Enter a client once. Follow-ups, the matter, contracts, emails, invoices and expiry reminders all sit under that one record, so whoever opens it sees the same up-to-date picture.
Here is a Skilled Worker client's path through ACTRA. Every step has an owner and a date, so nothing depends on someone remembering.
From your website, IAA Trust or a phone call, it lands in one leads list with its source recorded.
Grade it A, B or C and the next follow-up is booked for 3, 7 or 14 days' time.
Convert the lead in one click. The conversation history comes across and the matter folder is created.
A document checklist is built for the visa type, and the contract fills itself in. The client can sign on their phone.
Every email to and from the client files itself under their record. Stages and deadlines sit on a timeline.
Raise an invoice with VAT from the matter. Record the payment and the client's balance updates.
120 days before the visa expires, a renewal task appears for the caseworker. That is how past clients come back.
Every contact is on record, from the first enquiry to years later.
Each enquiry arrives with a grade, a follow-up date and an owner, instead of waiting in someone's inbox.
A client record designed for immigration work, with proper places for multiple passports, visa type and UK address.
Visa, passport, follow-up and stage dates, all watched for you.
Documents, contracts and emails filed by client, so anyone picking up a case can find them.
A folder tree for every client and a folder for every matter. Word and Excel files open in the browser.
Contracts fill in from the client record, and clients sign from a link without creating an account.
Each person sends from their own practice address, and every email in or out files itself under the right client.
Income, time and every change made in the system, all on record.
Invoice straight from the matter with VAT worked out, and see what is owed at any time.
Time recorded in 6-minute units, so you can see where each person's week went.
Who can see what and who can change what are set separately, and every change keeps a before-and-after copy.
This system runs a live UK immigration caseload every day.
A morning look at the dashboard: new enquiries this month, how many converted, how much is still owed. A practice summary arrives every evening, so there is no chasing people for updates.
Today's follow-ups, visas about to expire and cases waiting on documents are all in their task list. Open a client and the documents, contract and emails are on one page.
Log new enquiries, assign them to advisers, raise invoices and record payments. When a client calls about progress, the answer is on screen.
Try the live demo yourself, or book a one-to-one walkthrough.
14 days with every feature. No credit card.
Hand over your spreadsheets, Dropbox or Google Drive files. We sort and import them.
A walkthrough by role, so partners, caseworkers and admin each see their part.
You get a named contact from day one. Questions go straight to them.
The live demo is ready now. No waiting for a reply.