- Passport
- E1234567 · expires Mar 2027
- Visa
- Skilled Worker · expires Nov 2026
- Matter
- ILR application · fee earner S. Whitmore
Stages
认识 ACTRA
多数机构靠一堆零散工具运转：客户信息在表格里，期限在某个人的脑子里，合同在 Word 里，邮件散落各处。每接一个案子，都要先把机构本来就知道的事再找一遍。
ACTRA 把这一切放进同一份客户档案。录入时登记的那本护照，就是到期提醒里的那本护照，也是自动填进合同、归入案件的那本护照。该办的事自己浮出来，不用任何人追着问。
你专注执业，档案交给 ACTRA。
此刻正支撑着一家真实的英国移民执业机构。
1,381
客户档案
136,000
在管文档
139
案件
26
客户语言
根基
整个产品立在三个决定上。
一份客户档案
十个模块读写同一份档案。一个事实录入一次，就跟着客户走到每个角落：提醒、合同、发票、邮件。
按机构配置
服务分类、材料清单、合同与邮件模板全部由你定义。新行业是一套配置，不是另一个产品。
私有化部署
ACTRA 跑在你自己的服务器上。客户档案、文档、邮件不出机构，每一次改动都留有审计痕迹。
功能
ACTRA 替你盯着的事。
Amara Okafor
New enquiry
Website form · Skilled Worker route
Grade
Follow-up due in 3 days · scheduled automatically
- 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
- 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
- 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
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
[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
Bank transfer · 12 Jul · written back to client balance
Invoice INV-2026-0041
Bank transfer received 12 Jul · written back to the client balance
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.
行业方案
一套平台，按机构配置。
移民执业是 ACTRA 的主场。同一份客户档案，也能承载任何跨境服务业务。