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Case study · Immigration consultant automation Your clients send documents. You get finished files.

I built a system for an immigration consultant that collects every client document, checks it, chases anything missing and fills in the forms. What's left is the part only a licensed consultant can do: the final review.

Client
Immigration consultant (name under NDA)
Built
Client portal, AI document review, form automation
Also
Live draw updates, CRS calculator
Final say
The consultant approves every file
Your files this morningRunning on its own

Waiting on client 2

A-2055Work permit
Aisha M.Asked for 1 missing document
A-2054Spousal sponsorship
Mei L.Asked for 1 missing document

AI reviewing 1

A-2053Study permit
Daniel O.AI checking documents…

Ready for you 2

A-2052Express Entry
Priya K.Forms filled · ready to approve
A-2051Express Entry
Sam R.Forms filled · ready to approve

Example files

Sound familiar?01

Chasing documents over email. Checking every page by hand. Typing the same answers into form after form.

That was this consultant's week. Here's what happens to every file now.

Watch it work02

Document in. Form filled.

AI reads each document the moment it's uploaded, checks it, and carries the details straight into the forms. Nobody types a passport number twice.

Passport · SampleUTO
Surname
RIVERA
Given names
SAM
Passport no.
X4821 7730
Date of birth
14 MAR 1992
Date of expiry
02 SEP 2031
Application formComplete ✓
Family nameRivera
Given nameSam
Passport numberX48217730
Date of birth1992-03-14
Passport expiry2031-09-02 · valid

Sample document and applicant

Every file, start to finish

03
  1. Step 1 · Upload

    Your client uploads everything

    One personal link. Every document lands in the right file, in one place. No more digging through email threads.

    Your client
  2. Step 2 · Review

    AI checks every document

    It reads each one, confirms it's the right document, and flags anything missing, expired or unclear, before it ever reaches your desk.

    Automatic
  3. Step 3 · Follow-up

    It chases what's missing, so you don't have to

    Your client gets a clear, polite request. The file waits until it's complete.

    Automatic
  4. Step 4 · Forms

    The forms fill themselves

    Answers come straight from the verified documents. Nobody types the same details twice.

    Automatic
  5. Step 5 · Approve

    You review and approve

    You open a complete, organised file and make the call. All of your expertise, none of the paperwork.

    You
Built in, too · 04

Two tools that bring clients to you.

Live draw updates

The latest draws appear on your site automatically, without anyone updating a page. Prospects keep coming back to check, and they see your name every time.

CRS calculator

Prospects check their score on your site in a couple of minutes, then book a consultation already knowing where they stand.

What changed · 05

The consultant's job went from chasing paperwork to being the expert.

AIdoes the first pass on every document
Autofollow-ups when something's missing
Youhave the final say on every file

The client's name and details are kept private under an NDA. Applicant names and documents shown here are examples.

Questions06

Questions, answered.

How can immigration consultants automate document review?

Clients upload their documents through a personal link. AI checks each one, flags anything missing, expired or unclear, and asks the client for what is needed. Verified details then fill the forms automatically, and the consultant reviews the finished file.

Does AI replace the immigration consultant?

No. AI does the first pass and the paperwork. The licensed consultant still reviews and approves every file.

What does the AI check in each document?

It confirms each upload is the right document and flags anything missing, expired or unclear, for example proof of funds that covers one month when six are needed.

What else did the system include?

Live updates of the latest immigration draws on the consultant's website, and a CRS score calculator that lets prospects check their score before booking a consultation.

Can this be set up for my practice?

Yes. It is shaped around each practice's programs, document checklists and the forms it files most.

Run an immigration practice?

Want this for your files?

I'll shape it around your programs, your document checklists and the forms you file most. Book a 30-minute call and I'll walk you through how it would work in your practice.

Book a 30-minute call