- Passport
- E1234567 · expires Mar 2027
- Visa
- Skilled Worker · expires Nov 2026
- Matter
- ILR application · fee earner S. Whitmore
Stages
認識 ACTRA
多數機構靠一堆零散工具運轉：客戶資訊在表格裡，期限在某個人的腦子裡，合約在 Word 裡，郵件散落各處。每接一個案子，都要先把機構本來就知道的事再找一遍。
ACTRA 把這一切放進同一份客戶檔案。建檔時登記的那本護照，就是到期提醒裡的那本護照，也是自動填進合約、歸入案件的那本護照。該辦的事自己浮出來，不用任何人追著問。
你專注執業，檔案交給 ACTRA。
此刻正支撐著一家真實的英國移民執業機構。
1,381
客戶檔案
136,000
在管文件
139
案件
26
客戶語言
根基
整個產品立在三個決定上。
一份客戶檔案
十個模組讀寫同一份檔案。一個事實輸入一次，就跟著客戶走到每個角落：提醒、合約、發票、郵件。
按機構配置
服務分類、資料清單、合約與郵件範本全部由你定義。新產業是一套配置，不是另一個產品。
私有化部署
ACTRA 跑在你自己的伺服器上。客戶檔案、文件、郵件不出機構，每一次改動都留有稽核紀錄。
功能
ACTRA 替你盯著的事。
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.
產業方案
一套平台，按機構配置。
移民執業是 ACTRA 的主場。同一份客戶檔案，也能承載任何跨境服務業務。