application
to [email protected] · from your own address
FILED TO CL-2026-0147 · AUTOMATICALLY
07
Billing without the spreadsheet
Raise a VAT invoice from the matter, print the PDF, record the payment. The client balance keeps itself straight.
ACTRA Invoice →Bank transfer · 12 Jul · written back to client balance
Invoice INV-2026-0041
Bank transfer received 12 Jul · written back to the client balance
08
Every change on the record
Each write stores a before-and-after snapshot with user, time, IP and browser. Compliance stops being a scramble.
ACTRA Audit →Every write · before and after snapshot · IP 82.13.44.7 · Safari 19
Change log
09:14:07
client.visa_expiry
User
s.whitmore
IP
82.13.44.7
Browser
Safari 19
Every write keeps a before and after snapshot. Nothing edits silently.
The platform
Ten modules. One record.
Explore the platformSolutions
One platform, configured per practice.
Immigration is ACTRA's home ground. The same record carries any practice that serves clients across borders.
Immigration practices
Proven daily on a live UK caseload. For IAA registered advisers and SRA regulated immigration firms.
Study abroad agencies
The same client record with a different checklist: offers, CAS numbers, visa deadlines and university documents.
Corporate services
Company formation and cross-border advisory, with filing calendars and director and shareholder records.
General legal practice
On the roadmapClient account handling under the SRA Accounts Rules comes first. Leave your email and be the first to know.